Nvidia has once again shattered records, reporting staggering financial results for the fourth quarter and fiscal year 2025. As artificial intelligence (AI) continues to reshape industries, Nvidia’s dominance in AI and data center technologies has propelled the company to new heights.
Q4 FY2025: A Historic Quarter
Nvidia’s fourth-quarter revenue surged to $39.3 billion, marking a 12% increase from the previous quarter and an astounding 78% growth year-over-year. The company’s GAAP earnings per share (EPS) rose to $0.89, reflecting a 14% quarterly gain and an 82% annual increase. On a non-GAAP basis, EPS also hit $0.89, up 10% quarter-over-quarter and 71% year-over-year.
Fueling this unprecedented growth was Nvidia’s Data Center segment, which generated a record $35.6 billion in revenue. This represents a 16% sequential increase and a remarkable 93% rise compared to Q4 FY2024.
Fiscal Year 2025: A Year of Explosive Growth
For the full fiscal year 2025, Nvidia posted $130.5 billion in revenue, an eye-popping 114% jump from the prior year. GAAP EPS reached $2.94, soaring 147% year-over-year, while non-GAAP EPS climbed 130% to $2.99.
What’s Driving Nvidia’s Success?
Nvidia’s growth story in 2025 is centered around AI innovation and next-generation computing. The launch of the Blackwell AI supercomputers played a pivotal role, generating $11 billion in revenue within its first quarter of availability—the fastest product ramp in Nvidia’s history. CEO Jensen Huang underscored Blackwell’s efficiency, boasting up to 25x higher token throughput and 20x lower costs than previous architectures.
Nvidia also introduced the GB200 NVL72 superchip, reinforcing its leadership in AI and high-performance computing. Meanwhile, strong partnerships with cloud giants like AWS, Microsoft Azure, Google Cloud, and Oracle Cloud Infrastructure fueled the rapid adoption of Nvidia’s AI solutions, with cloud providers contributing nearly half of Nvidia’s Data Center revenue.
Market Reaction and Future Challenges
Investors reacted positively to the earnings announcement, pushing Nvidia’s stock up more than 2%. The results surpassed Wall Street expectations, which had forecasted $38.2 billion in revenue and $0.84 EPS.
However, Nvidia is not without challenges. The company faces potential headwinds from U.S. tariffs on imported chips and stricter export regulations impacting sales to China. Additionally, competition from emerging AI startups like DeepSeek could introduce new pressures in the evolving AI landscape.
Outlook for Fiscal Year 2026
Looking ahead, Nvidia projects Q1 FY2026 revenue of approximately $43 billion, signaling continued momentum despite market uncertainties. Huang remains confident in Nvidia’s ability to scale production and meet the soaring demand for AI-powered solutions.
Nvidia’s dominant position in the AI hardware market remains unshaken. As AI continues to advance across industries—from agentic AI for autonomous decision-making to physical AI for robotics—Nvidia is poised to remain at the forefront of this technological revolution. With Blackwell setting new standards in AI efficiency, the company is well-positioned to shape the future of computing.
