It is likely to be one sliver of a bigger income pie and seemingly solely value a quick point out throughout Nvidia’s Q2 earnings name, however the PC gaming market appears to be doing simply positive 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.”
In fact, the corporate is now, by a really massive margin, an AI and datacentre one. So it might be remiss if it did not point out gaming’s hyperlinks to AI, mentioning Nvidia’s ACE game-related AI technology tech and stating, “Each PC with RTX is an AI PC. RTX PCs can ship as much as 1,300 AI TOPS and there at the moment are over 200 RTX AI laptop computer designs from main PC producers.”
AI is what’s driving most of Nvidia’s general success, in fact. Wanting on the greater 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 is a slowdown in progress, however huge progress nonetheless.
This progress continues to come back from datacentre demand as everybody seems to be to attempt to stay on the bleeding fringe of AI processing. Nvidia says that demand “is coming from frontier mannequin makers, client Web providers, and tens of 1000’s of firms and startups constructing generative AI purposes for shoppers, promoting, schooling, enterprise and healthcare, and robotics.”
The corporate’s at the moment pushing much more bleeding-edge adjustments, too, within the type of its next-gen Blackwell GPUs of which there are already “useful samples”.
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 title of our GPU, however it’s an AI infrastructure platform.”
Huang explains, “Nvidia designed and optimized the Blackwell platform full stack end-to-end from chips, methods, networking, even structured cables, energy and cooling, and mounts of software program to make it quick for patrons to construct AI factories.” Factories which, by the way in which, are “building-sized computer systems.”
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 swap 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 avid gamers 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 subsequent technology when the RTX 5000-series launches. And if Nvidia’s rising gaming income is something to go by, we will be not less than just a little hopeful.
