From GPUs to tokens – How Nvidia’s optimism might influence the crypto AI sector

In Q2 2025, Nvidia achieved a revenue of 46.7 billion USD, marking a 6% increase from the previous quarter and 56% compared to last year. They anticipate reaching up to 54 billion USD in Q3, driven by strong demand for their AI platform, Blackwell.

Despite Nvidia’s growth, AI tokens like Bittensor and Render have seen declines of 56% and 70% from their December peaks, respectively. While the broader altcoin market has increased nearly 60% since April, the AI sector lags behind with only a 30% growth, demonstrating a bearish market sentiment.

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