What is Nvidia's latest financial performance?

Nvidia reported stronger-than-expected second-quarter results, with revenue rising to $46.7 billion, up 6% from the prior quarter and 56% higher than a year earlier.

How has Nvidia's dominance in the AI chip market been impacted?

Nvidia has extended its position as the world's dominant supplier of AI semiconductors, with data center sales accounting for 88% of its total revenue.

What is the impact of Nvidia's lack of H20 chip sales to China?

Nvidia's confirmation that it sold no H20 chips to China during the quarter sent its shares down 3.4%, as investors weighed the near-term impact of export restrictions and geopolitical risks on the company's business.

Home / Business and Economy / Nvidia Dominates AI Chip Market, but China Sales Halt Raises Concerns

Nvidia Dominates AI Chip Market, but China Sales Halt Raises Concerns

28 Aug

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Summary

Nvidia reports strong Q2 results, extends AI chip dominance
No H20 chip sales to China during the quarter due to export restrictions
Investors concerned about impact of geopolitical risks on Nvidia's business

Nvidia Dominates AI Chip Market, but China Sales Halt Raises Concerns

On August 28, 2025, Nvidia reported stronger-than-expected second-quarter results, extending its dominance as the world's leading supplier of AI semiconductors. The company's revenue for the three months ended July 27 rose to $46.7 billion, up 6% from the prior quarter and 56% higher than a year earlier.

However, the positive news was overshadowed by Nvidia's disclosure that it sold no H20 chips to China during the period, reviving concerns over export restrictions and geopolitical risk. This revelation sent Nvidia's shares down 3.4% to $176 in after-hours trading, as investors weighed the near-term impact of the regulatory backdrop on one of its key markets.

Despite the strong performance, with data center sales accounting for 88% of total revenue and hitting $41.1 billion, the 5% quarter-over-quarter jump did little to appease investors, adding to pressure on Nvidia's stock. The company's CEO, Jensen Huang, remained upbeat, labeling the Blackwell chip as "the AI platform the world has been waiting for," but the bullish tone was tempered by the lack of H20 sales to China.

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