Nvidia reported Q3 2025 earnings that far exceeded market expectations and boosted optimism in the artificial intelligence sector. The company reported record revenue of $57 billion and made a forecast that indicates further acceleration in demand for AI infrastructure.
The figure jumped 62% year-on-year.
GAAP net income rose to $32 billion — plus 65% year-over-year. Financial performance confirmed solid growth in all key areas. This is especially true for the data center segment, which has become the backbone of the company’s development.
Revenue in the data center segment totaled $51.2 billion, up 25% quarter-on-quarter and 66% year-on-year.
The remaining $5.8 billion came from the gaming business, professional visualization and automotive solutions. Nvidia CFO Colette Kress said the growth was due to increased demand for computing power for generative AI and agent systems.
The company emphasized that the market is seeing infrastructure projects totaling more than 5 million GPUs. At the same time, the Blackwell Ultra lineup is in particular demand.
According to Nvidia CEO Jensen Huang, sales of these GPUs are “off the charts” and cloud configurations are completely sold out. Previously introduced versions of Blackwell are also showing strong demand.
At the same time, Nvidia is facing constraints in the Chinese market. According to Kress, H20 shipments were below expectations due to geopolitical constraints and increased competition. The company admitted that it was unable to realize some large orders, but will continue dialog with regulators in the US and China.
Despite difficulties in certain markets, Nvidia is forecasting revenue of $65 billion dollars in Q4. That guidance and the report itself likely boosted investor confidence, as the company’s shares rose more than 4% in after-hours trading.
The head of the company emphasized the sustainability of the demand for computing in the industry and the expansion of the technology ecosystem around the world.
Recall, we wrote that Ukraine will create AI-infrastructure with the support of Nvidia.


