NVDA

<p>NVIDIA's financial report conference call stated that Blackwell is scheduled to begin mass production in the fourth quarter, with an expected revenue of "tens of billions of dollars" in the fourth quarter. Hopper's shipments are expected to increase in the second half of the 2025 fiscal year. The Chinese market makes a significant contribution, and the sovereign AI business is growing. NVLink will change the game rules in the exchange field</p>

- NVIDIA's second-quarter performance exceeded expectations with strong revenue driven by robust data center demand, but third-quarter revenue guidance fell below optimistic expectations, signaling a slowdown to double digits for the first time in six quarters, leading to a significant post-earnings stock price drop of over 6%.
- CEO Jensen Huang remains optimistic about the future of AI, highlighting the accelerating momentum of generative AI development and the trillion-dollar opportunity in reshaping global data centers. The market shows strong demand for the Blackwell and Hopper chips, with expectations of generating billions in revenue.
- NVIDIA's financial outlook includes strong demand coexistence for Blackwell and Hopper, significant contributions from the Chinese market, and the growth of sovereign AI business. The company's innovations like NVLink are set to revolutionize the gaming field, impacting latency and throughput significantly for large-scale models.

Wallstreetcn

NVIDIA

The full text is here! NVIDIA conference call: Hopper shipments will increase in the second half of the year, and Blackwell will be "in short supply" until next year