TechFlow news, on February 27, according to Jinshi reports, NVIDIA announced its fiscal 2025 fourth-quarter results that significantly exceeded market expectations, with revenue rising 78% year-on-year to $39.3 billion, surpassing analysts' forecast of $38 billion. Data center business revenue reached $35.6 billion, up 93.5% year-on-year, while net profit increased by 80% to $22.091 billion.
During the earnings call, NVIDIA CEO Jensen Huang stated that demand for the new Blackwell AI chips is "extraordinary," having already generated billions of dollars in sales in the first quarter. He emphasized: "As agent AI and physical AI pave the way for the next wave of AI revolution, AI is advancing at light speed, which will completely transform the largest industries."
For the first quarter of fiscal 2026, NVIDIA expects revenue to reach $43 billion, higher than the analysts' estimate of $42 billion, indicating continued strong demand for AI chips. Despite recent market concerns over chip demand triggered by the DeepSeek model, the earnings report revealed that more than 40% of NVIDIA's data center revenue comes from inference-related operations, alleviating investor worries.
NVIDIA's stock rose more than 3.5% in after-hours trading following the release of the earnings. The company plans to disclose further details about future chips at its annual conference next month in California, including the next-generation AI chip codenamed "Rubin," expected to enter production in 2026.
