Computer-chip designer Nvidia has been promoted by large tech firms to expand its AI abilities despite the stress of the US and China to expand its AI abilities.
On Wednesday, it reported $ 46.7BN Revenue (£ 34.6BN) for the second three months of the year, increased by 56% from the same period in 2024.
But Nvidia, who is caught in a trade war crossfire between the US and China, said it “continues to work through geopolitical issues” and fell into the later trading of its shares.
The company has to navigate the rapidly changing policies of the Trump administration, which aims to ensure that the US is ahead in AI development.
Navidia’s refined chips are an important part of AI Boom.
On Wednesday, it was said that the demand for its products remains strong, especially from the big tech firms including Instagram-Malik Meta, and Chatgate-Mekar Openai, as they run to build AI.
After the release of the report, NVDia boss Jensen Huang, in a call with analysts, said, “The AI ​​race continues,” the expenditure from four major technical firms was doubled from $ 600BN per year.
“Over time, you will think that artificial intelligence … GDP will accelerate development,” Huang said. “Our contribution to it is a major part of the AI ​​infrastructure.”
The company’s revenue from data centers increased from 56% to $ 41.1bn, even slightly reduced from the expectations of analysts.
In July, NVIDIA became the world’s first $ 4TRN company.
California-based designer Santa Clara of Artificial Intelligence (AI) Chips said that the revenue in the current quarter will probably increase to the top of the expectations of Wall Street analysts to increase to $ 54 billion.
But Nvidia is exposed to geopolitical tension between the US and China.
The company announced in July that it would resume the sale of its high -end artificial intelligence chips to China.
Huang successfully advocated the Trump administration to successfully ban the sale of the company’s H20 chips, especially for the Chinese market to ban the sale of the company’s H20 chips.
The administration had banned amidst concerns that Chips could benefit the Chinese Army, in addition to AI developers located in the country.
On Wednesday, officials stated that in late July, the US government began to review the license for the sale of H20 chips designed specifically for Chinese customers.
But the company said that despite some China-based customers who received those licenses in recent weeks, it had not sent any H20s.
The US government is expecting 15% of the revenue generated from licensed H20 sales.
NVIDIA did not include the H20 in its approach for the current quarter and said it was also advocating the US government to approve the sale of its largest market for China for China.
Meanwhile, analysts say, China is competing in the region that NVidia currently dominates.
After the release of the report, US export restrictions are promoting domestic chipmaking in China. ,
He said that now the question is whether Nvidia’s “Dive in Robotics” will help maintain its role as the “AI economy”.
