NVIDIA reported record revenue of $35.1 billion for the third quarter of fiscal 2025, a 17% rise from the previous quarter and a 94% increase year-over-year. The data centre segment contributed $30.8 billion, up 17% from the prior quarter and 112% from the same period last year.
“The age of AI is in full steam, propelling a global shift to NVIDIA computing,” said Jensen Huang, founder and CEO of NVIDIA. “Demand for Hopper and anticipation for Blackwell — in full production — are incredible as foundation model makers scale pretraining, post-training, and inference.”
Huang also highlighted the broader impact of AI, saying, “AI is transforming every industry, company, and country. Enterprises are adopting agentic AI to revolutionise workflows. Industrial robotics investments are surging with breakthroughs in physical AI. And countries have awakened to the importance of developing their national AI and infrastructure.”
Looking ahead, NVIDIA provided an optimistic forecast for the fourth quarter, projecting revenue of $37.5 billion, which surpasses analyst expectations. Despite the impressive results, NVIDIA’s stock experienced a slight dip in after-hours trading, possibly due to investors’ even higher expectations.
During the earnings call, Huang said that Blackwell production is running at full steam.
NVIDIA’s CFO Colette M Kress revealed that the company shipped 13,000 Blackwell GPU samples to customers in the third quarter, including one of the first Blackwell DGX engineering samples to OpenAI.
“Blackwell is now in the hands of all of our major partners, and they are working to bring up their data centers. We are integrating Blackwell systems into the diverse data centre configurations of our customers,” said Kress. “Blackwell demand is staggering, and we are racing to scale supply to meet the incredible demand customers are placing on us.”
She further reported exceptional demand for Hopper GPUs, with H200 sales rising significantly quarter-over-quarter to reach double-digit billions. The CFO described the H200’s production ramp as the fastest in NVIDIA’s history, noting its delivery of up to twice the inference performance and a 50% improvement in total cost of ownership (TCO).
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