NVIDIA Reports Record Revenue as Surging AI Demand Drives Data Center Growth

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.