Nvidia CEO Jensen Huang has revealed how the company’s focus on AI is contributing to the substantial growth in revenue in 2024.
Nvidia has posted revenue of $39.3 billion (up 78 percent) in the fourth-quarter and $130.5 billion (up 114) for fiscal 2025.
Nvidia’s data Center revenue was $35.6 billion (up 93 percent) in fourth-quarter and $115.2 billion (up 142 percent) in full-year.
Nvidia’s gaming revenue was $2.5 billion (down 11 percent) fourth-quarter and $11.4 billion (up 9 percent) in full-year.
Nvidia’s Professional Visualization revenue was $511 million (up 10 percent) in fourth-quarter and $1.9 billion (up 21 percent) for full-year.
Nvidia’s Automotive and Robotics revenue was $570 million (up 103 percent) in fourth-quarter and $1.7 billion (up 55 percent) in full-year.
“Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,” said Jensen Huang, founder and CEO of Nvidia.
Nvidia is targeting revenue of $43 billion for the first quarter of fiscal 2026.
“We’ve 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 said in the earnings report.
An IDC report in December predicted that the size of the global semiconductor market is poised to grow by 15 percent in 2025 thanks to global demand for artificial intelligence (AI) and high-performance computing (HPC).
“As AI continues to drive demand for logic process chips and increases the penetration rate of high bandwidth memory (HBM), the semiconductor market is expected to have double-digit growth in 2025,” Galen Zeng, Senior Research Manager at IDC Asia Pacific, said in December.
AI is driving
AI has been a critical driver of Nvidia’s growth, fueling its revenue growth across multiple sectors. The company’s data center business, which saw a record-breaking $35.6 billion in revenue in the fourth quarter of fiscal 2025, has been propelled by the demand for AI-driven computing platforms.
Nvidia’s accelerated computing solutions, particularly those designed for large language models, recommendation engines, and generative AI applications, have been at the forefront of this surge.
Data Center compute revenue was $32.6 billion, up 116 percent, driven by demand for Blackwell computing platform and H200 offering.
The introduction of the Blackwell architecture marked the fastest product ramp in Nvidia’s history, with sales reaching $11 billion in its fourth quarter alone. Cloud service providers played a crucial role in this expansion, contributing approximately 50 percent of data center revenue as they sought AI infrastructure.
The gaming sector, while experiencing a temporary downturn in quarterly revenue due to supply constraints, continued to benefit from AI advancements. The GeForce RTX 40 Series GPUs, which leverage AI-powered technologies such as DLSS (Deep Learning Super Sampling), contributed to a 9 percent annual increase in gaming revenue. AI-powered upscaling and rendering techniques have enhanced gaming experiences, allowing Nvidia to maintain a strong foothold in the industry despite fluctuating hardware availability.
In the professional visualization market, Nvidia’s AI-driven advancements in GPU technology have enabled more sophisticated design, simulation, and engineering workflows. The company’s Ada RTX GPU workstations, optimized for generative AI applications, led to a 21 percent rise in revenue for the fiscal year. These AI-powered tools have been crucial for industries that rely on advanced graphics and computational modeling.
The automotive sector has also witnessed exponential growth, with revenue doubling in the fourth quarter and increasing by 55 percent for the year. This surge has been driven by Nvidia’s AI-powered self-driving platforms, which are increasingly being adopted by automakers for autonomous vehicle development. AI plays a vital role in perception, decision-making, and real-time processing for self-driving systems, reinforcing NVIDIA’s dominance in automotive AI solutions.
Networking advancements have cemented Nvidia’s AI-driven growth, with the company transitioning to more powerful NVLink and Spectrum-X platforms to meet the increasing demands of AI workloads. AI-centric networking solutions have become essential as enterprises and cloud providers scale their AI infrastructure.
Jensen Huang’s vision for AI as a transformative force has been a guiding principle in Nvidia’s success. The company has positioned itself at the heart of the AI revolution, capitalizing on agentic AI and physical AI to redefine industries.
Baburajan Kizhakedath
