Instant Reaction: Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown 

即时反应:英伟达发布温和预测,点燃人工智能放缓担忧之火

Bloomberg Intelligence

2025-08-28

19 分钟
PDF

单集简介 ...

Nvidia, the world’s most valuable publicly traded company, gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The forecast excluded data center revenue from China, a market where it has struggled with US export restrictions and opposing pressure from Beijing.The outlook adds to concern that pace of investment in artificial intelligence systems is unsustainable. The difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue.For instant reaction and analysis, hosts Tim Stenovec and Isabelle Lee speak with: Bloomberg Intelligence Global Head of Technology Research Mandeep Singh Bloomberg News Big Tech Team Leader Sarah Frier Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners See omnystudio.com/listener for privacy information.
更多

单集文稿 ...

  • I think you don't start a startup if you want to sleep at night.

  • Things almost never work the first time.

  • For an inside look at the global connections that help businesses succeed,

  • search for Turning Point, brought to you by Bloomberg Media Studios and HSBC.

  • Hi, I'm Lisa Mateo, introducing you to the new Stock Movers Report from Bloomberg.

  • These are short audio reports, five minutes or less,

  • delivered right to your podcast feed throughout the day.

  • Stock Movers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's driving those gains and losses.

  • If you want to stay plugged into the stock market but don't want to spend all day watching tickers scroll across your screen,

  • then Stock Movers is a place for you to get informed.

  • Listen a couple times throughout the day to find out what's moving equities.

  • Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe.

  • Subscribe to Stock Movers wherever you get your podcasts.

  • News.

  • This is a breaking news update from Bloomberg.

  • Instant reaction and analysis from our 3,000 journalists and analysts around the world.

  • Okay, here the numbers are crossing.

  • Second quarter revenue did beat estimates.

  • Second quarter adjusted earnings per share coming in at $1.05.

  • Second quarter revenue coming in at $46.7 billion.