Nvidia Announces Record Q2 Earnings Amid Blackwell Issues

Nvidia announced record Q2 earnings of $30 billion for fiscal 2025, despite facing production yield issues with its next-generation Blackwell architecture. The company had to make adjustments to the Blackwell GPU mask to improve yields, but no functional changes were necessary. Nvidia's CEO, Jensen Huang, reassured that production will ramp up in Q4, with billions of dollars in revenue expected from Blackwell GPUs. Despite these assurances, Nvidia's stock saw a drop due to investor concerns about the production delays and its impact on the company's growth trajectory. Analysts remain optimistic, noting that demand for Blackwell exceeds supply and that the chip offers significant performance improvements. Nvidia's strong earnings highlight the ongoing robust demand for AI chips, keeping it at the forefront of the AI industry.