NVIDIA Corp

Record Revenue and Growth: NVIDIA reported Q4 revenue of $39.3 billion, marking a 12% increase sequentially and a 78% growth year-on-year. Full fiscal year 2025 revenue reached $130.5 billion, up 114% from the prior year, signaling sustained strong demand in key sectors like data center and consumer internet.

Data Center Performance: Data center revenue soared to $115.2 billion for fiscal 2025, doubling from the previous year. In Q4 alone, data center revenue was a record $35.6 billion, an increase of 16% sequentially and 93% year-on-year, driven by the successful ramp of the Blackwell architecture and increasing AI adoption.

Blackwell Architecture and Future Innovations: The ramp-up of the Blackwell product line is crucial, with $11 billion in revenue delivered in Q4. Jensen Huang emphasized the architecture's capability to handle both pretraining and inference tasks efficiently, which could significantly reduce costs and improve throughput, with Blackwell being designed to accommodate the increasing demand for reasoning AI.