According to Jinshi.com, Nvidia (NVDA.O) announced its third-quarter financial report for fiscal year 2025, with revenue reaching $35.1 billion, a year-on-year increase of 94%, exceeding the market expectation of $33 billion; net profit was $19.31 billion, far exceeding the expected $16.93 billion. In addition, the third-quarter gaming business revenue was $3.3 billion, and the data center business revenue was $30.8 billion, a year-on-year increase of 112%.
Nvidia expects fourth-quarter revenue of $37.5 billion, slightly higher than market expectations, but some investors' expectations were not met, causing the stock price to fall 5% after the earnings report was released. CEO Huang Renxun said that artificial intelligence is driving the growth of global computing demand, the production of Blackwell systems is accelerating, and fourth-quarter deliveries will exceed expectations. The company expects gross profit margin to reach more than 70% in 2025. Despite this, some analysts believe that its revenue outlook is uncertain, especially when Blackwell demand exceeds supply.