NVIDIA revenue hits USD 57B as it powers 5M GPUs in AI factories
When NVIDIA announced $57 billion in revenue for the quarter, it instantly eclipsed most of its chip rivals and suggested its silicon sits at the core of today’s AI surge. The jump came as the firm counted over five million GPUs running in what it calls “AI factories” - a blend of cloud services, national projects, corporate data hubs and research supercomputers. Still, it’s unclear whether this hardware spend will turn into lasting demand or just a brief rush.
Some analysts see the spread of installations as a sign the market is moving beyond the usual hyperscale players, but they also point out that scaling such massive infrastructure brings its own set of risks. As the market watches how these sites perform, NVIDIA’s next steps should hint at whether the growth is sustainable or a fleeting spike.
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NVIDIA says its AI factory projects now total five million GPUs, covering cloud providers, sovereign initiatives, enterprises and supercomputing centers. Among the highlights is xAI’s Colossus 2, a gigawatt-scale data centre that illustrates the sheer scale of these deployments.
More Customers NVIDIA said it is now involved in AI factory projects totalling five million GPUs, spanning cloud providers, sovereign initiatives, enterprises and supercomputing centres. The company highlighted several large-scale deployments, including xAI's Colossus 2, a gigawatt-scale data centre, an expanded collaboration with AWS and Humane, which plan to deploy up to 1,50,000 NVIDIA AI accelerators. A new strategic agreement with Anthropic, which is adopting NVIDIA's architecture for the first time and has committed up to one gigawatt of compute for its future systems. "We run every AI model--OpenAI, Anthropic, xAI, Gemini, science models, biology models, robotics models," Huang said.
A $57 billion top line says a lot about where NVIDIA sits today. It hints that the company’s accelerated-computing and AI infrastructure are still clicking with buyers - a 22 % sequential lift and a 62 % jump from a year ago back that up. Data-centre revenue alone hit $51.2 billion, up about 66 % versus last year, which probably reflects the scale of new deployments.
Jensen Huang has been bragging that Blackwell sales are “off the charts” and that cloud GPUs are sold out, but that also raises a flag about supply pressure. NVIDIA now lists roughly five million GPUs spread across AI-factory projects - from cloud giants to sovereign programs, enterprises and supercomputing sites - and even points to xAI’s Colossus 2 gigawatt-scale data centre as a marquee install. The numbers look strong, yet it’s unclear whether the current bottlenecks might slow growth or push customers toward different buying habits.
Likewise, packing so many chips into a handful of massive projects could have long-term side effects we don’t fully grasp yet. We’ll be watching how NVIDIA juggles capacity with the ever-growing hunger for compute.
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Common Questions Answered
What total revenue did NVIDIA report this quarter and how does it compare to other chipmakers?
NVIDIA reported $57 billion in revenue for the quarter, a figure that dwarfs most other chipmakers. This massive top line underscores the company's dominant position in the AI hardware market.
How many GPUs does NVIDIA say are deployed in its so‑called “AI factories” and what types of projects do they include?
NVIDIA counts more than five million GPUs across its AI factories, which span cloud platforms, sovereign initiatives, enterprise data centers, and research supercomputers. Notable deployments include xAI's Colossus 2 gigawatt‑scale data centre and collaborations with AWS, Humane, and Anthropic.
What is the significance of NVIDIA’s data‑centre revenue reaching $51.2 billion?
Data‑centre revenue hit $51.2 billion, up 66 % year‑over‑year, highlighting the impact of large‑scale AI deployments. This growth shows that customers are heavily investing in NVIDIA’s accelerated‑computing infrastructure.
What did CEO Jensen Huang claim about Blackwell GPU sales and cloud GPU availability?
Jensen Huang stated that Blackwell GPU sales are "off the charts" and that cloud GPUs are sold out, indicating extraordinary demand. The comment reflects the intense market pressure to secure NVIDIA’s latest AI accelerators.
Which partnership involves deploying up to 150,000 NVIDIA AI accelerators and why is it notable?
NVIDIA’s expanded collaboration with AWS and Humane plans to deploy up to 150,000 AI accelerators, marking one of the largest joint deployments announced. This partnership demonstrates the scale at which cloud providers are integrating NVIDIA hardware into their AI services.