Wall Street Breakfast Nvidia tops estimates with 'mind-blowing' 80% revenue rise
Feb 26, 2025
Nvidia's recent financial results stunned analysts with an extraordinary 80% rise in revenue. The company has experienced the fastest ramp in GPU sales in its history, reflecting surging demand. Despite these impressive figures, the market's reaction has been mixed, hinting at both challenges and opportunities ahead. The discussion also touches on Nvidia's leadership in the data center segment and what it means for future growth.
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Nvidia's Q4 Performance
- NVIDIA exceeded Q4 expectations with earnings of 89 cents per share and revenue up nearly 79% year over year to $39.33B.
- Data center revenue also beat estimates at $35.6B, driven by strong demand for their Blackwell GPUs.
Market Reaction and Growth Drivers
- Despite strong results, NVIDIA's stock saw a muted reaction, possibly due to high expectations.
- The company's consistent 80% year-over-year revenue growth is driven by insatiable demand, limited only by production capacity.
Blackwell GPU Success
- Demand for NVIDIA's Blackwell architecture is extremely high, with $11B in revenue generated in Q4 2025.
- This represents the fastest product ramp in the company's history, driven by increasing demand for AI compute.