Nvidia Corp. has reported strong financial results for the fourth quarter of fiscal year 2025, driven by robust demand for its new Blackwell AI chips. The company achieved a record quarterly revenue of $39.3 billion, a 78% increase from the previous year, with $11 billion attributed to Blackwell sales—the fastest product ramp in Nvidia’s history. The data center segment contributed $35.6 billion to the revenue, underscoring the growing demand for AI infrastructure. Looking ahead, Nvidia forecasts first-quarter revenue of approximately $43 billion, slightly surpassing analyst expectations. Despite concerns about potential slowdowns in AI hardware spending and competition from cost-effective AI models by companies like China’s DeepSeek, Nvidia’s CEO Jensen Huang emphasized the “amazing” demand for Blackwell, indicating continued confidence in the AI market’s expansion.
Watch Claudio Chisani, financial advisor at Blueshore Financial, on BNN
