NVIDIA Corporation
NVDAQ1 2025(NVDA Q4 FY2025)Derived80.8% AI
AI Revenue %
80.8%
AI Fair Value
$3.41T
AI Revenue (Q)
$46.1B
Total Revenue (Q)
$57.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
NVIDIA's Q4 FY2025 revenue of $39.3B was derived from the 10-K full-year figures minus nine-month data reported in the Q3 FY2026 10-Q. Data Center revenue was $35.6B (90.5% of total), the highest concentration of any quarter in FY2025. This was the first quarter of Blackwell production shipments. Data Center compute of $32.6B is overwhelmingly AI GPU revenue (Hopper H100/H200 plus early Blackwell). Networking of $3.0B includes InfiniBand and early NVLink for AI clusters. Applying 90% to DC compute ($29,300M), 75% to DC networking ($2,268M), 5% to ProViz ($26M), and 30% to Automotive ($171M) yields $31,765M total Ring 1 AI revenue, or 80.8% of total revenue. The higher AI% relative to the next two quarters reflects the lower gaming/non-DC revenue mix in Q4 FY2025. Math: ($29,300.4M + $2,268.0M + $0 + $25.6M + $171.0M + $0) / $39,331M = 80.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue growth in fiscal year 2025 was driven by data center compute and networking platforms for accelerated computing and AI solutions. Demand for our Hopper architecture drove our significant growth for the full year.
10-K Item 7 MD&A — Recent Developments
We began shipping production systems of the Blackwell architecture in the fourth quarter of fiscal year 2025.
10-K Item 7 MD&A — Recent Developments
Revenue by End Market (Full Year FY2025): Data Center $115,186... Compute $102,196... Networking $12,990... Gaming $11,350... Professional Visualization $1,878... Automotive $1,694... OEM and Other $389... Total $130,497
Note 16 — Revenue by End Market (Year Ended Jan 26, 2025)
Revenue by End Market (Nine Months Ended Oct 27, 2024): Data Center $79,606... Compute $69,640... Networking $9,966... Gaming $8,806... Professional Visualization $1,367... Automotive $1,124... OEM and Other $263... Total $91,166
Q3 FY2026 10-Q, Note 13 — Revenue by End Market (Nine Months Ended Oct 27, 2024)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI