Datacentre sales of $62.3bn accounted for 91.4% of the quarter’s sales.
Nvidia expects $78bn in revenue in the current quarter at a margin of 75%.
“The simple way to think about it is, computing has changed,” said CEO Jensen Huang, “in this new world of AI, compute equals revenues. I am certain at this point that we’ve reached the inflection point where agentic AI is upending how business is done worldwide and selling AI tools is starting to generate real profits.
“It’s important to understand that inference equals revenues for our customers now,” added Huang, “as agents come into wider use, being able to quickly generate the computing tokens needed to operate them, customers have realised that their capital spending on Nvidia’s products leads to faster growth.”
The biggest customers are OpenAI, Meta, Amazon, MS, Google and Oracle.
