Nvidia has posted record quarterly results, underscoring the rapid expansion of global demand for AI computing infrastructure. The company reported $68 billion in quarterly revenue, a 73% year-over-year increase, with $62 billion generated by its data center division. Within that segment, $51 billion came from compute products such as GPUs, while $11 billion derived from networking technologies including NVLink. Full-year revenue reached $215 billion.
Chief Executive Officer Jensen Huang attributed the growth to exponential demand for AI workloads, noting that even older cloud-based GPUs remain fully utilized. Chief Financial Officer Colette Kress confirmed no revenue from China-bound chips despite limited export approvals. Nvidia also indicated ongoing partnership discussions with OpenAI and continued collaborations with major AI developers, while maintaining that future investment agreements are not guaranteed.
