Electronics Weekly
For the year, operating profit was $82 billion and net profit was $73 billion. For the quarter, operating profit was $24 billion and net profit was $22 billion.
“Demand for Blackwell is amazing as reasoning AI adds
another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,” said CEO Jensen Huang.
“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter,” added Huang, “AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionise the largest industries.”
Current quarter revenue is expected to be $43.0 billion, plus or minus 2%. Gross margin is expected to be 70.6% plus or minus 50 basis points.
Datacentre Q4 revenue $35.6 billion, up 16% from the previous quarter and up 93% from a year ago. Full-year revenue rose 142% to a record $115.2 billion.
Gaming Q4 revenue was $2.5 billion, down 22% from the previous quarter and down 11% from a year ago. Full-year revenue rose 9% to $11.4 billion.
Professional visualisation Q4 revenue was $511 million, up 5% from the previous quarter and up 10% from a year ago. Full-year revenue rose 21% to $1.9 billion. .
Automotive and robotics Q4 revenue was $570 million, up 27% from the previous quarter and up 103% from a year ago. Full-year revenue rose 55% to $1.7 billion.
