In the third quarter financial report of 2025, NVIDIA announced that its Blackwell AI chip has entered full production, and the company's overall performance has set new records, further solidifying its leadership position in the global technology industry. This quarter, NVIDIA's revenue from AI-related businesses reached $30.7 billion, accounting for the majority of total revenue, reflecting strong demand in the AI market.
Despite recent reports suggesting that NVIDIA's new flagship Blackwell AI servers may face cooling issues, the company has not responded to these claims. NVIDIA executives stated during a conference call that the production status of Blackwell is good and is "moving forward at full speed." Chief Financial Officer Colette Kress revealed that the company delivered 13,000 Obsidian samples to customers this quarter. NVIDIA CEO Jensen Huang further noted that the success of Blackwell has already generated billions of dollars in revenue for the company.
It is noteworthy that although NVIDIA started with graphics processing and business, its revenue from data centers has now far surpassed other business areas. NVIDIA's gaming revenue ranges from $2 billion to $3 billion per quarter, while its AI-driven data center revenue reached $30.7 billion this quarter, becoming its main source of profit. According to the financial report, NVIDIA's profit for the first quarter was $14.8 billion, $16.6 billion for the second quarter, and this quarter surged to $19.3 billion, showing strong growth momentum.
While AMD, a competitor of NVIDIA, is still in the catch-up phase in the AI market, it is also adjusting its strategy to focus on AI development. Both AMD and NVIDIA have accelerated the frequency of new product launches, promising new chips to hit the market every year to meet the growing market demand. This strategy has led to more frequent technological updates between the new generation of chips, affecting businesses when procuring and updating data center equipment.
Additionally, NVIDIA's H200 chip has become its fastest-selling product in history, with quarterly revenue reaching billions of dollars. The H100 chip, an earlier AI product from NVIDIA, has seen success a bit later; however, Jensen Huang expects the demand for the H series chips to continue for most of next year. Meanwhile, Intel's progress in the AI field has been relatively slow, and it is currently undergoing restructuring to address future market challenges.
Key Points:
🌟 NVIDIA's Blackwell AI chip has entered full production, expected to continue driving performance growth.
📈 This quarter, NVIDIA's data center AI revenue reached $30.7 billion, with profits of $19.3 billion.
🚀 AMD is also accelerating the development of AI chips, transforming to adapt to market demands.