NVIDIA Corporation
NVDAQ4 2024(NVDA Q3 FY2025)Derived78.8% AI
AI Revenue %
78.8%
AI Fair Value
$3.25T
AI Revenue (Q)
$36.8B
Total Revenue (Q)
$46.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data Center Compute sub-line was $27,644M out of $35,082M total revenue (78.8%). Data Center total was $30,771M (Compute $27,644M + Networking $3,127M). Blackwell ramp began. Three customers each at 12% of total revenue, all Compute & Networking segment. The Compute sub-line remains the cleanest Ring 1 proxy. $27,644M / $35,082M = 78.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $30,771M (Compute $27,644M, Networking $3,127M); Gaming $3,279M; Professional Visualization $486M; Automotive $449M; OEM and Other $97M; Total $35,082M
10-Q filed for Q ended Oct 27, 2024, Note 14 Segment Information, Revenue by Specialized Markets
Customer A 12%, Customer B 12%, Customer C 12% of total revenue for Q3 FY2025, all primarily attributable to the Compute & Networking segment.
10-Q filed for Q ended Oct 27, 2024, Note 14 Segment Information
AI Products Identified (Ring 1)
H100H200B100B200GB200DGXHGXNVIDIA AI EnterpriseDGX CloudGrace HopperBlackwell
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Automotive AI Cockpitautonomous driving development agreementsDRIVE platform
Confidence Tier
DerivedCalculated from reported segments primarily serving AI