Nvidia Soars with 80% Earnings Surge Driven by AI Chip Demand

Nvidia unveiled impressive financial results for the fourth quarter and fiscal year 2025, driven by exceptional demand for its artificial intelligence (AI) chips. With a record revenue of $39.3 billion and an 80% increase in net profit, the company confirms its technological leadership.

Nvidia: AI chips boost its profits by 80%!

After losing $589 billion in market capitalization last January, Nvidia reveals on February 26 financial results for the fourth quarter and the entire fiscal year 2025, which ended on January 26. Indeed, the company recorded a record revenue of $39.3 billion for the quarter, up 12% compared to the previous quarter and 78% year-over-year. The net profit stands at $22.1 billion, an increase of 80% year-on-year.

Moreover, Nvidia’s data center segment saw significant growth, with revenues reaching $35.6 billion, up 16% from the previous quarter and 93% year-over-year. This remarkable performance is primarily attributed to the increased demand for Nvidia’s artificial intelligence (AI) chips, particularly the new Blackwell GPU. In this regard, Nvidia’s CEO, Jensen Huang, stated:

The demand for Blackwell is incredible, as reasoning AI introduces a new law of scale: increasing computational power for training makes models smarter, while boosting computation for deep thinking refines the answers.

Future Perspectives

For the first quarter of fiscal year 2026, Nvidia forecasts a revenue of $43 billion, exceeding analysts’ expectations. This outlook is supported by ongoing demand for AI chips and investments in AI infrastructure. However, the company remains vigilant to potential challenges, such as the impacts of new tariff policies and increased competition in the AI chip market.

Nvidia continues to consolidate its leadership position in the technology sector, capitalizing on the growing demand for AI solutions. With solid financial results and optimistic outlook, the company is well-positioned to maintain its growth trajectory in the coming years. Does the future not rather lie in quantum chips, as Microsoft has just unveiled an unprecedented processor?