Key Facts
• NVIDIA announced its Q2 FY2025 earnings on August 27, 2025.
• Revenue rose 56% YoY to $46.73 billion (approx. ¥6.9 trillion).
• Net profit increased 59% YoY to $26.42 billion (approx. ¥3.9 trillion).
• Despite U.S. restrictions on GPU H20 sales to China, NVIDIA exceeded expectations.
• AI and semiconductor demand remain strong, fueling NVIDIA’s growth.
• Stock price fell in after-hours trading despite beating revenue and EPS forecasts.
• Decline attributed to weak data center sales and uncertainty in the Chinese market.
• Japan’s Nikkei 225 rose over 300 points on NVIDIA’s strong earnings.
• Future stock performance hinges on U.S.-China relations and Trump administration policies.
• Market anticipates Federal Reserve rate cuts in September amid U.S. economic slowdown.
Summary
NVIDIA achieved record-breaking revenue and profit in Q2 FY2025, with revenue up 56% YoY to $46.73 billion and net profit rising 59% to $26.42 billion. This performance defied expectations, even after U.S. restrictions on GPU H20 sales to China. However, its stock price declined in after-hours trading due to weak data center sales and uncertainty in the Chinese market. The AI and semiconductor boom continues to drive NVIDIA’s growth, but future stock performance depends on U.S.-China relations and Trump administration policies. Japan’s Nikkei 225 index reflected optimism, rising over 300 points. Investors remain cautious as the Federal Reserve is expected to cut rates in September amid signs of a U.S. economic slowdown.
