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As Nvidia (NVDA) gears up to release its Q2 2025 earnings after the market closes this Wednesday, Aug. 28, investors are eager to see if the AI chip leader can keep its edge. The global artificial intelligence (AI) market is expected to hit $1.8 trillion by 2030, and Nvidia's performance is viewed as a key bellwether for the sector, thanks to its dominant presence in AI infrastructure - including hyperscale data centers.
That's why reports of production issues with the company's Blackwell AI chips have sparked concerns ahead of earnings. While CEO Jensen Huang had previously projected “a lot of Blackwell revenue” this year, reports now indicate that Foxconn won't ramp production until the first quarter of calendar year 2025, and investors will certainly be awaiting more specifics on the earnings call.
