Nvidia has posted record quarterly revenue of $96.2 billion, more than double the figure from a year earlier, as demand for artificial-intelligence hardware showed little sign of easing. The company’s data-centre business generated roughly $89 billion, an increase of about 117 percent.
Earnings reached $2.22 per share, and Nvidia guided to revenue of around $108 billion for the current quarter, signalling continued confidence that spending on AI infrastructure will keep expanding. Even so, shares slipped about 1.8 percent as investors weighed the lofty expectations already reflected in the price.
The scale of the data-centre revenue reflects an intensifying race among the world’s largest technology companies to assemble ever-larger clusters of AI accelerators. Each new chip generation has commanded premium pricing, with demand consistently outstripping supply.
Analysts continue to question how long such growth can persist, particularly as major customers explore custom silicon and rivals advance competing designs. Nvidia has sought to entrench its lead by pairing hardware with software and networking that are difficult to displace.
For Asia-Pacific economies investing heavily in AI capacity, from data centres to sovereign compute, Nvidia’s results serve as a barometer of the wider buildout. Regional projects depend on access to the same accelerators driving the company’s record numbers, tying local ambitions to one dominant supplier.
