Revenue increases sharply thanks to data center
According to a report released on Wednesday (local time), Nvidia achieved revenue of 68 billion USD in the last quarter of fiscal year 2025 (ending in January), up 73% compared to the same period last year.
In which, the data center segment accounted for 62 billion USD, continuing to be the main growth driver of the company.
Data center revenue is divided into 51 billion USD from computing activities (mainly AI GPUs) and 11 billion USD from network products such as NVLink.
Nvidia's total revenue for the whole year reached 215 billion USD, reflecting the huge demand for AI infrastructure globally.
CEO Jensen Huang said that the demand for AI token processing is increasing exponentially.
Even GPUs that were launched 6 years ago on the cloud platform are still being used at full capacity and rental prices are increasing.
He emphasized that in the AI era, computing power is the factor that generates revenue.
Without computing, there is no token, and without tokens, revenue cannot be increased," he told investors.
Although the US government recently eased some chip export restrictions, Nvidia said the company has not yet recorded revenue from the Chinese market.
Chief Financial Officer Colette Kress said that a small amount of H200 chips have been licensed for export but have not generated revenue, and the future of imports into China is still unclear.
She also warned that rapidly progressing Chinese competitors, especially after recent IPOs, could change the structure of the global AI industry in the long term.
Promoting cooperation with major AI companies
In a meeting with investors, Huang also mentioned a deeper cooperation plan with OpenAI, including the possibility of participating in an investment believed to be up to 30 billion USD.
However, documents sent to the U.S. Securities and Exchange Commission emphasized that there is no guarantee that the agreement will take place.
In addition to OpenAI, Nvidia is also cooperating closely with other major AI companies such as Anthropic, Meta and Elon Musk's xAI.
Belief in the AI investment wave
Regarding concerns that huge investments in AI may not last long, Mr. Jensen Huang said that the technology industry has passed an important testing phase.
According to him, the current AI computing capacity has directly generated revenue for businesses and cloud service providers, instead of just a future investment as before.
The latest business results show that Nvidia is still the center of the global AI wave, as technology companies continue to pour hundreds of billions of USD into computing infrastructure, which is considered the foundation of the artificial intelligence revolution.
