Key Takeaways
Nvidia’s fiscal report has projected sustained revenue growth for the next quarter, while tech companies like MongoDB and Pure Storage closed out a bullish week. Can this affect the Crypto AI sector’s sentiment?
Nvidia [NVDA] is in the news today after it reported its Q2 fiscal results for the second quarter ended the 27th of July, 2025. Its revenue of $46.7 billion was up 6% from the previous quarter and 56% higher than a year ago.
Its outlook for the third quarter remains bullish, with revenue expected to be as high as $54 billion. Referring to the Nvidia GPU architecture, Founder and CEO Jensen Huang said,
“Blackwell is the AI platform the world has been waiting for, delivering an exceptional generational leap — production of Blackwell Ultra is ramping at full speed, and demand is extraordinary.”
He added that the “NVLink rack-scale computing is revolutionary” and that the AI race os on. The bullish commentary and the company’s aggressive share repurchase plans could be a sign of greater confidence.
That’s not all though as demand hasn’t been slowing down. In fact, the strong growth in the company’s revenue seemed to be in contrast with signs of fatigue in AI-related stocks. Following the fiscal report release earlier in the week, NVDA’s stock saw a 5.95% correction. It fell from Thursday’s high at $184.13 to Friday’s low of $173.17.
What impact will this have on AI tokens in crypto?
The generative AI boom in 2022, after the launch of OpenAI’s ChatGPT, meant that GPU manufacturers such as Nvidia and cloud vendors like Microsoft and Google were big winners. There have been some recent winners too, with Enterprise technology company MongoDB noting a 45.7% rally last week.
CEO Dev Ittycheria, speaking on CNBC’s Squawk Box, said,
“You start to see deployments of agents to automate back office, maybe automate sales and marketing, but it’s still not yet kind of full force in the enterprise.”
This statement captures the cautious optimism across the market. As far as Crypto AI tokens are concerned, it could take some time for decentralized AI solutions to gain traction. However, when traditional AI players such as NVDA see a hike in bullish sentiment, there will be some impact on the crypto AI sector.
Source: TAO/USDT on TradingView
At the time of writing, Bittensor [TAO], the biggest crypto AI token by market capitalization, was down 56% from its December high of $748.
Bitcoin’s [BTC] performance since April has not been enough to lead TAO token to recovery either.
Source: RENDER/USDT on TradingView
Similarly, Render [RENDER] has depreciated by 70% from its December high of $11.9. Together, these two tokens highlighted how the AI token market sentiment may be risk-averse.
Even though the altcoin market cap, including Ethereum [ETH], has expanded by nearly 60% since April’s lows, the AI sector has only managed 30%. AI tokens come with high risks, but also high rewards for buyers. Their performance would be dependent on the crypto market sentiment, as well as the wider market’s outlook on AI.
