Nvidia Revenue hits a historic high as the global demand for AI-driven GPUs continues to soar. In a groundbreaking quarter, the California-based chip manufacturer reported a 62% year-over-year increase, generating $57 billion in revenue and $31.9 billion in net profit, far exceeding market expectations. Analysts now expect Nvidia’s next quarter to break even more records, driven by the unrelenting AI boom.
Nvidia Revenue Soars Amid AI Boom
Nvidia has firmly established itself as a leader in the global AI chip market. The company’s record-breaking revenue is largely fueled by the unprecedented demand for GPUs designed to power artificial intelligence workloads. Tech giants like Microsoft, Amazon, Google, Oracle, and Meta rely heavily on Nvidia’s infrastructure to train next-generation AI models, making the company’s performance a key indicator of the AI ecosystem’s health.
The data center division was the largest contributor, generating $51.2 billion in sales, a 66% increase from the previous year. Of this, $43 billion came from GPU sales, reflecting the strong initial shipments of the GB300 chip family, while $8.2 billion stemmed from networking technology that allows GPU clusters to operate like supercomputers. Nvidia’s most popular GPU line, the Blackwell Ultra, has become a major revenue driver.
“GPUs Are Sold Out” – CEO Jensen Huang
The surge in demand has been staggering. Microsoft, Meta, Amazon, and Alphabet have collectively committed over $380 billion in capital expenditures this year alone. Reflecting this, Nvidia CEO Jensen Huang stated that cloud GPUs are completely sold out, highlighting the sustained appetite for AI infrastructure. Back in October, the company reported a backlog of $500 billion in orders for 2025 and 2026, indicating that demand is unlikely to slow down anytime soon.
Gaming and Robotics Contributions
On the gaming side, Nvidia achieved $4.3 billion in revenue, a 30% year-over-year growth, boosted by the AI-focused desktop system DGX Spark. The robotics and automotive segment contributed $592 million, marking a 32% growth and demonstrating the company’s diversification beyond traditional GPUs.
Nvidia’s Net Profit Jumps 65%
Nvidia’s net profit rose 65% year-over-year, reaching $31.9 billion, up from $19.3 billion the previous year. Earnings per share jumped from $0.78 to $1.30, highlighting the company’s robust financial health.
CEO Jensen Huang emphasized that the sales of Nvidia’s latest AI chip, Blackwell, exceeded expectations. He described the AI ecosystem as entering a “virtuous cycle,” with new foundational AI model producers and initiatives emerging across more industries and countries, accelerating the sector’s growth.
Market Reactions and Global Impact
Following the earnings announcement, Nvidia shares rose over 4% in after-hours trading. The strong results alleviated concerns about a potential AI market bubble, boosting investor confidence.
Wall Street saw broad gains, with the S&P 500 rising 0.4% and ending a four-day losing streak. Nasdaq 100 futures gained 1.9%, while European and Asian markets also showed positive momentum. Japan’s Nikkei 225 rose 3.2%, and South Korea’s Kospi index gained 3%, reflecting optimism about AI-driven growth.
Nvidia Sets Future Expectations
Looking ahead, Nvidia expects $65 billion in revenue for the current quarter, surpassing analyst projections by approximately $3 billion. This optimistic outlook reinforces the company’s position as a global tech leader and highlights AI’s growing role in shaping corporate strategies.
Jensen Huang concluded, “There has been a lot of debate about an AI bubble. From our perspective, the reality is very different. The AI infrastructure demand is just beginning, and our growth trajectory remains strong for the coming quarters.”
In Summary: Nvidia’s revenue surge is powered by an insatiable demand for AI GPUs. From record-breaking data center sales to gaming and robotics growth, the company continues to outperform expectations. With strong projections for the next quarter and a sold-out GPU inventory, Nvidia solidifies its position as the dominant force in AI-driven computing.
