NVIDIA's $50.58 Billion Trading Volume Tops Market as Stock Falls Despite Record Earnings Over China Sales and Geopolitical Concerns

On August 28, 2025, NVIDIA (NVDA) fell 0.79% with a trading volume of $50.58 billion, the highest in the market. The stock’s decline followed mixed reactions to its Q2 earnings, where revenue surged 56% year-over-year to $46.7 billion, driven by robust demand for AI and data center products. Despite exceeding revenue and earnings estimates, the stock slid in after-hours trading due to cautious guidance on China-related sales and geopolitical uncertainties.

The company reported $41.1 billion in data center revenue, up 56% but slightly below the $41.29 billion forecast. CFO Colette Kress highlighted ongoing delays in U.S. regulatory approvals for H20 chip sales to China, a critical market for NVIDIA. The firm is prepared to ship $2–$5 billion worth of H20 chips but awaits clarity on a proposed 15% remittance fee for U.S. government access. CEO Jensen Huang emphasized China’s strategic importance, noting it houses half of the world’s AI researchers and represents a $50 billion market potential this year.

Analysts remain cautiously optimistic about NVIDIA’s long-term prospects, with Jefferies and Wedbush analysts praising sustained demand for its Hopper and Blackwell chips. The company also announced a $60 billion share repurchase program, underscoring confidence in its financial resilience. However, short-term headwinds persist as geopolitical tensions and regulatory delays cloud near-term revenue visibility. NVIDIA’s Q3 guidance of $52.9–$55.1 billion excludes potential H20 China sales, contributing to post-earnings volatility.

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