NVIDIA Corporation reported a remarkable Q3 2025, featuring a revenue increase of 94% year-over-year, driven by heightened demand for AI and accelerated computing solutions. Revenue reached $35.1 billion, surpassing management’s guidance significantly. The accelerated adoption of NVIDIA’s H200 products catalyzed a 112% year-on-year growth in the Data Center segment, manifesting NVIDIA's dominance in AI infrastructure. Gross and net margins remained robust, showcasing operational efficiency despite increasing R&D and operational costs.
Management emphasized the unprecedented growth trajectory for AI applications and their commitment to ramping production to meet soaring demand. The upcoming Blackwell architecture is expected to enhance performance capabilities further, which could result in sustained revenue growth in the current fiscal year and beyond, reinforcing NVIDIA’s competitive edge in the semiconductor industry.