Nvidia has presented quarterly financial results and are spectacular thanks to the sale of hardware for artificial intelligence systems. The green giant reported record income of 46.7 billion dollarsfor a 56% year -on -year increase, The best quarter of its history. And all this without counting the potential sales to China of its H20 chip, still immersed in the blockade of the US government.
You already know the situation. AI systems are insatiable in resource consumption and need colossal infrastructure that feed them, especially the group of hyperscalars. It is not surprising that most business investments are being carried out. Although some analysts consider that all this of AI is a bubble that will explode sooner or later, Nvidia data is tangible and wence our headline: The green giant is capitalizing the AI like no other company confirming its great domain in the AI hardware segment.
Nvidia, the great winner in AI
The company has increased sales in all categories of products, both sequentially and year -on -year. If until a few years ago it was mainly known for its graphic technology for video games and work stations, today your star product are AI accelerators. Only one fact: the income of the hardware division for data centers reached 41,1 billion dollars, representing 88% of total income.
Customer chips income (especially for graphics cards for games) “alone” added 4.3 billion dollars, with an interannual increase of 49%. As for professional visualization, income increased by 32%. Other sections of interest to Nvidia are automotive and robotics. Although the revenues of 586 million dollars are a small part of the total, they are the ones that grew the most with 69% year -on -year.
More, much more
The perspectives of the CEO of Nvidia for the next quarters (and years) are tremendously optimistic despite the uncertainty about China and the repercussions of the commercial war initiated by Trump. In fact, the company has not reported the sale of H20 chips to the Asian giant and this caused a slight drop in the stock market. Still Nvidia follows the head in capitalization as the company with the highest value in the planet.
Jensen Huang He dismissed the concerns About China and on the end of the boom in artificial intelligence chips that some forecast, including the OpenAi CEO, Sam Altman, which warned this month that investors could be “overserted” with the sector. The CEO of Nvidia assured that opportunities will expand towards a billionaire market in the next five years:
«A new industrial revolution has begun. The AI race is already underway … We foresee an expense of between 3 and 4 billion dollars in AI infrastructure by the end of the decade ».
The company expects to increase its income until 54,000 million dollars The next quarter. It will be the tenth consecutive quarter, since AI became popular in 2023, in which the year -on -year income of the company exceeds 50%. A spectacular fact that gives us an idea of the degree of investments in hyperscalars of the fed mostly by the Nvidia chips.
