NVIDIA (NVDA) said on Wednesday that its last AI Blackwell fleas had reached large -scale production, generating $ 11 billion in revenue during its fourth quarter.
“We delivered $ 11.0 billion in blackwell architecture income in the fourth quarter of the 2025 financial year, the fastest product ramp in the history of our company”, ” said the CFO of Nvidia Colette Kress in the comments Released with the income from the flea manufacturer on Wednesday after the bell.
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“Blackwell sales were carried out by major cloud service providers who represented around 50% of our data center income.”
Nvidia’s fourth quarter results have exceeded the high expectations of Wall Street.
The flea manufacturer declared a turnover of $ 39.3 billion, beating the Wall Street estimate of $ 38.2 billion, income from the data center reaching $ 35.6 billion, before the expected $ 34.1 billion, according to Bloomberg’s consensus estimates. The flea manufacturer AI declared a profit adjusted per share of $ 0.89, more than the expected $ 0.84.
CEO Jensen Huang said in a separate declaration“We managed to increase the massive production of blackwell ai superordinators, making billions of dollars in sales in the first quarter.”
The comment dissipated the fears of new Blackwell delays. The production of massive server supports using the latest AI chips had been postponed in the midst of overheating and seed problems, which would have prompted the best customers of Nvidia – Microsoft (MSFT), Amazon (AMZN), Google (Goog) and Meta (Meta) – To cut Blackwell products controls. According to an analysis of Davidson Nvidia, these four customers bought around $ 44 billion in Nvidia GPU during the calendar year 2024.
Evercore ISI analyst, Mark Lipacis, had suggested in a note earlier this week that Blackwell’s production could be pushed back in the middle of 2025. The comment of Nvidia Wednesday responded to these concerns.
“Based on the figures for the fourth quarter and advice, it seems that the demand for Blackwell … is very, very strong, and we can assume that hyperscalers,” said Ali Mogharabi, principal analyst of actions at Wesend Capital Management, told Yahoo Finance in an interview after the benefit report.
When calling the results of the company, Kress added that sales to hyperscalers have doubled from one year to the next, adding: “Large CSPS [cloud service providers] were among the first to stand blackwell, with Azure, GCP [Google Cloud Products]AWS and OIC [Oracle Cloud Infrastructure] Contribution 200 [Blackwell] Systems to cloud regions around the world to meet the growing demand for customers for AI. “”
