On the evening of August 28th Eastern Time, Nvidia disclosed its Q2 fiscal year 2025 performance data, achieving revenue of $30 billion, a year-on-year increase of 122% and a month on month increase of 15%; The gross profit margin was 75.1%, up 5% year-on-year and down 3.3% month on month; Net revenue reached 16.599 billion US dollars, a year-on-year increase of 168% and a month on month increase of 12%.
In terms of data center business, Nvidia achieved a revenue of 26.3 billion US dollars, a year-on-year increase of 154% and a month on month increase of 16%; In the gaming and AI PC business, revenue reached 2.9 billion US dollars, a year-on-year increase of 16% and a month on month increase of 9%; In terms of professional visualization business, we achieved a revenue of 454 million US dollars, a year-on-year increase of 20% and a month on month increase of 6%; In the automotive and robotics business, revenue reached 346 million US dollars, a year-on-year increase of 37% and a month on month increase of 5%.
Nvidia founder and CEO, Renxun Huang, stated that there is still strong demand for the Hopper architecture in the market and high expectations for the Blackwell architecture. As data centers around the world continue to upgrade their entire computing technology stack through accelerated computing and generative AI, Nvidia has achieved record breaking revenue.
Regarding the production capacity issue that investors are concerned about, Colette Kress, Executive Vice President and Chief Financial Officer of Nvidia, stated that Nvidia is working to improve Backwell's production yield, and production is expected to begin climbing in the fourth quarter and continue until the 2026 fiscal year. In the fourth quarter of fiscal year 2025, Blackwell is expected to generate billions of dollars in revenue. Hopper's shipments will also increase in the second half of the 2025 fiscal year, and its supply will improve, but Blackwell's supply shortage will continue into the next fiscal year.
Looking ahead, Nvidia expects to achieve revenue of $32.5 billion in the third quarter of fiscal year 2025, with a fluctuation of 2% and a gross profit margin of 74.4%, with a fluctuation of 50 basis points. It is expected that the annual gross profit margin will be around 75%.