Nvidia's AI earnings rival a country's GDP

PLUS: China's chip push, and Google's new free video editor

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Gen AI Art
August 29, 2025 • Estimated Reading Time: 8 minutes

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Nvidia just posted another record-breaking quarter, with revenue soaring to an incredible $46.7 billion. The results are fueled by immense demand for the company's data center hardware, putting its financial scale on par with that of a top global economy.

While CEO Jensen Huang projects a market reaching trillions, flat sales in China due to geopolitical tensions present a significant challenge. With the foundation for the next wave of AI being built at such a rapid pace, how will this gap in a key market affect the global landscape?

Today in AI:

  • Nvidia’s record-breaking AI revenue

  • China’s push for AI chip independence

  • Google launches its free AI video editor

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What’s new? Nvidia just posted another record-breaking quarter with $46.7 billion in revenue. The results are fueled by soaring demand for its data center hardware and new Blackwell chips.

What matters?

  • The company's data center revenue alone saw a 56% year-over-year increase, putting its financial scale on par with a top global economy.

  • CEO Jensen Huang projects the total addressable market for the AI infrastructure buildout could reach $3-4 trillion by 2030, with the company guiding for $54 billion in revenue next quarter alone.

  • Despite the massive growth, sales in China have flatlined due to geopolitical tensions, highlighting a significant challenge in an otherwise booming market.

Why it matters?

These figures are more than just financial wins; they are a direct indicator of the colossal investment pouring into global AI infrastructure. The hardware foundation for the next wave of AI is being constructed at an unprecedented pace and scale.

What’s new? China is aggressively scaling up its domestic AI chip production, with a plan to triple its output by next year. This strategic push aims to reduce reliance on foreign hardware and boost homegrown companies like Huawei.

What matters?

  • Huawei is leading the charge, with its dedicated fab production starting by the end of this year and two more plants set to launch in 2026.

  • China’s largest chipmaker, SMIC, is also expanding by planning to double its 7nm chip capacity to support the national initiative.

  • The ripple effect is already visible as other domestic chip companies like Cambricon and Biren have seen their profits and market values surge this year.

Why it matters?

This massive investment signals China's determination to achieve AI hardware independence amid ongoing geopolitical pressures. The increased domestic supply could reshape the global chip market and create new competition for established leaders like Nvidia.

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What’s new? Google has publicly launched its AI-powered video editor, Vids, making video creation more accessible with a new no-cost option alongside its premium tiers.

What matters?

  • The tool introduces powerful new features like creating realistic AI avatars from a script and generating video clips from still images using Google's Veo 3 model.

  • Vids simplifies the editing process with tools like automatic transcript trimming, which intelligently removes filler words and awkward pauses from your audio.

  • While the free version includes templates and stock media, the most advanced capabilities are reserved for users on paid Workspace plans.

Why it matters?

Google is lowering the barrier to entry for professional-quality video production. This move places powerful storytelling tools directly into the hands of marketers, entrepreneurs, and creators without requiring deep editing expertise.

Everything else in AI

OpenAI published a joint safety evaluation with Anthropic, cross-testing each other's frontier models to identify risks in areas like misuse and hallucination.

Nous Research introduced Hermes 4, a family of open-weight, hybrid reasoning models designed to be neutral and avoid sycophancy while showing its reasoning.

Microsoft embedded Copilot into Samsung's 2025 TVs and smart monitors, featuring an animated on-screen assistant for movie recommendations and general queries.

UCLA researchers developed a light-based AI image generator that uses a laser beam to perform the diffusion process with nearly zero power consumption.

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