Data Center business

Details

revenue

$75.2 billion

year over year change

+92%

year over year growth

75%

year over year growth percent

92

evidence → about5

• Compute demand is accelerating and compounding across both training and inferenc
• Global demand for NVIDIA's AI infrastructure is incredibly strong.
• NVIDIA's record $4 trillion valuation reflects sustained demand for its AI data-
• The Blackwell ramp and early Vera Rubin systems are credited with driving the re
• The US export license requirement for H20 shipments to China forced a $4.5 billi

result → about2

• Data Center revenue grew 56% year over year to $41.1 billion, reflecting strong
• Networking revenue surged 263% year over year to $11.0 billion, indicating stron

concern → about1

• Investors worried that cheaper AI training would reduce future demand for NVIDIA

earnings report → about1

• NVIDIA Q4 FY2025 results

prediction → about1

• Analysts argued that cheaper training could increase overall demand for AI compu