NVIDIA Reports Stellar Q4 With $39.3 Billion Revenue, Fueled by AI Demand
Semiconductor giant NVIDIA continues its remarkable growth trajectory, posting fourth-quarter revenue of $39.3 billion for fiscal year 2025, a staggering 78% increase compared to last year.
The company's quarterly performance, announced yesterday, represents a 12% sequential increase from Q3, capping off a fiscal year that saw total revenue soar to $130.5 billion—more than double the previous year's figure with a 114% year-over-year jump.
Behind this explosive growth is unprecedented demand for NVIDIA's Blackwell chips, designed explicitly for generative AI and advanced computational workloads.
"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 answer smarter," said Jensen Huang, NVIDIA's Founder and CEO. "We've successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter."
Huang emphasized the rapid pace of innovation, adding, "AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries."
The company reported GAAP earnings per diluted share of $0.89, representing 14% growth from the previous quarter and 82% from a year ago.
Further cementing its industry dominance, NVIDIA was recently named a key technology partner for the ambitious $500 billion Stargate Project. The company also noted that over 75% of systems on the Top 500 list of the world's most powerful supercomputers now run on NVIDIA technologies.
While the AI and data center segments flourish, the company's gaming division showed signs of weakening, with revenue declining to $2.5 billion—down 22% from the previous quarter and 11% year over year.
NVIDIA continues to expand its reach beyond traditional computing markets, announcing new partnerships with healthcare and life sciences leaders, including IQVIA, Illumina, Mayo Clinic, and Arc Institute, to advance genomics, drug discovery, and healthcare innovation. The company is also broadening its global footprint by announcing its first R&D center in Vietnam.