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Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 (Wall Street Journal)

Wall Street Journal : Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broad...

28 August 2025

Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved (Robbie Whelan/Wall Street Journal)

Robbie Whelan / Wall Street Journal:
Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved  —  Surging data-center revenue didn't meet analyst expectations for second quarter  —  Nvidia sales set a fresh record on Wednesday …

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