Source link : https://tech365.info/nvidias-46-7b-q2-proves-the-platform-however-its-subsequent-struggle-is-asic-economics-on-inference/
Nvidia reported $46.7 billion in income for fiscal Q2 2026 of their earnings announcement and name yesterday, with knowledge middle income hitting $41.1 billion, up 56% yr over yr. The corporate additionally launched steering for Q3, predicting a $54 billion quarter.
Behind these confirmed earnings name numbers lies a extra advanced story of how customized application-specific built-in circuits (ASICs) are gaining floor in key Nvidia segments and can problem their progress within the quarters to return.
Financial institution of America’s Vivek Arya requested Nvidia’s president and CEO, Jensen Huang, if he noticed any state of affairs the place ASICs may take market share from Nvidia GPUs. ASICs proceed to achieve floor on efficiency and value benefits over Nvidia, Broadcom initiatives 55% to 60% AI income progress subsequent yr.
Huang pushed again arduous on the earnings name. He emphasised that constructing AI infrastructure is “really hard” and most ASIC initiatives fail to achieve manufacturing. That’s a good level, however they’ve a competitor in Broadcom, which is seeing its AI income steadily ramp up, approaching a $20 billion annual run price. Additional underscoring the rising aggressive fragmentation of the market is how Google, Meta and Microsoft all deploy customized silicon at scale. The market has spoken.
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Author : tech365
Publish date : 2025-08-29 05:52:00
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