Nvidia reported that its income for the fourth fiscal quarter ended January 26 was $39.3 billion, up 12% from the earlier quarter and up 78% from a yr in the past.
For the quarter, GAAP earnings per diluted share was 89 cents, up 14% from the earlier quarter and up 82% from a yr in the past. Non-GAAP earnings per diluted share was 89 cents, up 10% from the earlier quarter and up 71% from a yr in the past. (Up to date with corrected numbers).
The corporate’s inventory is buying and selling as much as $132.87, up 1.2%, in after-hours buying and selling, above the place the analysts estimated that Nvidia’s quarterly outcomes can be: $38.2 billion in income and 85 cents per share in earnings. Full-year income was $130.5 billion, up 114%. GAAP earnings per diluted share was $2.94, up 147% from a yr in the past. Non-GAAP earnings per diluted share was $2.99, up 130% from a yr in the past.
There’s all the time rather a lot at stake with Nvidia’s earnings today. Because of AI progress, Nvidia’s market worth is $3.16 trillion, making it second in comparison with fellow tech agency Apple, valued at $3.66 trillion.
That inventory value has meant that buyers view Nvidia as invincible. However the firm received a shock to its programs previously month as China’s DeepSeek AI introduced it was in a position to deploy an AI mannequin that carried out properly regardless that it was educated at a fraction of the price of different heavy-duty AI fashions. That prompt to buyers that such corporations won’t want a ton of Nvidia’s AI processors, and it led to a selloff within the firm’s inventory.
Extra just lately, Microsoft appeared to again off on its choice to speculate closely into AI information facilities. This earnings name is the primary probability to speak extensively about why Nvidia nonetheless has huge alternatives forward of it.
Nvidia CEO Jensen Huang reveals off Thor.
“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,” stated Jensen Huang, founder and CEO of Nvidia, in a press release.
“We’ve successfully 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.”
Throughout CES 2025, the massive tech commerce present in Las Vegas in January, Huang gave a keynote speech the place he predicted a growth in bodily AI, comparable to industrial robots, would occur due to heavy use of artificial information, the place laptop simulations can absolutely take a look at eventualities for issues like robots and self-driving vehicles, decreasing the time it takes to check such merchandise in the true world.
Nvidia’s Outlook
For the primary fiscal quarter ending in April, the corporate stated it expects income to be $43.0 billion, plus or minus 2%.
GAAP and non-GAAP gross margins are anticipated to be 70.6% and 71.0%, respectively, plus or minus 50 foundation factors.
GAAP and non-GAAP working bills are anticipated to be roughly $5.2 billion and $3.6 billion, respectively.
GAAP and non-GAAP different earnings and expense are anticipated to be an earnings of roughly $400 million, excluding positive aspects and losses from non-marketable and publicly-held fairness securities.
Information Middle
There are 72 Blackwell chips on this wafer.
Fourth quarter Information Middle income was $35.6 billion, up 16% from Q3 and up 93% from a yr in the past.
Fourth-quarter income was a document $35.6 billion, up 16% from the earlier quarter and up 93% from a yr in the past. Full-year income rose 142% to a document $115.2 billion.
Through the quarter, Nvidia introduced that Nvidia will function a key know-how associate for the $500 billion Stargate Mission.
It revealed that cloud service suppliers AWS, CoreWeave, Google Cloud Platform (GCP), Microsoft Azure and Oracle Cloud Infrastructure (OCI) are bringing Nvidia GB200 programs to cloud areas all over the world to fulfill surging buyer demand for AI.
The corporate partnered with AWS to make the Nvidia DGX Cloud AI computing platform and Nvidia NIM microservices accessible by AWS Market.
And it revealed that Cisco will combine Nvidia Spectrum-X into its networking portfolio to assist enterprises construct AI infrastructure.
Nvidia revealed that greater than 75% of the programs on the TOP500 record of the world’s strongest supercomputers are powered by Nvidia applied sciences.
It introduced a collaboration with Verizon to combine Nvidia AI Enterprise, NIM and accelerated computing with Verizon’s personal 5G community to energy a spread of edge enterprise AI functions and companies.
It additionally unveiled partnerships with trade leaders together with IQVIA, Illumina, Mayo Clinic and Arc Institute to advance genomics, drug discovery and healthcare.
Nvidia launched Nvidia AI Blueprints and Llama Nemotron mannequin households for constructing AI brokers and launched Nvidia NIM microservices to safeguard functions for agentic AI. And it introduced the opening of Nvidia’s first R&D heart in Vietnam.
The corporate additionally revealed that Siemens Healthineers has adopted MONAI Deploy for medical imaging AI.
Gaming and AI PC
Nvidia Blackwell GeForce RTX 50 collection graphics card
Fourth-quarter Gaming income was $2.5 billion, down 22% from the earlier quarter and down 11% from a yr in the past. Full-year income rose 9% to $11.4 billion.
Within the quarter, Nvidia introduced new GeForce RTX 50 Sequence graphics playing cards and laptops powered by the Nvidia Blackwell structure, delivering breakthroughs in AI-driven rendering to players, creators and builders.
It launched GeForce RTX 5090 and 5080 graphics playing cards, delivering as much as a 2x efficiency enchancment over the prior era.
Nvidia launched Nvidia DLSS 4 with Multi Body Technology and picture high quality enhancements, with 75 video games and apps supporting it at launch, and unveiled Nvidia Reflex 2 know-how, which may cut back PC latency by as much as 75%.
And it unveiled Nvidia NIM microservices, AI Blueprints and the Llama Nemotron household of open fashions for RTX AI PCs to assist builders and fanatics construct AI brokers and artistic workflows.
Skilled Visualization
Fourth-quarter income was $511 million, up 5% from the earlier quarter and up 10% from a yr in the past. Full-year income rose 21% to $1.9 billion.
The corporate stated it unveiled Nvidia Mission DIGITS, a private AI supercomputer that gives AI researchers, information scientists and college students worldwide with entry to the ability of the Nvidia Grace Blackwell platform.
It introduced generative AI fashions and blueprints that develop Nvidia Omniverse integration additional into bodily AI functions, together with robotics, autonomous autos and imaginative and prescient AI.
And it launched Nvidia Media2, an AI-powered initiative reworking content material creation, streaming and dwell media experiences, constructed on NIM and AI Blueprints.
Automotive and Robotics
Nvidia Isaac robotics platform in motion.
Fourth-quarter Automotive income was $570 million, up 27% from the earlier quarter and up 103% from a yr in the past. Full-year income rose 55% to $1.7 billion.
The corporate introduced that Toyota, the world’s largest automaker, will construct its next-generation autos on Nvidia DRIVE AGX Orin operating the safety-certified Nvidia DriveOS working system.
It partnered with Hyundai Motor Group to create safer, smarter autos, supercharge manufacturing and deploy cutting-edge robotics with Nvidia AI and Nvidia Omniverse.
And it introduced that the Nvidia DriveOS protected autonomous driving working system obtained ASIL-D useful security certification and launched the Nvidia Drive AI Programs Inspection Lab.
Nvidia launched Nvidia Cosmos, a platform comprising state-of-the-art generative world basis fashions, to speed up bodily AI growth, with adoption by main robotics and automotive corporations 1X, Agile Robots, Waabi, Uber and others.
And it unveiled the Nvidia Jetson Orin Nano Tremendous, which delivers as much as a 1.7x acquire in generative AI efficiency.
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