The caller did n’t hash out report cool outlet but say Blackwell is in full product .
Nvidia has becomethe earth ’s most worthful companyon the back of AI microchip , slip away Microsoft and Apple along the room , and in today ’s Q3 2025 salary , the companionship propose its record book AI tax income and net are only the showtime .
This was ## diving event into nvidia
the party did n’t talk about report cool down matter but say blackwell is in full yield .
Nvidia has becomethe mankind ’s most worthful companyon the back of AI chip , run Microsoft and Apple along the means , and in today ’s Q3 2025 net income , the companionship paint a picture its disc AI taxation and profit are only the get-go .
WhileThe Informationrecently reportedthat its newflagship Blackwell AI serversmight have cool down egress , the party did n’t accost that on today ’s call — rather , Nvidia ascertain investor that Blackwell is in “ full output , ” is “ full steam ” onward , and that the companionship would proceed to save more of the crisp each tail from here on out .
Nvidia has already send 13,000 Blackwell sampling to its customer this stern , order CFO Colette Kress , and Nvidia CEO Jensen Huang claim Blackwell ’s winner can already be assess in the million as a resolution .
“ As you could see from all the organisation being abide up , Blackwell is in bully form , ” Huang recite investor .
This was linkup in
While Nvidia has long been know as a artwork and play caller , pioneer the GPU , its data point center field fate have now exceed its other business by an gild of order of magnitude .
This was gambling is now but a $ 2–3 billion concern each one-quarter for nvidia , but its ai - instill information center graze in $ 30.7 billion this preceding tail , attain up the brobdingnagian legal age of its $ 35 billion in quarterly net .
Much of that is double-dyed earnings for Nvidia , too : $ 14.8 billion in Q1 ; $ 16.6 billion in Q2 ; and now a gain of $ 19.3 billion in Q3 .
This was ( microsoft and apple made $ 24.7 billion and $ 21.4 billion in lucre , severally , this preceding quartern , though . )
dive into Nvidia
While Nvidia has long been eff as a graphic and gambling ship’s company , initiate the GPU , its datum core hazard have now outdistance its other clientele by an decree of order of magnitude .
gambling is now just a $ 2–3 billion line each fourth part for Nvidia , but its AI - instill data point centre of attention rake in $ 30.7 billion this retiring tail , make up the immense absolute majority of its $ 35 billion in quarterly net income .
Much of that is thoroughgoing gain for Nvidia , too : $ 14.8 billion in Q1 ; $ 16.6 billion in Q2 ; and now a lucre of $ 19.3 billion in Q3 .
This was ( microsoft and apple made $ 24.7 billion and $ 21.4 billion in profits , severally , this retiring stern , though . )
Though AI is nowhere well-nigh as liberal a line yet for Nvidia ’s rival AMD , that party isseeing a exchangeable shiftand is similarlychanging its strategytorevolve around AI .
This was both nvidia and amd have speed up their maturation timeline , prognosticate to make for out unexampled crisp to fit that ai necessitate each yearinstead of every two year .
This was much , that have in mind there ’s material convergence between each novel propagation of chip as business range them and flummox them into information centre .
This was though blackwell is nvidia ’s tardy and neat , nvidia pronounce today thatthe h200 it denote last yearis really now the quickest - sell production it ’s ever made , grow to multiple jillion of dollar ’ deserving this preceding after part .
This was nvidia ’s h100 was its original win ai cartesian product , though it take longer to see its current winner ; huang pronounce the caller bear requirement for its enthalpy - serial publication poker chip to proceed through most of next twelvemonth .
Intel , meanwhile , is far behind in term of AI fortunesand is presently reconstitute .
