{"id":20386,"date":"2025-03-07T10:00:00","date_gmt":"2025-03-07T08:00:00","guid":{"rendered":"https:\/\/ivankroshnyi.com\/?p=20386"},"modified":"2025-03-20T16:35:57","modified_gmt":"2025-03-20T14:35:57","slug":"nvidia-still-dominates","status":"publish","type":"post","link":"https:\/\/ivankroshnyi.com\/en\/nvidia-still-dominates\/","title":{"rendered":"Nvidia Still Dominates"},"content":{"rendered":"

At the end of February, Wall Street held its breath ahead of Nvidia’s report, fearing that controversial figures could destabilize the stock market. And it exhaled. Nvidia’s net profit for the quarter ended in January rose 80% year-over-year to $22 billion, even though operating expenses rose nearly 50% (profitability declined due to the transition to “more complex and costly” Blackwell systems). In fact, Nvidia’s strong earnings exceeded expectations, as did its sales forecast for the current quarter at $43 billion.<\/span><\/p>\n

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This is the first report from the chipmaker since the sudden popularity of China’s DeepSeek, whose model requires less powerful microchips, temporarily wiped out over $600 billion from NVDA\u2019s market value in January. (https:\/\/t.me\/Expert_kroshnyi\/2611) Since then, Nvidia’s shares have almost recovered. CEO Jensen Huang is very optimistic about the prospects for the flagship artificial intelligence server system, Blackwell \u2014 GB200 NVL72. He is now more enthusiastic than he was at CES.<\/span><\/p>\n

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Basic Figures<\/b><\/p>\n

\u2b06\ufe0f Record quarterly revenue of $39.3 billion \ud83d\udc49 12% more than in the third quarter and 78% more than a year ago<\/span><\/p>\n

\u2b06\ufe0f Record quarterly data center revenue of $35.6 billion \ud83d\udc49 increased by 16% compared to the 3rd quarter and by 93% compared to the previous year<\/span><\/p>\n

\u2b06\ufe0f Record annual revenue of $130.5 billion \ud83d\udc49 growth of 114%<\/span><\/p>\n

\u2b06\ufe0f Record annual data center revenue of $115.2 billion \ud83d\udc49 growth of 142%<\/span><\/p>\n

\u2b06\ufe0f Quarterly diluted EPS GAAP of $0.89 \ud83d\udc49 14% more than the previous quarter and 82% more than a year ago<\/span><\/p>\n

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The demand for Blackwell is astounding, as smart AI adds another scaling law \u2014 more computation for training makes models smarter, and more computation for longer planning makes responses smarter. We are successfully ramping up large-scale production of Blackwell AI supercomputers, reaching billion-dollar sales in the first quarter.” AI is developing at lightning speed: agent AI and physical AI create the foundation for the next wave, which will revolutionize the largest industries.<\/span><\/em><\/p>\n<\/blockquote>\n

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Details about Nvidia’s progress in the “Data Center” segment<\/b>\u00a0<\/span><\/p>\n

\u2014 NVIDIA will act as a key technology partner for the $500 billion “Stargate” project<\/span><\/p>\n

\u2014 Cloud service providers AWS, CoreWeave, Google Cloud Platform (GCP), Microsoft Azure, and Oracle Cloud Infrastructure (OCI) supply NVIDIA\u00ae GB200 systems worldwide<\/span><\/p>\n

\u2014 Cisco announced the integration of NVIDIA Spectrum-X\u2122 into its networking portfolio<\/span><\/p>\n

\u2014 Announced collaboration with Verizon to integrate NVIDIA AI Enterprise, NIM, and accelerated computing with Verizon’s private 5G network to support a variety of AI applications and services in enterprises<\/span><\/p>\n

\u2014 Announced partnerships with industry leaders, including IQVIA, Illumina, Mayo Clinic, and Arc Institute, for advancements in genomics, drug discovery, and healthcare<\/span><\/p>\n

\u2014 Announced the opening of NVIDIA’s first R&D center in Vietnam<\/span><\/p>\n

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Forecast for the 1st quarter of the 2026 fiscal year<\/b><\/p>\n