Latent Space AI Nvidia’s $57B Revenue Shows AI Boom Reaching New Heights
Nov 20, 2025
Nvidia's jaw-dropping $57B revenue signals the AI boom is in full swing. The surge in demand from cloud providers is driving their data center revenue, which eclipses gaming sales. There’s buzz around the popularity of the Blackwell Ultra GPU, yet supply constraints loom. Geopolitical tensions complicate H100 sales with export limits to China. Amid bubble concerns, experts remain optimistic about sustained investment in AI and its expansion into robotics. The outlook hints at continued robust growth.
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NVIDIA's Investment Feedback Loop
- Jaeden Schafer notes many AI startups received investment from NVIDIA, fueling a feedback loop.
- He says NVIDIA often invests in AI companies that then spend back on NVIDIA chips, sustaining the market rally.
Record Revenue Driven By Data Centers
- NVIDIA reported $57 billion in Q3 revenue, showing massive AI-driven growth.
- Data center revenue of $51 billion drove most of the surge and grew 66% year-over-year.
Data Center Revenue Dominates Business Mix
- NVIDIA's data center business accounted for the lion's share of revenue, dwarfing gaming and visualization.
- The company earned $51 billion from data centers versus $5.8 billion in gaming and $4.2 billion in other segments.