Nvidia surpasses $130 billion in revenue thanks to AI chip sales

Nvidia recently unveiled record quarterly revenues of nearly $40 billion for the fourth quarter of its fiscal year 2025, which ended in January, marking a growth of 78% compared to the same quarter of the previous year.

For the entire year, its revenue more than doubled, reaching over 130 billion dollars, representing a growth of 114%.

This explosive growth is almost entirely based on the massive demand for its artificial intelligence chips.

Nvidia dominates 90% of the market for AI-specialized GPUs, and its clients, such as Microsoft, Amazon, and Meta, spend billions of dollars to equip their data centers.

The data center sector, the main driver of Nvidia’s AI chip sales, has seen explosive growth.

This market generated nearly 36 billion dollars in the last quarter, up 93% year-on-year, and more than 115 billion over the entire year, representing a 142% increase. A major growth lever for Nvidia.

To meet this demand, Nvidia has launched its new generation of Blackwell chips, with prices reaching up to 70,000 dollars per unit. 

These superprocessors, with unmatched performance, are specially designed for large tech companies, data centers, and laboratories, optimizing AI, scientific simulations, autonomous vehicles, and cloud computing.

For now, Nvidia’s supremacy remains undisputed, but China is investing billions of dollars to create its own semiconductor system. 

In the long term, China could develop a credible alternative to Nvidia, especially as it has recently surprised the AI world with DeepSeek, a direct competitor to OpenAI, defying expectations regarding its technological expertise.

Since the imposition of American restrictions on the export of advanced chips to China, companies like Huawei and Biren are actively working on developing their own alternatives to Nvidia’s GPUs.