Nvidia claims that 'every PC equipped with an RTX' is an AI PC as gaming revenue for the GPU giant increases by 16% annually

Nvidia has recently announced that the PC gaming market is doing well.

The AI GPU giant announced its financial results for the second quarter of fiscal 2025. In its earnings call, it said that "gaming revenues of $2.88 Billion increased 9% sequentially and by 16% year-onyear." Nvidia says it has also seen "sequential revenue growth in consoles, notebooks, and desktops, and demand is growing and channel inventories remain healthy."

The company is, by far, a leader in AI and datacentres. It would be remiss if the company didn't mention the gaming's link to AI. Mentioning Nvidia's ACE AI generation tech for games and stating that "Every PC with RTX" is an AI PC. RTX PCs are capable of delivering up to 1,300 AI TOPS. There are over 200 RTX AI Laptop designs from leading PC manufacturers.

AI is the main driver of Nvidia’s success. Nvidia's Q2 results show a $30 Billion revenue, which is "up 122% and 15% from a year earlier" and "well above our forecast of $28 Billion." The earnings per share has increased from $0.25 in the Q2 of 2024 to $0.60 for Q1 2025, and now $0.67 for Q2 of 2025. The growth is slowing down, but it's still a big growth.

This growth is mainly due to datacenter demand, as everyone tries to stay on the cutting edge of AI processing. Nvidia states that the demand is coming from "frontier model makers, consumer Internet Services, and tens and thousands of companies and startup building generative AI apps for consumers, advertising and education, enterprise, healthcare, and robots."

There are "functional samples" of the next-generation Blackwell GPUs, which are also being developed by the company.

Nvidia CEO Huang, by the way says that Blackwell is "an AI Infrastructure Platform, not just a graphics card". It's also in the name of Nvidia's GPU, but is an AI infrastructure platform.

Huang explains that "Nvidia designed the Blackwell platform end-to-end, from chips, systems and networking, to structured cables, cooling and power, and mountings of software, to make it quick for customers to build AI factory." These factories are, by the way "building-sized computer."

Blackwell is not only the GPU in this context, but also the "Grace CPU" and the "...coVS package", the ConnectX DPU (for East-West traffic), the BlueField DPU (for North-South traffic and storage traffic), the NVLink switch to connect all GPUs, and Quantum or Spectrum-X, for both InfiniBand Ethernet and InfiniBand, can support AI's massive burst traffic."

Infrastructure aside, Blackwell is a GPU, and it's this that we gamers are excited about because Blackwell-architecture GPUs should come packaged in some of the best graphics cards of the next generation when the RTX 5000-series launches. If Nvidia's increasing gaming revenue is any indication, we can at least be a little optimistic.