It could be one sliver of a bigger income pie and seemingly solely price a quick point out throughout Nvidia’s Q2 earnings name, however the PC gaming market appears to be doing simply superb if Nvidia’s newest proclamations are something to go by.
The AI GPU big has simply introduced its monetary outcomes for Q2 fiscal 2025, and in its incomes name the corporate mentioned that “gaming income of $2.88 billion elevated 9% sequentially and 16% year-on-year.” Nvidia additionally says it is seen “sequential progress in console, pocket book, and desktop income and demand is powerful and rising and channel stock stays wholesome.”
Of course, the corporate is now, by a really massive margin, an AI and datacentre one. So it could be remiss if it did not point out gaming’s hyperlinks to AI, mentioning Nvidia’s ACE game-related AI era tech and stating, “Every PC with RTX is an AI PC. RTX PCs can ship as much as 1,300 AI TOPS and there are actually over 200 RTX AI laptop computer designs from main PC producers.”
AI is what’s driving most of Nvidia’s total success, after all. Looking on the larger image, Nvidia’s outcomes present a $30 billion Q2 income which is “up 15% from the earlier quarter and up 122% from a 12 months in the past,” this being “properly above our outlook of $28 billion.” Earnings per share have gone up from $0.25 in Q2 2024 to $0.60 in Q1 2025 and now $0.67 in Q2 2025. It’s a slowdown in progress, however large progress nonetheless.
This progress continues to return from datacentre demand as everybody appears to attempt to stay on the bleeding fringe of AI processing. Nvidia says that demand “is coming from frontier mannequin makers, shopper Internet providers, and tens of hundreds of corporations and startups constructing generative AI purposes for shoppers, promoting, training, enterprise and healthcare, and robotics.”
The firm’s presently pushing much more bleeding-edge adjustments, too, within the type of its next-gen Blackwell GPUs of which there are already “purposeful samples”.Â
Blackwell, by the way in which, Nvidia CEO Huang says is “an AI infrastructure platform, not only a GPU. It additionally occurs to be within the identify of our GPU, but it surely’s an AI infrastructure platform.”
Huang explains, “Nvidia designed and optimized the Blackwell platform full stack end-to-end from chips, techniques, networking, even structured cables, energy and cooling, and mounts of software program to make it quick for purchasers to construct AI factories.” Factories which, by the way in which, are “building-sized computer systems.”Â
Blackwell on this context refers not simply to the GPU, however the “Grace CPU, …coVS bundle, ConnectX DPU for East-West visitors, BlueField DPU for North-South and storage visitors, NVLink change for all-to-all GPU communications, and Quantum and Spectrum-X for each InfiniBand and Ethernet can help the huge burst visitors of AI.”
Infrastructure apart, Blackwell is a GPU, and it is this that we players are enthusiastic about as a result of Blackwell-architecture GPUs ought to come packaged in a number of the greatest graphics playing cards of the following era when the RTX 5000-series launches. And if Nvidia’s rising gaming income is something to go by, we could be at the very least somewhat hopeful.Â
