Overview
- The chipmaker reported about $57 billion in revenue and $31.9 billion in net income for the latest quarter, topping estimates and guiding roughly $65 billion in sales for the next period.
- Data‑center revenue reached about $51.2 billion, with computing at roughly $43 billion and networking near $8.2 billion, as Jensen Huang said Blackwell sales are extraordinary and cloud GPUs are sold out.
- Nvidia ended the quarter with about $60.6 billion in cash and returned approximately $12.7 billion to shareholders, largely via buybacks.
- The company highlighted broad adoption by hyperscalers including Microsoft, Google, Amazon, Oracle and others, announced Anthropic will run initially on 1 GW of Nvidia infrastructure, and cited expanding Blackwell Ultra deployments.
- Shares rose roughly 3%–5% after hours and broader indexes firmed, even as debate persists over an AI valuation bubble and reported circular financing arrangements between chipmakers and AI labs.