NVIDIA, the world's most valuable tech giant, once again conquered the market with an impressive financial report. The latest quarterly report released on Wednesday showed that this AI chip leader achieved revenue of $46.7 billion, a 56% year-over-year increase, continuing its remarkable high-speed growth trajectory.
The core driver behind this incredible growth remains the data center business led by AI, which saw a 56% year-over-year revenue surge, becoming the strongest driving force for the company's performance explosion. In line with the revenue growth, net profit also saw a significant rise, reaching $26.4 billion for NVIDIA's second quarter, a 59% increase compared to the same period last year, a figure that has caught the attention of Wall Street.
Data center sales contributed $41.1 billion in revenue, clearly reflecting the continued popularity of demand for cutting-edge GPUs among AI companies. More impressively, the company's most advanced Blackwell chip series generated $27 billion in sales during this quarter, demonstrating the strong market appeal of the new generation of products.
CEO Jensen Huang expressed his enthusiasm in the earnings report statement, saying: "Blackwell is the AI platform that the entire world is looking forward to." The AI race has fully started, and Blackwell is the core platform of this competition. Huang's ambition does not stop here; he predicted that by the end of this decade, global AI infrastructure investment will reach between $300 billion to $400 billion. In discussions with analysts, he confidently stated that an investment of $300 billion to $400 billion within the next five years is a reasonable expectation.
The company also emphasized its key role in the recent release of the open-source gpt-oss model by OpenAI. This collaboration showcases the power of NVIDIA's technology: a single Nvidia Blackwell GB200NVL72 rack-level system can process up to 1.5 million tokens per second.
