Location: Mumbai | Date: 27 August 2025 | Read Time: 4 min
Summary -Nvidia’s stock gained more than 1% in early trading ahead of its much-awaited Q2 earnings release. Investors are betting that the world’s most valuable chipmaker will once again deliver blockbuster numbers, fuelled by the unstoppable demand for AI processors.
Why Nvidia’s Q2 Matters for Global Tech
The upcoming earnings are being seen as more than just a financial update — they are a test of whether Nvidia can maintain its lead in the AI gold rush. Since the start of 2023, Nvidia’s chips have become the backbone of generative AI models, data centres, and hyperscalers worldwide.
Read In Hindi -Nvidia के शेयरों में बढ़त: Q2 नतीजों से पहले बाजार की नजरें टिकीं
In the quarter ended March 1, Nvidia reported revenue of $26 billion. Its Data Centre business generating $22.6 billion. Analysts are now predicting that Q2’s revenue to increase even more and could reach $28-29 billion due to the constant demand from major tech companies such as Microsoft, Google, and Amazon All of which are racing to build out their AI infrastructure.
Market Expectations and Investor Sentiment
Wall Street is forecasting earnings per share (EPS) of around $0.70–$0.72, up sharply from $0.52 last year. The focus will be on two key areas: Nvidia’s data centre business and its supply chain capacity.
There are also questions about whether Nvidia can sustain its margins as competition rises from AMD, Intel, and custom AI chips built in-house by tech giants. However, the company’s dominance in GPUs such as the H100 and upcoming B100 gives it a near-monopoly on high-performance AI computing.
The stock has already gained nearly 85% in 2025, making Nvidia the driving force behind the broader Nasdaq rally. Any earnings beat could send the stock to fresh all-time highs.
The Bigger Question: How Long Can Nvidia Stay Untouchable?
Although Nvidia has come to be synonymous with AI the analysts are starting to wonder if its reign will last. Rivals are moving quickly and the governments of Europe, the US, Europe, and Asia are advocating for the independence of chips.
In the short time, Nvidia remains the undisputed leader in AI hardware. Investors, the Q2 results won’t just reveal quarterly profit, but will could also provide a glimpse of the longevity and longevity of this AI boom.
If Nvidia delivers another record-breaking performance, it will confirm that the AI revolution is far from slowing down.
