NVIDIA announces third-quarter 2025 financial results, with sales up 62% year-on-year to approximately 9 trillion yen and AI demand remaining strong
NVIDIA announced
Nvidia's record $57B revenue and upbeat forecast quiets AI bubble talk | TechCrunch
https://techcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/
NVIDIA's revenue for the third quarter of 2025 is expected to increase 62% year-over-year and 22% quarter-over-quarter to $57 billion. GAAP net income was $32 billion, up 65% year-over-year.
Sales by platform are as follows:
Data centers: Up 66% year-over-year to $51.2 billion (approximately 8.6 trillion yen)
Gaming & AI PC: Up 30% year-on-year to $4.3 billion (approximately 677 billion yen)
Professional visualization: $760 million, up 56% year-over-year
Automotive & Robotics: $592 million, up 32% from the same period last year
OEM & Other: 79% increase from the same period last year to $174 million (approximately 27 billion yen)
Sales of networking-related products, particularly data centers, increased 162% year-over-year, driven by increased demand for NVLink, a high-speed, low-latency chip-to-chip interconnect technology, and AI tools for entertainment.
As NVIDIA's revenues show, the company's revenues are driven by its data center business. In a statement to shareholders, CFO Colette Kress said, 'Our data center business is driven by faster computing, the emergence of powerful AI models, and the popularity of agent-based applications.'
NVIDIA announced its next-generation AI-focused GPU architecture, Blackwell Ultra, in March 2025. Blackwell Ultra products are performing particularly well, and at the time of writing, they are the top-selling product in the company's lineup. However, NVIDIA claims that older architectures than Blackwell Ultra are still in high demand.
NVIDIA announces next-generation AI-specialized GPU architectures 'Blackwell Ultra,' 'Vera Rubin,' and 'Rubin Ultra,' with Rubin delivering 900 times the performance of Hopper at just 3% the cost - GIGAZINE
NVIDIA CEO Jensen Huang commented on the company's third-quarter 2025 results, saying, 'Blackwell Ultra sales are extraordinary, and our cloud GPUs are sold out. Computing demand continues to accelerate and compound in both training and inference, each growing exponentially. We have entered a virtuous cycle for AI. The AI ecosystem is rapidly expanding, with new foundational model makers and AI startups operating in more industries and countries. AI is pervasive everywhere and doing everything simultaneously.' He spoke of the still-high demand for AI.
Kress also revealed that NVIDIA shipped 50 million units of its H20 data center GPU, designed for generative AI and high-performance computing. However, he said this was a 'disappointing result' because NVIDIA cannot sell the H20 to China. 'While we are disappointed that we cannot ship more competitive data center computing products to China, we remain committed to our ongoing collaboration with the U.S. and Chinese governments to ensure America remains competitive globally,' Kress said.
NVIDIA starts pre-orders for its new AI chip 'H20' exclusively for China, priced at around 1.8 million to 2.2 million yen - GIGAZINE
NVIDIA forecasts that its revenues will increase further, with sales expected to reach $65 billion (approximately 10.23 trillion yen) in the fourth quarter of 2025.
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