NVIDIA announced record financial results for the fourth quarter and the entire year of 2025, significantly strengthening its position amid increased demand for artificial intelligence infrastructure.
This is reported by Finway
Record Revenue Growth and the Role of Data Centers
The American corporation NVIDIA demonstrated impressive financial performance in 2025, achieving an annual revenue of $215.9 billion, which is a 65% increase compared to the previous year. A significant portion of this growth was driven by the rapid development of data centers, which generated $193.7 billion for the year. In just the fourth quarter, the company recorded a record revenue of $68.1 billion — 20% more than in the third quarter and 73% more year-over-year. Revenue from data centers in the fourth quarter reached $62.3 billion, which is 75% higher than last year’s figure.
“Computational demand is growing exponentially — we have reached a turning point in agent-based AI. Grace Blackwell with NVLink is now a leader in inference — providing an order of magnitude lower cost per token — and Vera Rubin will further enhance this leadership.”
According to founder and CEO Jensen Huang, the AI industry is undergoing a true revolution, and NVIDIA’s clients are actively investing in building powerful AI factories that are becoming drivers of innovation in the manufacturing sector.
Key Financial Metrics and Strategic Plans
NVIDIA’s financial report includes the following key metrics:
- net income for the fourth quarter — $42.96 billion (up 94% year-over-year);
- earnings per share of $1.76;
- gross margin of approximately 75%.
The company returned $41.1 billion to its shareholders through stock buybacks and dividend payments. The forecast for the first quarter of the 2027 financial year anticipates revenue of around $78 billion, while the company does not account for potential revenues from data centers in China.
Throughout the year, NVIDIA actively expanded partnerships to scale AI infrastructure. The company launched the Rubin platform with updated chips that reduce inference costs by up to ten times and entered into strategic agreements with giants such as Amazon Web Services, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, and Meta. Additionally, collaboration with Anthropic and CoreWeave developed, and investments in the creation of AI factories were scaled up.
NVIDIA introduced new open-source solutions, including Nemotron 3 and Earth-2, and continued to develop physical artificial intelligence and robotics. In January 2026, the company announced the Alpamayo model family for autonomous transport, allowing drones to analyze complex road situations and explain their decisions.
Investment funds have shown significant interest in NVIDIA’s chips: Apollo Global Management is preparing financing of $3.4 billion for the purchase of chips, which will subsequently be leased to the startup xAI. This approach allows young companies to quickly scale AI businesses without excessive costs.
Also, in December 2025, NVIDIA signed a $20 billion deal to acquire Groq’s assets. Furthermore, the company entered the voice technology market with the PersonaPlex product, which enables communication with AI in a natural dialogue format.
