NVIDIA posted record earnings for the fourth quarter of the fiscal year 2025. The company reported $39.3 billion in revenue. This is a 12% rise from last quarter and a 78% increase from last year. For the full year, the company made $130.5 billion, more than 2X its revenue from the previous year. The AI giant is committed to sustainability, aiming for 100% renewable energy by this year.
Data Centers Fuel NVIDIA’s Explosive Growth
Jensen Huang, founder and CEO of NVIDIA, expressed excitement, noting,
“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. We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries.”
NVIDIA’s Data Center division was its biggest revenue source. It generated $35.6 billion in Q4, a 16% rise from last quarter and a 93% increase from a year ago. The data center revenue soared 142% for the year, reaching $115.2 billion, driven by strong AI demand.
Last month, NVIDIA saw the largest single-day market value loss in stock market history after the launch of DeepSeek AI. However, with strong earnings and ongoing AI demand, the company is recovering well.
NVIDIA will join the $500 billion Stargate Project as the main tech partner. This project aims to advance computing and boost NVIDIA’s AI leadership.
Mixed Performance in Gaming and Automotive
While NVIDIA’s AI business thrived, its gaming division faced challenges. Q4 gaming revenue fell to $2.5 billion, down 22% from last quarter and 11% from a year ago. However, gaming had a solid year overall, with full-year revenue climbing 9% to $11.4 billion.
In contrast, the automotive and robotics segment excelled. Q4 automotive revenue reached $570 million, up 27% from the last quarter and doubling (103%) from last year. The full-year total also showed strong growth, rising 55% to $1.7 billion.
NVIDIA also shared exciting partnerships and product launches:
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Toyota will use NVIDIA DRIVE in its next-gen vehicles, boosting NVIDIA’s role in self-driving tech.
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NVIDIA Cosmos™, a new AI platform for robotics, is gaining traction with companies like Uber, Waabi, Agile Robots, and 1X.
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The company launched the Jetson Orin Nano™ Super, promising 1.7x better performance in AI applications.
With all these performance data, NVIDIA’s profits also surged. GAAP earnings per share (EPS) hit $0.89, a 14% jump from last quarter and an 82% rise from last year. On a non-GAAP basis, EPS remained at $0.89, up 10% from the previous quarter and 71% year-over-year.
What’s Next for NVIDIA?
NVIDIA is optimistic about another strong quarter with projected revenue of $43 billion for the Q1 fiscal year 2026. It anticipates gross margins of around 71%, showing continued profitability.
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NVIDIA’s Commitment to Energy Efficiency and Sustainability
NVIDIA is focused on making its technology faster and more energy-efficient. From research to design, every step aims to improve performance while lowering power use. This helps customers work more efficiently and reduces their carbon footprint.
Blackwell GPUs: Faster AI with Lower Energy Costs
AI is growing fast and needs powerful computing systems. NVIDIA’s Blackwell GPUs are 20 times more energy-efficient than traditional CPUs for AI tasks. Meanwhile, NVIDIA’s DPUs cut power use by 25% by handling specific jobs better than CPUs.
The U.S. Department of Energy tested power use for AI applications on a supercomputer called Perlmutter. Systems with GPUs were five times more energy-efficient than those using only CPUs. This could save millions and prevent 588 megawatt hours of electricity use monthly.
Reducing Emissions with Clean Energy
NVIDIA plans to run all its offices and data centers on 100% renewable electricity by early 2025. This will eliminate its market-based Scope 2 emissions. It’s also working with key suppliers to help them set targets for reducing Scope 3 emissions.
- In 2024, NVIDIA’s total emissions were 3.69 million metric tons of CO2 equivalent.
- It continues to expand its renewable energy use, reaching 76% in FY24, with a goal of 100% this year
Green Buildings and Solar Energy
NVIDIA is upgrading its buildings for energy efficiency. Two headquarters buildings in Santa Clara, CA, and the campus in Hyderabad, India, earned LEED Gold certifications for sustainability.
In Santa Clara, a three-acre park links the headquarters. It has trellises with solar panels that produce 390 kW of power. Overall, NVIDIA’s headquarters’ solar capacity is now 846 kW. The Hyderabad campus also added solar panels.
NVIDIA’s performance signals a promising future. With soaring AI demand and strategic partnerships, the company is optimistic about maintaining its leadership in the industry. At the same time, its commitment to sustainability also remains strong.
