AI Sector Analysis: August 28, 2025
NVIDIA Earnings Beat Estimates But Data Center Miss Weighs on Stock; Anthropic Settles Landmark Copyright Suit as Vercel Nears $9B Valuation
NVIDIA reported record second-quarter revenue of $46.7 billion, though a slight miss in its data center segment and cautious guidance on China sales tempered investor reaction. The day also saw major legal and capital market shifts, as Anthropic settled a landmark copyright lawsuit with authors and front-end development startup Vercel neared a new funding round valuing it at $9 billion.
Key developments
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NVIDIA reported Q2 revenue of $46.74 billion, beating estimates, but its data center revenue of $41.1 billion slightly missed analyst projections of $41.3 billion, according to its earnings release.
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Anthropic reached a settlement …
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