Nvidia reported revenue of $46.74 billion, a 56% year‑over‑year increase, and profits rose 40.8% to $26.4 billion. Data center sales, which comprise the majority of the business, grew 56% to $41.1 billion, with major cloud and tech customers driving demand. The company projects $3 trillion to $4 trillion in AI infrastructure spending by the end of the decade and expects significant growth opportunities through the 2020s. Industry analysts characterize the results as another strong performance, noting high demand for Blackwell chips and strategic moves into GPUs, robotics, physical AI, reasoning AI, and rack‑scale computing. Concerns about an AI 'bubble' remain, but reported metrics and outlook indicate robust enterprise spending ahead.
We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade," he said. "I think the next several years, surely through the decade, we see really significant growth opportunities ahead.
The AI race is on," Huang added.
The company is making strategic moves across areas under their control, including continued development of state-of-the-art data center GPUs, innovation in new growth areas like robotics and physical AI, and promoting use cases that drive increased GPU purchases, such as reasoning AI and rack-scale computing.
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