Jensen Huang Steers NVIDIA to Record US$215.9bn Revenue

Jensen Huang has guided NVIDIA to a record full-year revenue of US$215.9bn, marking a 65% year-on-year increase that could signal the chip giant's continued dominance in the artificial intelligence (AI) revolution.

The company's quarterly revenue reached US$68.1bn, representing a 73% increase from the previous year and a 20% rise from the prior quarter, positioning the world's most valuable publicly traded company at the forefront of AI infrastructure development.

"Computing demand is growing exponentially – the agentic AI inflection point has arrived," says Jensen Huang, Founder and CEO of NVIDIA.

The executive's strategic vision centres on the company's Grace Blackwell and upcoming Vera Rubin platforms, which Jensen describes as delivering significantly lower cost per token for inference operations.

"Grace Blackwell with NVLink is the king of inference today – delivering an order-of-magnitude lower cost per token – and Vera Rubin will extend that leadership even further," says Jensen.

"Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute – the factories powering the AI industrial revolution and their future growth."

Strategic partnerships drive expansion

Under Jensen's leadership, NVIDIA has secured heavyweight industry partnerships with AWS, Meta, Anthropic, xAI and CoreWeave, whilst joining the US Department of Energy's Genesis Mission to foster American AI dominance.

The company's data centre business brought in 91% of sales, with fourth-quarter revenue reaching a record US$62.3bn, up 22% from the previous quarter and 75% from the previous year.

The leadership team's decision to deploy Vera Rubin-based instances across major cloud providers including Amazon Web Services, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure could demonstrate the company's strategic approach to market penetration.

"We specialise in markets where our computing platforms can provide tremendous acceleration for applications," says Colette Kress, NVIDIA's Executive Vice President and Chief Financial Officer.

"These platforms incorporate processors, interconnects, software, algorithms, systems and services to deliver unique value. Our platforms address four large markets where our expertise is critical: data centre, gaming, professional visualisation and automotive."

Leadership drives diversification strategy

Beyond data centre operations, NVIDIA's executive team has overseen robust momentum across gaming and professional visualisation divisions.

Professional visualisation delivered the strongest revenue rise in Q4, reaching US$1.3bn – a 74% increase from the prior quarter and a 159% rise year-on-year. Driven by Blackwell popularity, full-year visualisation revenue climbed 70% to US$3.2bn.

Gaming Q4 revenue reached US$3.7bn, up 47% year-on-year, also pushed forward by strong Blackwell demand. The full-year revenue for gaming rose 41% to US$16bn, as the leadership team continues building out NVIDIA's gaming ecosystem and creator workflows.

The leadership's push into automotive and applied AI has seen NVIDIA's self-driving platforms gain traction, with Q4 revenue up 6% compared to the previous year at US$604m. Full-year revenue in this segment climbed 39% to US$2.3bn.

Automotive ambitions under executive focus

The company unveiled the NVIDIA Alpamayo family of open AI models, simulation tools and datasets designed to accelerate autonomous vehicle development.

By providing open models and simulation environments, NVIDIA's leadership aims to lower development barriers for manufacturers building advanced driver assistance and self-driving systems.

The executive team's partnership strategy with Mercedes-Benz continues to advance, with the all-new Mercedes-Benz CLA introducing enhanced level-2 driver assistance powered by NVIDIA DRIVE AV.

The collaboration could illustrate NVIDIA's broader ambition to position its DRIVE platform as the default AI computing backbone for next-generation vehicles.