NVIDIA Revenue Soars - Has Agentic AI Hit a Turning Point?

NVIDIA’s revenue continues to defy predictions that the AI bubble is about to burst.

With a record full-year revenue of US$215.9bn, which is up 65% year-on-year, the company is at the heart of the AI boom. 

The world’s most valuable publicly traded company, reported a quarterly revenue of US$68.1bn, a 73% hike from the year before and a 20% rise from the previous quarter. 

“Computing demand is growing exponentially – the agentic AI inflection point has arrived,” says Jensen Huang, founder and CEO of NVIDIA.

“Grace Blackwell with NVLink is the king of inference today – delivering an order-of-magnitude lower cost per token – and Vera Rubin will extend that leadership even further.

“Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute – the factories powering the AI industrial revolution and their future growth.”

Even as revenue rose sky high, the stock market turned a cold shoulder to the company’s fiscal achievements, as NVIDIA stock climbed slightly, closing up about 1.4% and added roughly 0.2% in after-hours trading. 

Data centre dominance buoys results

The engine of Nvidia’s performance remains its data centre business, bringing in 91% of the sales as it continues to benefit from unprecedented investment in AI training and inference. 

Fourth-quarter revenue in the data centre segment was a record $62.3 billion, up 22% from the previous quarter and up 75% from a year ago.

Heavyweight industry partnerships on AI infrastructure with AWS, Meta, Anthropic, xAI and CoreWeave, as well as joining the US Department of Energy’s Genesis Mission to foster US AI dominance added to the revenue boost.

Uitlising major cloud providers like Amazon Web Services, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure as they deploy Vera Rubin-based instances, NVIDIA’s AI infrastructure dominance builds.

“We specialise in markets where our computing platforms can provide tremendous acceleration for applications,” says Colette Kress, NVIDIA’s Executive Vice President and Chief Financial Officer in a statement associated with the press release. 

“These platforms incorporate processors, interconnects, software, algorithms, systems and services to deliver unique value. 

“Our platforms address four large markets where our expertise is critical: data centre, gaming, professional visualisation and automotive.”

NVIDIA gaming and professional visualisation

NVIDIA’s gaming and professional visualisation businesses posted robust momentum in the quarter and across the year.

Professional visualisation handed NVIDIA the best revenue rise in Q4, with US$1.3bn, which is 74% higher than the prior quarter and a whopping 159% rise from a year ago.

Driven by Blackwell popularity, the full-year visualisation revenue climbed 70% touching US$3.2bn.

Gaming Q4 revenue reached US$3.7bn, up 47% year on year, also pushed forward by strong Blackwell demand.

Gaming results are 13% under Q3 revenue, as channel inventory moderated after the high-demand holiday season. The full year revenue for gaming rose 41% to a strong US$16bn. 

Alongside the numbers, NVIDIA continues to build out its gaming ecosystem and creator workflows, pairing high-performance GPUs with software and services that enhance gameplay, visual fidelity and productivity.

NVIDIA AI for autonomous vehicle deployment  

Beyond data centres, visualisation and gaming, NVIDIA is deepening its push into automotive and applied AI. 

Courtesy of the rapid adoption of NVIDIA’s self-driving platform’s, Q4 revenue was up 6% compared to last year and capped at US$604m, with full year revenue hiking 39% to a solid US$2.3bn.

The company unveiled the NVIDIA Alpamayo family of open AI models, simulation tools and datasets designed to accelerate the next era of safe, reasoning‑based autonomous vehicle development. 

By providing open models and simulation environments, NVIDIA aims to lower development barriers for carmakers building advanced driver assistance and self‑driving systems.

The group’s partnership with Mercedes‑Benz continues to advance, with the all‑new Mercedes‑Benz CLA introducing enhanced level‑2 driver assistance powered by NVIDIA DRIVE AV. 

The collaboration illustrates Nvidia’s broader ambition to position its DRIVE platform as the default AI computing backbone for next‑generation vehicles.