Nvidia Posts Record Revenue — AI Infrastructure Spending Accelerates
Nvidia reported its highest-ever quarterly revenue driven by surging demand for AI data centre chips. Data centre segment alone crossed $40B for the first time.
Nvidia delivered another quarter of record results, with total revenue surpassing analyst estimates as hyperscale cloud providers and enterprises continued accelerating AI infrastructure build-outs. The data centre segment crossed $40 billion in quarterly revenue for the first time, representing year-over-year growth of over 75%.
The company's Blackwell GPU architecture is now shipping at scale, and demand continues to outpace supply despite significant capacity expansions. CEO Jensen Huang described the current period as "the dawn of a new industrial revolution" driven by AI computing.
Key figures from the quarter
- —Total revenue: $44.2B (estimates: $43.1B)
- —Data centre revenue: $40.6B (+78% YoY)
- —Gross margin: 78.4%
- —EPS: $6.12 adjusted (estimates: $5.89)
- —Next quarter guidance: $45.5B ± 2%
The next wave of AI — physical AI, agentic AI, sovereign AI — is just beginning. Demand for Blackwell is extraordinary. — Jensen Huang, CEO Nvidia
Shares rose 6% in after-hours trading. Nvidia's market capitalisation briefly crossed $3.5 trillion on the results, cementing its position as one of the most valuable companies in the world.