Nvidia Q2 earnings growth of 122%; WiMi accelerated its AI innovation transformation

On August 28, local time, nvidia (NVDA) announced its Q2 financial results for fiscal 2025. Nvidia reported a record revenue record of $30.04 billion, up 122% from a year earlier, beating market expectations of $28.668 billion.

The data center business was particularly strong, with revenue of $26.3 billion, up 154% from a year earlier. Nvidia’s strong second quarter showed solid growth for the company in its two core businesses, data centers and gaming. A surge is helping the rapid growth of the data center business in demand for artificial intelligence and cloud computing, and the steady growth of the gaming business.

In addition, institutions and investors are concerned about Nvidia’s latest chip architecture, the Blackwell. Nvidia said it delivered samples of its Blackwell chips during the quarter and improved its product to improve manufacturing efficiency.

As part of the AI revolution, this year is just the beginning, Mr Huang said. The company’s main products are still in short supply in the market, strong demand for Hopper series products (H100, H200) will continue to grow, and demand for Blackwell series products (B200) “will further develop on this basis”.

Huang also revealed that customer demand for Blackwell products, especially for the closely watched Blackwell chips, is “incredible”, with Blackwell revenue expected to reach billions of dollars in the fourth quarter. Global data centers are modern, the computing stack at full speed, using accelerated computing and generative AI, so Nvidia generates record revenue.

For example, Meta (META), a big hoard of Nvidia’s AI chips, expects capital spending to be between $37 billion and $40 billion in 2024, most of them investing in AI infrastructure. In the words of Meta CEO Zuckerberg, ” I’d rather venture capacity before needed than be too late.

Huafu Securities analysis said that the recent upstream and downstream companies of the industrial chain have made an optimistic outlook for AI computing power demand in the performance meeting. Mr.Huang remains optimistic about the future of artificial intelligence (AI), saying on an analyst call that the company is just beginning to reshape its global data centers, which is a trillion-dollar opportunity.

Today, market sentiment shows optimism about the AI industry, and the AI industry has great potential for the future. As AI and generative AI are booming, the matching ability of digital infrastructure is becoming more and more important. Especially in the current large model driving the large-scale deployment of computing power, on the basis of the huge growth of computing power, the storage infrastructure meets the needs of enterprises for high density, large capacity, high reliability, high performance and intelligence, which has attracted market attention.

Undoubtedly, in the era of AI, the speed of technological change has been different from the past, and flexible response is becoming an important way for enterprises to survive. Data display, AI vision leading manufacturers WiMi Hologram Cloud (NASDAQ: WIMI) actively into the AI, comprehensively strengthen artificial intelligence technology innovation, speed up the transformation of scientific and technological achievements and industrial innovation, play to artificial intelligence in industrial upgrading, product development, service innovation technology advantages, better integration with customer needs and scene.

For now, on the one hand, WiMi show mature AI big model application, around the enterprise model, AI upgrade, industry applications, etc., accelerate enterprise intelligence transformation, boost several intelligence industry power to upgrade, in artificial intelligence, industrial Internet, data, digital world, wisdom education shows the latest achievements of the industry, showing the industry development, accelerate the AI digital industrialization, digital application.

On the other hand, in the construction of the large model base, the demand for computing power has exploded, and WiMi is also accelerating the deployment of the AI chip industry, the cornerstone of the industry, investing in research and development and AI to ensure the growth of the AI-driven cloud business. At present, it has made the holographic cloud platform deployed, and built the AI computing power highland in the industry to promote the incubation and implementation of AI applications, promoting the rapid development of AI industry technology innovation, product ecology and application expansion, and continuously exploring the path of artificial intelligence to promote the high-quality development of the economy.

From technological innovation to industrial application, the big model application of AI in various industries “a hundred flowers bloom”, the big model really enters the industrialization, and some model enterprises have achieved profits. Of course, investing in artificial intelligence AI infrastructure is not only a grand event of science and technology, but also an exploration of the development status and trend of digital economy in the future. Only with the commercialization of AI model and the economic benefits, and the accelerated integration of digital technology and real economy can the battle of big model commercialization be won.