Nvidia once again delivered a blowout quarter, reinforcing its position as the backbone of AI infrastructure. Q4 revenue soared to $39.3B, up 78% YoY and 12% sequentially, capping off a year where total revenue more than doubled to $130.5B. The Data Center segment continues to drive growth, generating $35.6B in Q4 sales (+93% YoY), fueled by the rapid adoption of Blackwell GPUs — Nvidia’s fastest product launch ever, with $11B in recognized sales already.
Substack is the home for great culture




