Nvidia’s $46.7B Q2 proves the platform, but its next fight is ASIC economics on inference
August 29, 2025
Nvidia reported $46.7 billion in revenue for fiscal Q2 2026 in their earnings announcement and call yesterday, with data center revenue hitting $41.1 billion, up 56% year over year. The company also released guidance for Q3, predicting a $54 billion quarter.
Behind these confirmed earnings call numbers lies a more complex story of how custom application-specific integrated circuits (ASICs) are…