The AI Decision Brief

The AI Decision Brief

The Nvidia Effect: Why AI Inference Will Redefine Computing

Nvidia’s Q2 Is a Preview of the AI World Ahead

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Pradeep
Aug 28, 2025
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When Nvidia released its Q2 FY2026 earnings this week, the headline numbers looked impressive but familiar. Revenue of $46.74 billion exceeded expectations of $46.06 billion. Earnings per share came in at $1.05 versus the $1.01 forecast. Forward guidance for Q3 was raised to $54 billion, once again well above consensus.

Despite this, the stock slid by ar…

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