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NVIDIA explosion: Despite China ban, sales increase by 56%!
On August 28, 2025, Nvidia recorded sales growth of 56%; AI-chip sales according to China are badly affected.
NVIDIA explosion: Despite China ban, sales increase by 56%!
On August 28, 2025, Nvidia presented impressive quarterly figures that are characterized by a rapidly growing need for special processors for artificial intelligence (AI). The company's turnover rose by 56 percent to $ 46.74 billion (40.10 billion euros). Compared to the previous quarter, this shows an increase of six percent. The sales with the new "Blackwell" chip generation even increased about three times as strongly, which underlines Nvidia's dominance in the AI market. The win in the second quarter exceeded the market expectations and was $ 1.08 per share. NVIDIA is expected of $ 54 billion, plus/minus two percent for the current quarter of a year, although the Chinese business is collapsed for high technology due to US export restrictions.
No AI chips were delivered to China in the second quarter, and Nvidia expects a complete failure in this market even in the current quarter. This is particularly challenging due to the stricter export restrictions of the US government, which has prohibited the sale of the Ki chips specially developed for China. If NVIDIA wants to resume deliveries, the company must pay 15 percent of the income to the US state fund. Analysts estimate that this could reduce the profit margin by one percentage point.
Technological progress and market dominance
Nvidia remains the market leader and dominates around 70 to 95 percent of the market for AI training chips. The latest development in Nvidia's chip technology is the Blackwell Ultra GPU, which is an important part of the Blackwell Architecture family. These graphics units accelerate the training and the reasoning of AI through innovative silicon technologies and system integration, which contributes significantly to increasing efficiency in AI factories.
The Blackwell Ultra GPU, manufactured with TSMC 4NP, contains 208 billion transistors-2.6 times more than the previous generation Hopper. With a dual-retrical design and a connection via the Nvidia High-Bandwidth Interface (NV-HBI), which offers 10 TB/S bandwidth, it enables improved throughput and latency values for AI applications. These GPUs are equipped with up to 288 GB HBM3E per unit and offer a range of 8 TB/s, which means a 2.4-fold improvement compared to the H100. This latest technology ensures that Nvidia remains at the top of the competition, while companies such as AMD and Intel also develop specialized chips.
Geopolitical challenges and market trends
The focus is on semiconductor and AI due to the increasing investments in AI infrastructure, which should be over 155 billion in 2024. In parallel to the market development, patent applications in the AI and semiconductor segment also record an increase of over 50 percent within one year. The challenges associated with increasing material and production costs as well as manufacturing complexity influence the entire industry. Geopolitical risks, especially in the US China-Taiwan conflict, also affect the supply chain, while over 90 percent of AI-GPU production are in the hands of Nvidia.
The US government has also invested over $ 50 billion in AI-controlled semiconductor development in recent years to ensure technological competitiveness. Nvidia's CEO, Jensen Huang, announced that the company has numerous H20 processors in store and is waiting for Chinese orders. It remains to be seen how the dynamics between the USA and China will develop and what effects this will have on the global markets for AI and semiconductors.