Nvidia's Record $39.3 Billion Q1, Synopsys Q1 and Blackwell, Plus Chips Act Funding

eetimes.com, Feb. 28, 2025 – 

Everyone following the markets was watching Nvidia's results this week, especially since it is the stock that drives sentiment in the tech stock indices at the moment. Well, the company announced a record for its fourth quarter that ended Jan. 26 of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago. For fiscal 2025, revenue was $130.5 billion, up 114% from a year ago.

"We've successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. 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," Jensen Huang, founder and CEO of Nvidia, said in prepared remarks.

It seems Blackwell is selling well. In her commentary, Nvidia CFO Colette Kress said that data center revenue for fiscal 2025 was $115.2 billion, up 142% from a year ago, and for the fourth quarter, data center revenue hit a record, up 93% from a year ago and up 16% sequentially. This was driven by demand for accelerated computing used for LLMs, recommendation engines and generative AI applications.

"We delivered $11.0 billion of Blackwell architecture revenue in the fourth quarter of fiscal 2025, the fastest product ramp in our company's history. Blackwell sales were led by large cloud service providers, which represented approximately 50% of our data center revenue," she said. "Data center compute revenue was $32.6 billion, up 116% from a year ago and up 18% sequentially, driven by demand for our Blackwell computing platform and sequential growth from our H200 offering."

Click here to read more...

 Back