NVIDIA revenue reached $ 39.3B, up to 78% in FYQ4 – no signs of delay (updated)

Nvidia reported The fact that his revenue for the fourth fiscal quarter, which ended on January 26, is $ 39.3 billion, which is 12% compared to the previous quarter and 78% compared to a year ago.

For the quarter, the GAAP profit per diluted share is 89 cents, which is 14% compared to the previous quarter and 82% compared to a year ago. The non-GAAP profit of a diluted action was 89 cents, which is 10% compared to the previous quarter and 71% compared to a year ago. (Updated with adjusted numbers).

The company’s shares are traded to $ 132.87, which is 1.2%, in trade after hours, above, when analysts estimate that the quarterly results of NVIDIA will be: $ 38.2 billion in revenue and $ 85 cents per profit. The year -round revenue was $ 130.5 billion, which is 114%. GAAP’s profit for a diluted share was $ 2.94, which is 147% compared to a year ago. Non-GAAP’s profit for a diluted action was $ 2.99, which is 130% compared to a year ago.

There is always a lot of bet on NVIDIA’s revenue these days. Thanks to the growth of AI, the NVIDIA market value is $ 3.16 trillion, making it second compared to colleague Apple, valued at $ 3.66 trillion.

This price of the shares meant that investors regarded NVIDIA as invincible. But the company has been shocked about its systems in the last month, as China Deepseek AI has announced that it is able to deploy an AI model that performed well, although it was trained with part of the price of other AI models of heavy load. This suggested that investors that such companies may not need a tone of NVIDIA AI processors and this has led to a sale of the company’s shares.

More recently, Microsoft seemed to have given up his decision to invest seriously in AI data centers. This conversation about profit is the first chance to talk widely about why NVIDIA still has great opportunities in front of it.

“The search for Blackwell is incredible, as the reasoning AI adds another law to scaling -increasing the training calculation makes the models smarter and the increase in the calculation of long thinking makes the answer more smart,” says Nvidia’s statement, founder and CEO.

“We have successfully increased the mass production of Supercomputers Blackwell AI, achieving billions of dollars in sales in its first quarter. AI is progressing with light speed as the agent AI and Physical AI lay the basis of the next wave of AI to revolutionize the largest industries. “

During CES 2025, Las Vegas’s Grand Technology Exhibition in January, Huang delivered a major speech where he predicts a boom in physical aiSuch as industrial robots would happen due to the heavy use of synthetic data, where computer simulations can completely test the scenarios such as robots and self -driven cars, reducing the time required to test such products in the real world.

NVIDIA’s perspective

For the first fiscal quarter to end in April, the company said it expects revenue to be $ 43.0 billion, plus or minus 2%.

Gaap and non-GAAP gross margins are expected to be 70.6% and 71.0%, plus or minus 50 base points respectively.

GAAP and non-GAAP operating costs are expected to be approximately $ 5.2 billion and $ 3.6 billion, respectively.

GAAP and non-GAAP are expected to be an income of approximately $ 400 million, with the exception of profits and losses from inactive and publicly held securities.

Data center

Revenue from fourth quarter data centers was $ 35.6 billion, which is 16% against the Q3 and 93% compared to a year ago.

The fourth quarter revenue was a record $ 35.6 billion, which is 16% compared to the previous quarter and 93% compared to a year ago. The year -round revenue increased by 142% to a record $ 115.2 billion.

During the quarter, Nvidia announced that NVIDIA would serve as a key technology partner for the Stargate project worth $ 500 billion.

He revealed that cloud service providers AWS, Coreweave, Google Cloud Platform (GCP), Microsoft Azure and Oracle Cloud Infrastructure (OCI) bring the NVIDIA GB200 systems to the cloud regions to respond to income

The company has partnered with AWS to make the NVIDIA DGX Cloud AI platform and the NVIDIA NIM microseriars available through AWS Marketplace.

And he revealed that Cisco will integrate NVIDIA Spectrum-X into its network portfolio to help businesses build AI infrastructure.

Nvidia revealed that more than 75% of the systems in the top500 list of the world’s most powerful supercomputers are fed by NVIDIA Technologies.

He has announced cooperation with Verizon to integrate NVIDIA AI Enterprise, NIM and accelerated calculations with the Verizon 5G private 5G network to power a number of applications and services on Edge Enterprise AI.

He also revealed partnerships with industry leaders, including IQVia, Illumina, Mayo Clinic and Arc Institute for the progress of genomics, drug detection and health.

NVIDIA launches NVIDIA AI Blueprints and Llama Nemotron Model Families to build AI agents and launched NVIDIA NIM Microservices to protect AI AI applications. And announced the opening of the first center for research and development of NVIDIA in Vietnam.

The company also revealed that Siemens Healthineers has accepted Monai Deploy for Medical Imaging AI.

Games and AI PC

The fourth quarter game revenue was $ 2.5 billion, which is 22% compared to the previous quarter and 11% compared to a year ago. Year -round revenue increased by 9% to $ 11.4 billion.

During the quarter, NVIDIA announced NVIDIA’s graphics cards and laptops, powered by the NVIDIA Blackwell architecture, delivering breakthroughs in AI-managed by depicting gamers, creators and developers.

It launches the GeForce RTX 5090 and 5080 graphics cards, delivering up to 2x improvement in the previous generation.

NVIDIA introduced NVIDIA DLSS 4 with enhancements to the production of many staff and image quality, with 75 games and applications supporting it at startup, and revealed NVIDIA REFLEX 2 technology, which can reduce the latency of your computer by up to 75%.

And it revealed NVIDIA NIM Microservices, AI Blueprints and the Llama Nemotron family from open models for RTX AI PC to help developers and enthusiasts build agents of AI and creative work processes.

Professional visualization

The fourth quarter revenue was $ 511 million, which is 5% compared to the previous quarter and 10% compared to a year ago. Year -round revenue increased by 21% to $ 1.9 billion.

The company said it has disclosed numbers of the NVIDIA project, a personal AI supercomputer that provides AI researchers, data scientists and students around the world access to the power of the NVIDIA Grace Blackwell platform.

He has announced generative models of AI and drawings that extend the comprehensive integration of NVIDIA more in physical AI applications, including robotics, autonomous vehicles and Vision AI.

And I introduced NVIDIA Media2, an AI initiative, transforming content creation, streaming and live media experiences built on NIM and AI Pluprints.

Car and robotics

The fourth quarter car revenue was $ 570 million, which is 27% compared to the previous quarter and 103% compared to a year ago. Year -round revenue increased by 55% to $ 1.7 billion.

The company has announced that Toyota, the largest carmaker in the world, will build its next-generation NVIDIA DRIVE AGX Orin vehicles, operating with NVIDIA Driveos-certified safety.

He partnered with the Hyundai Motor Group to create safer, more intelligent vehicles, the production of super charging and deploying avant-garde robotics with NVIDIA AI and NVIDIA Omniverse.

And announced that NVIDIA Driveos Safe Autonomous Driving System received an Asil-D functional safety certification and launches the NVIDIA Drive AI Systems Lab.

NVIDIA launches NVIDIA COSMOS, a platform that includes the most up-to-date models of the world foundation to accelerate the physical development of AI, with the acceptance of leading robotics and car companies 1x, Agile robots, Waabi, Uber and others.

And revealed the NVIDIA Jetson Orin Nano Super, which delivers up to 1.7x profit in the generative efficiency of AI.