Workflow
Nvidia's Growing Faster Than You Think. This Table Proves It.
NVDANvidia(NVDA) The Motley Fool·2024-11-30 13:15

Core Insights - Nvidia reported a significant 94% year-over-year revenue growth in Q3 of fiscal 2025, reaching $35.1 billion, with the data center segment being the primary driver of this growth [3][12] - The data center compute revenue surged 132% year-over-year to $27.6 billion, indicating strong demand for AI-related applications [5][10] - Despite supply constraints, the sequential growth in data center compute revenue increased to 22%, suggesting robust underlying demand [6][10] Revenue Breakdown - The data center revenue is categorized into "networking" and "compute," with compute components being the main contributor to AI training and inference [4][5] - Data center networking revenue grew 20% year-over-year to $3.1 billion, while compute revenue saw a more substantial increase of 132% [5][6] - The overall sequential growth for the company was 17%, with the data center segment also reflecting this growth rate [7][10] Future Outlook - Nvidia anticipates a slowdown in year-over-year revenue growth to 70% in Q4, projecting revenue of approximately $37.5 billion [12] - The company has a history of exceeding its guidance, and with the ongoing demand for the Blackwell platform, it is expected to continue its growth trajectory [13] - The sequential growth rate of 22% in data center compute could translate to a potential 122% year-over-year growth if maintained over the next four quarters [11]