Unprecedented Financial Success

Tech giant Nvidia continues its unstoppable rise in the world of artificial intelligence, reporting historic financial results and solidifying its position as the undisputed leader in AI chip manufacturing. The company not only exceeded all economic expectations but also introduced its revolutionary Blackwell architecture, a technological breakthrough that promises to transform AI development in the coming years.

Nvidia closed its fiscal year 2025 (ending January 31) with record-breaking figures. Under the leadership of CEO Jensen Huang, the company reported annual revenue of $130.497 billion, a staggering 114% increase compared to the previous fiscal year. Even more impressive is the net profit, which soared 145% to reach $72.880 billion.

Blackwell: The Most Powerful AI Chip

Nvidia’s new Blackwell architecture is set to revolutionize AI processing power. The flagship B200 chip contains a remarkable 208 billion transistors, more than double its predecessor, the H100. This transistor density allows the B200 to achieve 20 petaFLOPS of AI performance and a bandwidth of 8TB per second, setting new industry standards.

Additionally, Nvidia introduced the GB200 superchip, which integrates two B200 GPUs and a Grace CPU into a single system. This new configuration boosts AI model inference performance by 30 times, significantly reducing the computational resources needed for training large-scale language models.

Economic Impact and Adoption of Blackwell

Despite an initial production delay due to a late-stage design flaw, Blackwell has already proven to be a commercial success. According to CEO Jensen Huang, Blackwell chips generated $11 billion in revenue from data centers, approximately 33% of the total, making it the most successful chip launch in the company’s history.

Nvidia projects first-quarter revenue of approximately $43.5 billion, surpassing analysts' expectations. However, the gross margin forecast of 71% (±0.5%) fell slightly below the market consensus of 72.14%, attributed to the financial effort associated with launching the Blackwell chip.

The Future Beyond Blackwell

While Blackwell is currently the pinnacle of AI chip technology, Nvidia is already planning future innovations. The company has announced an aggressive strategy to update its AI accelerators annually. After Blackwell, Nvidia plans to release "Blackwell Ultra" in 2025, followed by the "Rubin" platform in 2026.

Future Rubin chips will focus on energy efficiency, a crucial factor given the growing power consumption of modern data centers. Nvidia aims to expand its customer base beyond tech giants like Alphabet, Meta, Microsoft, and Amazon, which currently account for most of its sales.

Challenges and Market Competition

Despite its dominant position, Nvidia faces challenges. The initial production delay of the B200 chip impacted key customers such as Microsoft, Google, and Meta, who had placed orders worth billions of dollars. Although the issue has been resolved, it highlights the complexity of developing cutting-edge semiconductors.

Additionally, geopolitical tensions may affect Nvidia’s market reach. The U.S. government is considering further restricting China’s access to advanced AI chips, which could impact Nvidia’s sales in that region. Furthermore, new competitors like DeepSeek are entering the market, raising concerns about potential reductions in demand for high-performance AI chips.

The Future of AI Powered by Nvidia

Nvidia's dominance in AI chips shows no signs of weakening. The company has successfully capitalized on the generative AI boom, positioning itself as the leading provider of computational infrastructure for this revolutionary technology. According to Jensen Huang, “AI is advancing at the speed of light,” and Nvidia is determined to stay ahead.

Analysts remain optimistic about Nvidia, noting that its stock valuation remains reasonable despite rapid growth. With expected earnings per share growth of +50% in 2025 and +25% in 2026, Nvidia’s future appears bright.

Conclusion: A New Era for AI

Nvidia’s financial success and the launch of its Blackwell architecture mark a turning point in AI evolution. The immense computing power of these new chips will enable the training of significantly larger and more complex AI models, accelerating progress in fields such as natural language processing, computer vision, and scientific simulation.

As AI technology continues to reshape industries and society, Nvidia remains at the forefront, driving the innovations that will define the future of artificial intelligence.

Nvidia Breaks Financial Records and Revolutionizes the AI Market with Blackwell Chips