NVIDIA announces third quarter 2025 financial results, revenues up 94% year-on-year to 5.44 trillion yen due to popularity of next-generation AI chip 'Blackwell'
NVIDIA, a semiconductor giant gaining momentum due to the surge in demand for AI, announced its financial results for the third quarter of fiscal year 2025 (August to October 2024). Due to high demand for its next-generation AI chip '
NVIDIA Announces Financial Results for Third Quarter Fiscal 2025 | NVIDIA Newsroom
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2025
Nvidia (NVDA) earnings report Q3 2025
https://www.cnbc.com/2024/11/20/nvidia-nvda-earnings-report-q3-2025.html
Nvidia says its Blackwell AI chip is 'full steam' ahead - The Verge
https://www.theverge.com/2024/11/20/24301810/nvidia-blackwell-ai-b200-gb200-full-production-q3-2025-earnings
According to NVIDIA, revenue for the third quarter of fiscal year 2025 is $35.082 billion (approximately 5.44 trillion yen), up 94% year-on-year, operating income is $21.869 billion (approximately 3.39 trillion yen), up 110% year-on-year, net income is $19.39 billion (approximately 2.99 trillion yen), up 109% year-on-year, and gross margin is 73.5%. NVIDIA's revenue has increased year-on-year for the past three consecutive quarters, but the ratio has been declining quarter by quarter.
NVIDIA is one of the companies benefiting most from the popularity of AI, with its stock price nearly tripling since the beginning of 2024. This has made NVIDIA the world's largest company in terms of market capitalization, surpassing companies such as Apple and Microsoft.
NVIDIA surpasses Apple to become world's most valuable company - GIGAZINE
The majority of NVIDIA's revenue comes from sales of its data center business. NVIDIA's data center division recorded sales of $30.8 billion (approximately 4.77 trillion yen) in the third quarter of 2025, up 112% from the same period last year. It should be noted that not all of the data center division's sales come from chips, with about 10% (approximately $3.1 billion) coming from sales of network components.
NVIDIA has large companies such as Microsoft, Oracle, and OpenAI as customers, many of which are looking for the next-generation AI chip 'Blackwell. According to NVIDIA's Chief Financial Officer Collette Kress, 13,000 samples of Blackwell have already been shipped to customers, and 'Blackwell is now in the hands of our key partners, who are working to strengthen their data centers,' he said.
NVIDIA CEO Jensen Huang said Blackwell is 'in full production.' According to Kress, Blackwell's shipments will continue to grow in 2025, so Blackwell's sales are expected to reach several billion dollars in the fourth quarter of 2025. In addition, NVIDIA explained that sales of its AI chip H200 'grew significantly in the third quarter.'
In addition, NVIDIA's gaming business recorded sales of $3.28 billion (approximately 510 billion yen). Increased demand for GPUs for PCs and increased sales of chips for game consoles are driving the gaming business' sales.
In addition, NVIDIA's automotive division recorded sales of $449 million (approximately 70 billion yen), up 72% from the same period last year. This division includes sales of NVIDIA's robotics chips. In addition, sales of the professional visualization division recorded sales of $486 million (approximately 75 billion yen), up 17% from the same period last year.
Huang also mentioned that Donald Trump won the US presidential election, commenting, 'No matter what the new administration decides, we will of course support the administration and the highest authority. We will fully comply with any regulations that are introduced in the future.'
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in Hardware, Posted by logu_ii