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Record-Breaking Quarter: NVIDIA Hits 78% Revenue Surge, Riding AI Wave

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Feb 27 - NVIDIA (NVDA, Financial) reported a 78% jump in Q4 FY2025 revenue to $39.3B, citing strong AI chip demand, according to a Wednesday press release. The Santa Clara-based technology firm said data center expansion and the adoption of its Blackwell GPU architecture fueled record-breaking performance in the three-month period ended Jan. 31.

Net income climbed to $22.1B, compared with $12.3B in the prior-year quarter, as the data center segment rose 93% year over year to $35.6B. NVIDIA attributed $11B in quarterly revenue to Blackwell GPUs, highlighting robust adoption across artificial intelligence applications. The results underscore surging enterprise interest in advanced AI infrastructure.

Chief Executive Officer Jensen Huang described the demand for the company's AI supercomputers as exceptional, and pointed to the swift production ramp-up of Blackwell hardware. Huang said NVIDIA is meeting unprecedented orders for next-generation AI systems, which he believes will transform industries ranging from healthcare to automotive with expanded automation.

For fiscal 2025, NVIDIA anticipates sustained growth amid increasing reliance on AI-driven solutions. While the company did not disclose specific guidance, it cited a strong pipeline for data center products. Shares of NVIDIA were up 4% at the close on Wednesday, extending gains that have seen the stock climb this year.

This article first appeared on GuruFocus.