Home / Business and Economy / Nvidia Beats Revenue Guidance, Faces China Shipment Uncertainty
Nvidia Beats Revenue Guidance, Faces China Shipment Uncertainty
23 Aug
Summary
- Nvidia expected to report $46 billion in Q2 revenue, beating guidance
- Continued ramp of Blackwell chips offsets China business restrictions
- Unclear if Nvidia can recapture $18 billion in lost annual revenue from China
According to a recent report, NVIDIA Corporation (NASDAQ:NVDA) is poised to deliver a strong Q2 earnings report on August 27, 2025. The chipmaker is expected to beat its revenue guidance by an estimated $2 billion, with total revenue reaching around $46 billion.
The outperformance is largely attributed to the continued ramp-up of Nvidia's Blackwell chips, which have seen a significant increase in revenue from around $11 billion in Q4 2024 to $24 billion in Q1 2025. This growth has helped offset any concerns related to China business restrictions that were in place earlier this year.
However, while Nvidia has now received a license to resume shipments to China, the timing of the shipment ramp and the company's ability to recapture the entirety of the estimated $18 billion in lost annual revenue remain unclear. Deutsche Bank analyst Ross Seymore believes the inclusion of China AI GPU shipments could yield a 10% increase to the current $6 range for the company's fiscal third-quarter revenue estimate of $50 billion.
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Overall, Nvidia's Q2 performance demonstrates the strength of its Blackwell chip lineup and the company's ability to navigate challenging market conditions. As the AI and data center markets continue to evolve, Nvidia's position as a leading provider of cutting-edge solutions remains a key focus for investors.
