NVIDIA Reports Record Q4 Earnings Amid AI Market Surge

SANTA CLARA, Calif., Feb. 26, 2025 (GLOBE NEWSWIRE) — NVIDIA (NASDAQ: NVDA) has announced impressive financial results for the fourth quarter of fiscal 2025, achieving record revenues of $39.3 billion. This marks a 12% increase from the previous quarter and an astonishing 78% rise year-over-year. The growth solidifies NVIDIA’s position as a leader in AI computing.

For the full fiscal year, NVIDIA’s total revenue reached $130.5 billion, a staggering 114% increase compared to the previous year. During the fourth quarter, the company’s GAAP earnings per diluted share came in at $0.89, reflecting a 14% quarterly and 82% annual growth.

NVIDIA’s Data Center segment, which has been pivotal in driving the company’s growth, reported revenue of $35.6 billion, representing a 16% increase from the third quarter and a remarkable 93% jump from the previous year. “Demand for Blackwell is amazing as reasoning AI adds another scaling law—increasing compute for training makes models smarter, and increasing compute for long thinking makes the answers smarter,” said Jensen Huang, founder and CEO of NVIDIA.

The company anticipates continued momentum with a projected revenue of $43 billion for the first quarter of fiscal 2026, as indicated by Huang’s comments during the earnings call. “We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter,” he added, showcasing the impact of the Blackwell GPU architecture designed for advanced AI models.

NVIDIA’s gaming segment, while still a key part of the overall business, saw revenue decline to $2.5 billion—a 22% decrease from the previous quarter and an 11% drop year-over-year. This shift highlights NVIDIA’s transformation from primarily a gaming company to a critical player in AI infrastructure and technology.

With strategic partnerships established with major cloud service providers and automotive companies, NVIDIA continues to extend its influence across diverse sectors. Recent collaborations include initiatives related to AI infrastructure and autonomous vehicles, underscoring the company’s versatility and forward-looking approach.

NVIDIA’s commitment to innovation and market leadership was reiterated in Huang’s remarks about ongoing advancements in AI. He described the current era as one where “AI is advancing at light speed,” and expressed optimism for long-term growth driven by emerging applications in various industries, including robotics and healthcare.

Despite the impressive figures, some analysts remain cautious about the sustainability of NVIDIA’s rapid growth. Concerns about expenditure cuts from large cloud providers potentially reshaping the market dynamics were discussed. Nonetheless, the company’s performance during fiscal 2025 has been a strong indicator of demand for AI-driven technology.

As the market looks ahead, NVIDIA’s upcoming announcements at the annual GPU Technology Conference are expected to provide additional insights into its strategic direction and product innovations. CEO Huang urged analysts and investors to attend, promising significant developments related to Blackwell and its next-generation projects.