Image Credit: AI
Nvidia (NASDAQ: NVDA) once again posted record-breaking numbers, but Wall Street’s reaction was mixed. Despite a massive revenue surge driven by AI and data centers, shares slipped in after-hours trading as investors digested cautious guidance and concerns related to China.
Key Highlights
- Revenue: $46.7B (+56% YoY) – all-time high
- Data Center Sales: $41.1B (+56% YoY), slightly below sky-high expectations
- EPS: $1.05 (non-GAAP), $1.08 (GAAP) – beat analyst estimates
- Q3 Outlook: ~$54B revenue (±2%), excludes China H20 chip sales
- Buyback Program: +$60B added to share repurchases
- Stock Reaction: NVDA fell 2–5% in after-hours despite strong results\
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Equine Perspective (E-E-A-T Framework)
Experience & Expertise
Nvidia’s numbers demonstrate its leadership in AI chips, driving global data center infrastructure. CEO Jensen Huang highlighted strong AI adoption across cloud, enterprise, and government sectors.
Authoritativeness
As the undisputed AI hardware leader, Nvidia’s performance shapes the entire semiconductor industry. Its forward guidance signals where global AI investment is heading.
Trustworthiness
The company paired earnings with transparency on China exposure and buybacks, showing accountability to investors.
Insight & Nuance
While growth remains robust, Nvidia’s slower China sales and “not legendary” margins suggest the AI boom is normalizing, not collapsing.
Nvidia India Pricing & Availability
While Nvidia’s earnings make global headlines, Indian consumers and gamers are most curious about GPU prices in India:
- GeForce RTX 5090 (Flagship, AI-ready GPU) – expected price: ₹1.95–2.1 lakh
- GeForce RTX 5080 – around ₹1.25–1.35 lakh
- GeForce RTX 5070 Ti – between ₹82,000–90,000
- GeForce RTX 5070 – approx. ₹65,000–70,000
💡 Note: Prices in India are 20–30% higher than U.S. retail due to import duties, logistics, and GST. Official availability is expected in October 2025, with early stock already spotted on grey markets in Mumbai and Bengaluru.
For AI developers and enterprises, Nvidia’s data-center GPUs (like H100, B200) are available via cloud providers (AWS, Azure, Reliance Jio Cloud) rather than direct retail.
Market Implications
- AI Gold Rush Maturing
Investors no longer cheer every record. The market now expects super-exponential growth, raising the bar for Nvidia. - China is the Wildcard
With H20 chips excluded from guidance due to U.S. export restrictions, Nvidia’s China revenues remain uncertain. - Long-Term Still Bullish
Analysts at Jefferies and Truist maintain “Buy” ratings, noting Nvidia’s enduring AI infrastructure dominance
Summary Table\
| Metric | Result | Notes |
|---|---|---|
| Revenue | $46.7B (+56%) | Record-setting |
| Data Center Revenue | $41.1B | Slightly below peak estimates |
| EPS | $1.05 / $1.08 | Above analyst expectations |
| Q3 Guidance | ~$54B | Excluding China chips |
| Buyback | +$60B | Aggressive capital return |
| Stock Move | -2–5% | Investor profit-taking |
| India RTX 5090 | ₹1.95–2.1L | Launch by Oct 2025 |
| India RTX 5070 | ₹65–70K | Most in-demand GPU |
FAQs
Q: Why did Nvidia stock drop despite beating estimates?
A: Results were strong, but expectations were higher. Investors wanted “legendary” growth, not just “awesome.”
Q: What about Nvidia GPU prices in India?
A: RTX 5090 will cost nearly ₹2 lakh, while mid-range RTX 5070 will be ~₹70,000. India pricing is always higher than U.S. MSRP due to taxes.
Q: How can Indian AI developers access Nvidia’s enterprise GPUs?
A: Mainly via cloud platforms (AWS, Azure, Reliance Jio Cloud). Direct enterprise sales are limited.
Final Thoughts
Nvidia’s Q2 FY26 earnings showcase an AI powerhouse still growing at scale, but investor psychology has shifted. With the stock priced for perfection, even record-breaking results weren’t enough.
The big picture: Nvidia remains the cornerstone of the AI revolution, though growth may plateau compared to pandemic-era booms. For long-term investors, dips like this may be opportunities—so long as China and regulatory risks are managed.
