The forecasts for the third quarter reflect a slowdown in the growth prospects of AI, amid the commercial tension between the US and China.
The gains and income of Nvidia climbed more than 50% per year in the second quarter prosecutor, which includes from May to July, although their shares fall 3.2% in After Market due to the weak future forecasts. The commercial tension between the US and China affects the plans of the technological giant.
This Wednesday, the American microchips manufacturer reported a net profit of US $ 26,422 million and revenues of US $ 46,743 million. These figures implied an increase of 59.2% and 55.6%, respectively, compared to the same period of 2024.
Nevertheless, estimated sales for US $ 54,000 million in the third quartera figure that is located below the US $ 60,000 million that some specialists project, and reflects a slowdown perspective in the growth of artificial intelligence (AI). The number assumes that no H2O microprocessors shipments will be made to China.
Commercial tension between the US and China affects the future of Nvidia
It is worth remembering that NVIDIA reached an agreement with the US administration at the beginning of the month for which, in exchange for obtaining a license to resume its sales in China, it will deliver to the Donald Trump government 15% of its income from the sale of advanced microprocessors in the Asian giant. In April, the Republican had established RESTRICTIONS FOR CHIPS EXPORTwhich aroused severe concerns in the technological sector.
At the same time, from Beijing, Chinese authorities have encouraged national companies to replace NVIDIA chips with other local manufacturersas Cambricon Technologies, which has announced a Net Record benefit in the first six months of the year, after registering a growth of 4,000% of its operational income during the semester.
In this context, Nvidia’s actions operate in “red” after the official closure of the markets on Wall Street. Until the publication of the quarterly report, the papers had won 35% in 2025, which raised the stock market capitalization above the US $ 4 billion.
Source: Ambito
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