NVIDIA Q3 2025: AI breakthroughs drive record $35bn revenue

NVIDIA Corporation has delivered a remarkable performance in its third quarter of fiscal 2025, reporting a 94% year-over-year surge in revenue to $35.1 billion. The company’s earnings were bolstered by unprecedented demand for artificial intelligence (AI) computing platforms, cementing its position as the global leader in AI infrastructure and technology.

For the quarter ending October 27, 2024, NVIDIA reported GAAP earnings per diluted share of $0.78, a 111% increase from the prior year. Non-GAAP earnings per diluted share rose to $0.81, reflecting a 103% year-over-year growth. The results were attributed to robust performance across key segments, particularly data centers and gaming, as enterprises and industries worldwide adopted AI solutions at an unprecedented pace.

AI driving NVIDIA’s record-setting performance

NVIDIA’s data center division continues to be the company’s crown jewel, generating $30.8 billion in quarterly revenue, a 112% increase year-over-year. The company’s advanced AI platforms, including Hopper and Blackwell, are being deployed across industries to meet the growing need for large-scale AI training and deployment. NVIDIA’s partnerships with global cloud providers, including AWS and Microsoft Azure, have also contributed to this growth, providing enterprises with access to cutting-edge AI capabilities.

The gaming segment has experienced a resurgence, reporting $3.3 billion in revenue, a 15% year-over-year increase. NVIDIA celebrated the 25th anniversary of its GeForce technology this quarter, highlighting its transformative impact on gaming and AI-driven applications.

Expert insights on NVIDIA’s AI revolution

Jensen Huang, NVIDIA’s founder and CEO, highlighted the transformative impact of AI on industries and nations. He noted that enterprises are rapidly adopting AI to automate workflows, while investments in industrial robotics are accelerating breakthroughs in physical AI. Huang also emphasised that the company’s Blackwell platform, already in full production, is set to drive further adoption as customers prepare for next-generation AI workloads.

Market analysts have observed that NVIDIA’s dominance in AI infrastructure is unmatched, with significant opportunities in sectors ranging from telecommunications to automotive. By partnering with global players like Foxconn and SoftBank Corp., NVIDIA is positioning itself as the backbone of AI-powered infrastructure worldwide.

Financial outlook and shareholder returns

For the fourth quarter of fiscal 2025, NVIDIA expects revenue of $37.5 billion, with strong gross margins of approximately 73%. The company plans to maintain its quarterly dividend of $0.01 per share, payable on December 27, 2024.

NVIDIA’s stock has consistently outperformed market expectations, with analysts predicting continued growth driven by AI adoption across industries. As countries build AI infrastructure and companies integrate AI workflows, NVIDIA’s technological leadership remains pivotal.

Strategic developments shaping NVIDIA’s future

NVIDIA has significantly expanded its influence through partnerships and technological advancements. The company has been instrumental in developing AI supercomputers in Japan, Taiwan, and Denmark, enabling rapid innovation in industries such as telecommunications, robotics, and manufacturing. In addition, collaborations with major players like Deloitte, Accenture, and Google Cloud are helping industries harness the potential of AI-driven solutions.

NVIDIA’s achievements this quarter include the debut of Blackwell on MLPerf benchmarks, delivering significant performance gains on large AI models. These milestones underscore the company’s ability to lead in both hardware and software innovation, ensuring a sustainable competitive edge.