NVIDIA Company Information 2025 | Statistics & Facts

NVIDIA Company Information

NVIDIA in America 2025

NVIDIA Corporation has solidified its position as America’s most dominant technology company throughout 2025, achieving unprecedented milestones that have reshaped the entire semiconductor industry landscape. Headquartered in Santa Clara, California, this AI chip powerhouse has experienced explosive growth driven by insatiable global demand for artificial intelligence infrastructure. The company’s revolutionary graphics processing units have become the backbone of modern AI development, powering everything from generative AI applications to autonomous vehicles and advanced data center operations across the United States.

The American tech giant’s performance in 2025 has been nothing short of extraordinary, with the company reaching a historic $5 trillion market capitalization milestone and becoming the world’s first company to achieve this valuation threshold. NVIDIA’s revenue has surged to record-breaking levels, with quarterly revenues consistently exceeding $50 billion and annual projections approaching $200 billion. The company’s Blackwell architecture chips have revolutionized the AI computing market, generating billions in sales within months of launch and selling out inventory for 12 months in advance. With approximately 36,000 employees worldwide and a commanding 85-90% market share in AI chips, NVIDIA continues to define the future of computing technology in the United States and globally.

Interesting Company Information About NVIDIA in the US 2025

Category Fact Details
Market Leadership World’s Most Valuable Company NVIDIA became the first company to reach $5 trillion market capitalization in October 2025
Revenue Growth Record Quarterly Revenue Achieved $57 billion in Q3 fiscal 2026, up 62% year-over-year
Product Innovation Blackwell Chips Sold Out Blackwell GPUs are completely sold out through the end of 2025 with $500 billion in orders
Profit Margin Industry-Leading Margins Maintained 73-75% gross profit margins throughout 2025
Employee Productivity Revenue Per Employee Generated approximately $4.1 million in revenue per employee in 2025
Stock Performance Massive Stock Appreciation NVIDIA stock gained over 50% in 2025, adding more than $400 billion in market cap
Headquarters Expansion Real Estate Investments Spent over $700 million acquiring properties in Santa Clara for campus expansion
China Market Impact Export Restrictions Lost approximately $15 billion in annual China revenue due to U.S. export controls
Data Center Dominance Primary Revenue Driver Data center business accounts for 91% of total company revenue in fiscal 2026
CEO Leadership Jensen Huang’s Vision Founder and CEO Jensen Huang has led the company since 1993, driving its AI transformation

Data Source: NVIDIA Investor Relations, SEC Filings, Bloomberg, Fortune, CNBC (November 2025)

The remarkable ascent of NVIDIA in America during 2025 is unprecedented in technology industry history, with the company achieving milestones that seemed impossible just a few years ago. The $5 trillion market capitalization milestone represents a transformational moment, positioning NVIDIA ahead of all competitors including Apple, Microsoft, and other technology giants. This valuation surge has been fueled by explosive demand for the company’s Blackwell architecture chips, which have become essential infrastructure for AI development across every major technology company in the United States. The $57 billion quarterly revenue figure demonstrates the massive scale at which NVIDIA now operates, with growth rates of 62% year-over-year that are extraordinary for a company of this size.

The company’s 73-75% gross profit margins throughout 2025 showcase NVIDIA’s pricing power and technological superiority in the AI chip market. With approximately $4.1 million revenue per employee, NVIDIA demonstrates exceptional operational efficiency, leveraging its 36,000-person workforce to generate massive value. The $700 million real estate investment in Santa Clara headquarters expansion reflects the company’s commitment to maintaining its Silicon Valley roots while scaling operations. However, challenges remain, particularly the $15 billion annual revenue loss from China due to U.S. government export restrictions on advanced AI chips. Despite this significant headwind, NVIDIA’s data center business, which represents 91% of total revenue, continues growing at unprecedented rates, driven by hyperscaler customers like Microsoft, Google, Amazon, and Meta who are collectively spending hundreds of billions on AI infrastructure.

NVIDIA Revenue Performance in the US 2025

Fiscal Period Total Revenue Data Center Revenue Year-over-Year Growth Quarter-over-Quarter Growth
Q1 FY2026 (April 2025) $44.1 billion Not separately disclosed +69% +12%
Q2 FY2026 (July 2025) $46.7 billion $41.0 billion (est.) +56% +6%
Q3 FY2026 (October 2025) $57.0 billion $51.2 billion +62% +22%
Q4 FY2026 Guidance (January 2026) $65.0 billion (projected) Expected to lead growth Expected +15% sequential +14% sequential
Fiscal Year 2025 (Full Year) $130.5 billion $115.0 billion +114% N/A
Fiscal Year 2026 Projection $206-210 billion (est.) ~$180 billion (est.) ~60% expected N/A

Data Source: NVIDIA Financial Reports Q1-Q3 FY2026, Investor Relations, SEC 10-Q Filings (November 2025)

NVIDIA’s revenue trajectory in the US during 2025 has shattered all previous records, with the company demonstrating sustained hypergrowth across consecutive quarters. The progression from $44.1 billion in Q1 to a staggering $57 billion in Q3 illustrates the company’s ability to scale production and meet surging demand for AI infrastructure. The data center segment has emerged as the undisputed growth engine, contributing $51.2 billion in Q3 alone, representing 90% of quarterly revenue and growing 66% year-over-year. This dominance reflects the fundamental shift in computing infrastructure, where NVIDIA’s GPUs have become indispensable for training and deploying large language models, generative AI applications, and advanced machine learning workloads across the United States.

The fiscal year 2025 performance, which concluded in January 2025 with $130.5 billion in total revenue, marked a watershed moment with 114% year-over-year growth. Looking ahead to fiscal 2026, analysts project total revenues approaching $206-210 billion, which would represent another 60% annual increase. The $65 billion Q4 guidance for January 2026 exceeds Wall Street expectations and signals continued momentum driven by Blackwell architecture chip deployments. Quarter-over-quarter growth acceleration from 6% in Q2 to 22% in Q3 demonstrates improving production capacity and the successful ramp-up of next-generation products. This revenue performance has positioned NVIDIA as one of the fastest-growing large-cap companies in American stock market history, with growth rates typically associated with early-stage startups rather than $5 trillion enterprises.

NVIDIA Market Capitalization Milestones in the US 2025

Date Market Capitalization Milestone Achieved Stock Price Range Rank Among US Companies
January 2025 $2.9 trillion Started 2025 as leading semiconductor company ~$120 3rd largest
April 2025 $2.3 trillion (52-week low) Temporary decline during China restrictions $94 4th largest
July 2025 $4.0 trillion First US company to reach $4 trillion $164 1st largest
October 2025 $5.0 trillion First company worldwide to reach $5 trillion $207 (peak) 1st largest
November 2025 $4.5-4.6 trillion Current valuation fluctuating $181-188 1st largest
Stock Performance YTD 2025 +50% gain Added $400 billion+ in two trading days Various Most valuable

Data Source: CompaniesMarketCap.com, MacroTrends, Capital.com, Bloomberg (November 19, 2025)

NVIDIA’s market capitalization journey throughout 2025 has been a masterclass in value creation, with the company achieving multiple historic firsts that redefined corporate valuation metrics in America. Beginning the year at $2.9 trillion, the company briefly dipped to a 52-week low of $2.3 trillion in April 2025 when the U.S. government announced export license requirements for H20 chips to China, triggering a $4.5 billion inventory charge. However, this setback proved temporary as the company rapidly recovered, demonstrating the resilience of its business model and the strength of demand outside China. By July 2025, NVIDIA achieved the $4 trillion milestone, becoming the first American company to reach this threshold and surpassing both Apple and Microsoft in the process.

The historic $5 trillion valuation reached in October 2025 represented the fastest ascent from $4 trillion to $5 trillion ever recorded, accomplished in just three months. This extraordinary appreciation, which added more than $400 billion in market value across just two trading days, was driven by announcements of $500 billion in AI chip orders and CEO Jensen Huang’s commitment to build seven new supercomputers for the U.S. government. The +50% year-to-date gain in 2025 significantly outperformed the broader S&P 500 and Nasdaq indices, despite the stock trading at $181-188 range in November, down from its October peak. As of November 2025, NVIDIA maintains its position as the world’s most valuable company with a market cap of approximately $4.5-4.6 trillion, cementing its status as the undisputed leader of America’s AI revolution.

NVIDIA Workforce Statistics in the US 2025

Employee Metric 2025 Figure 2024 Figure Year-over-Year Change Percentage Change
Total Global Employees 36,000 29,600 +6,400 employees +21.62%
Engineering Department 17,735 employees Estimated ~14,500 +3,200 (est.) ~67% of total workforce
Americas-Based Employees ~18,000 (50%) Estimated ~14,800 +3,200 (est.) 50% of workforce
Male Employees ~29,000 Estimated ~24,000 +5,000 (est.) ~80% male
Female Employees ~7,000 Estimated ~5,600 +1,400 (est.) ~20% female
Revenue Per Employee $4.1 million $2.8 million (est.) +$1.3 million +46%
Net Profit Per Employee $2.1 million $1.4 million (est.) +$0.7 million +50%
Market Cap Per Employee $125 million $102 million +$23 million +23%
Employee Turnover Rate 2.7% ~3.5% (est.) -0.8% Industry average: 17.7%

Data Source: MacroTrends, StockAnalysis.com, SQ Magazine, NVIDIA Sustainability Report (November 2025)

NVIDIA’s workforce expansion in 2025 reflects the company’s unprecedented growth trajectory, with employee count reaching 36,000 globally, representing a 21.62% increase from the previous year’s 29,600 employees. This 6,400-employee addition is particularly remarkable considering the company more than doubled its revenue during the same period, demonstrating exceptional scalability and operational efficiency. The Engineering department remains the dominant force within the organization, employing approximately 17,735 professionals, which represents 67% of the total workforce. This heavy concentration in technical roles underscores NVIDIA’s focus on research and development, with engineers working on cutting-edge AI architectures, GPU designs, and software platforms like CUDA that provide the company’s competitive moat.

The Americas region hosts approximately 50% of NVIDIA’s global workforce, with 18,000 employees based primarily in the United States, concentrated heavily in Santa Clara, California, where the company maintains its headquarters and expanding campus facilities. The workforce remains predominantly male at approximately 80%, with female representation at 20%, though the company has made commitments to improving diversity metrics in its annual sustainability reports. What’s truly extraordinary is the $4.1 million revenue per employee figure, which far exceeds industry benchmarks and reflects the high-value nature of NVIDIA’s products. Similarly, the $2.1 million net profit per employee demonstrates remarkable profitability, while the $125 million market cap per employee illustrates investor confidence in the workforce’s ability to drive future innovation. The exceptionally low 2.7% turnover rate in 2025, far below the semiconductor industry average of 17.7%, suggests strong employee satisfaction driven by competitive compensation, stock options that have created thousands of millionaires, and the opportunity to work on transformative AI technology.

NVIDIA Product Portfolio Performance in the US 2025

Business Segment Q3 FY2026 Revenue Year-over-Year Growth Sequential Growth Percentage of Total Revenue
Data Center $51.2 billion +66% +25% 90%
Gaming $4.3 billion +15% +8% 7.5%
Professional Visualization $539 million +17% +7% 0.9%
Automotive & Robotics $592 million +72% +32% 1.0%
OEM & Other $377 million Various Various 0.6%
Blackwell Architecture Revenue (Q4 FY2025) $11.0 billion First quarter of sales N/A Fastest product ramp ever

Data Source: NVIDIA Q3 FY2026 Earnings Report, CFO Commentary, Investor Relations (November 2025)

NVIDIA’s product portfolio in 2025 is overwhelmingly dominated by the data center segment, which generated $51.2 billion in Q3 fiscal 2026, representing 90% of total company revenue and growing 66% year-over-year. This segment’s explosive growth is driven by unprecedented demand for AI infrastructure from hyperscale cloud providers including Microsoft Azure, Google Cloud Platform, Amazon Web Services, and Oracle Cloud Infrastructure, who are collectively investing hundreds of billions in AI capabilities. The Blackwell architecture, which began shipping in Q4 fiscal 2025, achieved $11 billion in revenue in its first full quarter, marking the fastest product ramp in NVIDIA’s history. By Q3 fiscal 2026, Blackwell sales were described by CEO Jensen Huang as “off the charts,” with the chips completely sold out through the end of 2025 and cloud GPUs experiencing zero available inventory.

The gaming segment, while dwarfed by data center revenues, still generated a respectable $4.3 billion in Q3, growing 15% year-over-year as NVIDIA launched new consumer graphics cards based on the Blackwell architecture. The Professional Visualization business reached $539 million, serving creative professionals and designers, while the Automotive & Robotics segment showed the highest growth rate at 72% year-over-year, reaching $592 million as NVIDIA expanded partnerships with companies like Toyota, 1X, Agile Robots, Waabi, and Uber for autonomous vehicle and robotics applications. The OEM and Other category contributed $377 million. Notably absent from 2025 results is significant revenue from China, where H20 chip sales dropped to “insignificant” levels due to U.S. export restrictions, costing NVIDIA approximately $15 billion in annual revenue but opening opportunities for increased sales in other regions.

NVIDIA Financial Metrics and Profitability in the US 2025

Financial Metric Q3 FY2026 Q2 FY2026 Q1 FY2026 Full FY2025
Total Revenue $57.0 billion $46.7 billion $44.1 billion $130.5 billion
GAAP Gross Margin 73.4% 72.4% 60.5% (with charge) 72.7%
Non-GAAP Gross Margin 73.6% 72.7% 71.3% (adj.) 75.0%
GAAP Earnings Per Share $1.30 $1.08 $0.76 $2.94
Non-GAAP Earnings Per Share $1.30 $1.05 $0.81 $2.99
Net Income $31.9 billion $26.4 billion $18.8 billion $76.0 billion (est.)
Free Cash Flow Not disclosed Strong generation Strong generation $50+ billion (est.)

Data Source: NVIDIA Q1, Q2, Q3 FY2026 Earnings Reports, SEC Filings (November 2025)

NVIDIA’s financial performance in 2025 has delivered industry-leading profitability metrics that demonstrate both pricing power and operational excellence. The 73-75% gross margins maintained throughout fiscal 2026 are extraordinary for a hardware company, reflecting NVIDIA’s technological moat and the premium customers are willing to pay for AI infrastructure that provides superior performance. The Q3 non-GAAP gross margin of 73.6% slightly exceeded the company’s guidance and demonstrates management’s ability to maintain pricing despite increasing competition from companies like AMD, Broadcom, and hyperscalers developing custom silicon. These margins significantly exceed competitors and most technology companies, with only software companies typically achieving comparable profitability levels.

The earnings per share progression from $0.76 in Q1 (impacted by the $4.5 billion H20 inventory charge) to $1.30 in Q3 showcases rapid recovery and acceleration. The Q3 net income of $31.9 billion on $57 billion in revenue translates to a 56% net profit margin, which is exceptionally rare for a company operating at this scale. For full fiscal 2025, which ended January 2026, NVIDIA generated $130.5 billion in revenue with non-GAAP earnings of $2.99 per share, representing 130% year-over-year growth. The company’s strong free cash flow generation, estimated at over $50 billion annually, enables significant capital returns to shareholders. In Q3 alone, NVIDIA repurchased $12.5 billion in stock and paid $243 million in quarterly dividends ($0.01 per share). The company maintains a fortress balance sheet with $36 billion in cash, virtually no long-term debt, and a debt-to-equity ratio below 0.1, providing ample financial flexibility for future investments, acquisitions, and shareholder returns.

NVIDIA Headquarters and Real Estate Expansion in the US 2025

Property Details Location Transaction Value Size Purpose
Main Headquarters 2788 & 2888 San Tomas Expressway, Santa Clara, CA Owned 1.25 million sq ft (2 buildings) Corporate headquarters, Voyager & Endeavor buildings
Starbase Campus (Planned) 2400 Condensa Street, Santa Clara, CA Under construction 324,000 sq ft Third phase expansion, office & lab space
Sobrato Organization Purchase San Tomas Expressway, Santa Clara, CA $254.3 million 500,000 sq ft (4 buildings) Office and research facilities
Walsh Avenue Campus 2348 & 2350 Walsh Avenue, Santa Clara, CA $123 million 10 buildings on 13 acres Office and research campus
Scott Boulevard Properties Scott Blvd & Walsh Ave, Santa Clara, CA $374.3 million 6 buildings Office and research expansion
Total 2024-2025 Acquisitions Santa Clara region $747+ million Multiple properties Campus consolidation and growth

Data Source: Santa Clara County Recorder’s Office, Silicon Valley Business Journal, San Francisco YIMBY (May-November 2025)

NVIDIA’s headquarters expansion in Santa Clara, California during 2024-2025 represents one of the most aggressive real estate acquisition campaigns in Silicon Valley history, with the company investing over $747 million in property purchases to accommodate its rapidly growing workforce and operations. The company’s iconic headquarters complex features two triangular buildings named after Star Trek vessels: the 750,000 square-foot Voyager (completed in 2022) and the 500,000 square-foot Endeavor (completed in 2017), which together cost approximately $920 million to construct. These LEED Gold-certified buildings feature 511 triangular skylights, over 14,000 plants including an 80-foot living wall, and 390 KW solar panel arrays, embodying NVIDIA’s commitment to sustainability and innovative design.

The most significant expansion project is NVIDIA Starbase, a 324,000 square-foot third building at 2400 Condensa Street designed by Gensler, which will complete the company’s San Tomas Creek business park master plan totaling nearly 2 million square feet. The property acquisitions in 2024-2025 include the $254.3 million purchase from the Sobrato Organization of four buildings on San Tomas Expressway, the $123 million acquisition of a 10-building campus at 2348 and 2350 Walsh Avenue directly across from headquarters, and the $374.3 million purchase of six buildings at various Scott Boulevard and Walsh Avenue locations. These strategic acquisitions create a cohesive campus environment in Santa Clara, with some buildings connected to the main headquarters via pedestrian bridges. The massive real estate investment reflects NVIDIA’s confidence in sustained growth and commitment to maintaining its Silicon Valley presence, even as the company expands operations globally. The proximity of all acquired properties to the main campus facilitates collaboration and reinforces NVIDIA’s culture of innovation while providing capacity for thousands of additional employees.

NVIDIA Stock Performance and Analyst Outlook in the US 2025

Stock Metric Current Value (Nov 2025) 52-Week Range Year-to-Date Performance Analyst Targets
Current Stock Price $181-188 $94 – $207 +39% to +50% YTD Consensus: $214-234
Market Capitalization $4.5-4.6 trillion $2.3T – $5.0T Peak: $5.0 trillion (Oct 2025) Projected: $5-6 trillion (2026)
Price-to-Earnings Ratio (Forward) 29x – 30x Various Below historical highs Considered reasonable for growth
Price-to-Sales Ratio 21x Various High but justified by margins Expected to moderate
Analyst Ratings 59 Buy, 3 Hold, 1 Sell N/A 92% Buy recommendations Strong Buy consensus
Highest Price Target $320 (HSBC) N/A +75% upside potential Ultra-bullish scenario
Average Price Target $213.99 N/A +14-18% upside Base case expectation

Data Source: Yahoo Finance, NASDAQ, Motley Fool, Seeking Alpha, Bloomberg (November 19, 2025)

NVIDIA’s stock performance in 2025 has been characterized by remarkable volatility and substantial gains, with the stock trading in a wide 52-week range between $94 (April 2025 low following China export restrictions) and $207 (October 2025 peak at $5 trillion market cap). As of November 2025, the stock trades between $181-188, delivering year-to-date returns of approximately 39-50% depending on entry point, significantly outperforming major indices including the S&P 500 and Nasdaq Composite. The stock’s current valuation at 29-30 times forward earnings is considered reasonable by Wall Street analysts given the company’s 60-114% revenue growth rates, 75% gross margins, and dominant market position. The price-to-sales ratio of 21x, while elevated compared to traditional hardware companies, is justified by NVIDIA’s software-like profitability and growth trajectory.

Wall Street sentiment on NVIDIA remains overwhelmingly bullish, with 59 out of 63 analysts maintaining Buy or Strong Buy ratings as of November 2025, representing 92% positive recommendations. The consensus 12-month price target of $213.99 implies approximately 14-18% upside from current levels, though individual targets range widely. HSBC issued the most aggressive target at $320, suggesting 75% upside potential, while J.P. Morgan, Morgan Stanley, Barclays, Citigroup, and KeyBanc have all reiterated bullish stances with targets in the $210-250 range. Only Deutsche Bank maintains a neutral Hold rating, and Seaport Global is the lone Sell rating. Long-term projections suggest NVIDIA could reach $265-315 by 2027 (fiscal 2028) and potentially $500-663 by 2030, driven by projected data center infrastructure spending reaching $3-4 trillion annually by decade’s end. However, analysts caution about risks including customer concentration (two customers represent 39% of revenue), potential competition from custom AI chips developed by hyperscalers, and geopolitical tensions affecting China sales.

NVIDIA Competitive Position and Market Share in the US 2025

Market Segment NVIDIA Market Share Primary Competitors Competitive Advantage Market Dynamics
Data Center AI GPUs 85-90% AMD (~10%), Broadcom (custom), Intel (minimal) CUDA ecosystem, performance leadership Dominant but facing pressure
Gaming GPUs 80%+ AMD (~20%), Intel Arc (emerging) Brand strength, ray tracing, DLSS technology Maintaining leadership
Professional Visualization ~90% AMD Radeon Pro, Apple Silicon Industry-standard software optimization Stable high share
Automotive AI Growing presence Mobileye, Tesla, Qualcomm DRIVE platform, partnerships Expanding footprint
Overall AI Chip Market 85-90% Custom silicon from Google (TPU), Amazon (Trainium), Microsoft Software moat, ecosystem lock-in Share expected to moderate to 70-75% by 2027

Data Source: Dell’Oro Group, JPMorgan Research, Morgan Stanley Analysis, Tom’s Hardware (2025)

NVIDIA’s competitive position in the US AI chip market during 2025 remains overwhelmingly dominant, controlling an estimated 85-90% market share in data center GPUs used for artificial intelligence workloads. This extraordinary dominance stems from multiple factors: the CUDA parallel computing platform that NVIDIA has developed over 15+ years, which has become the de facto standard for AI development; superior chip performance with Blackwell architecture delivering 2-5x better performance than competing solutions; an extensive software ecosystem with thousands of optimized libraries and frameworks; and first-mover advantage in recognizing AI’s potential. The company’s GPU technology powers virtually every major AI application, from ChatGPT and Google Gemini to Meta’s Llama models and countless enterprise AI deployments across American companies.

However, competitive pressures are intensifying in 2025 as both traditional semiconductor rivals and hyperscale customers develop alternatives. AMD has gained ground with its MI300 series, winning contracts with Microsoft, Oracle, and OpenAI, capturing approximately 10% market share. Broadcom has emerged as a formidable competitor in custom AI chips, signing a potential $100 billion contract with OpenAI through 2029 and serving multiple hyperscalers with application-specific integrated circuits. Meanwhile, Google’s TPUs, Amazon’s Trainium, and Microsoft’s Maia chips represent “insourcing” efforts by cloud providers to reduce dependence on NVIDIA. Intel remains a distant competitor but continues investing in its Gaudi accelerators. Despite these challenges, analysts including Morgan Stanley’s Joseph Moore believe NVIDIA will actually gain share in 2025 as Blackwell ramps and custom silicon struggles to match the pace of innovation. The consensus view suggests NVIDIA will maintain 70-75% market share through 2027-2028, down from current levels but still representing overwhelming dominance. The company’s $500 billion order backlog for Blackwell and Rubin chips through 2026 suggests customers continue prioritizing NVIDIA’s solutions despite higher costs, validating the company’s technological leadership and ecosystem advantages.

NVIDIA Innovation and Product Pipeline in the US 2025

Technology/Product Launch Timeline Key Features Target Applications Expected Impact
Blackwell Architecture Shipping (2025) 200B+ transistors, 20 petaflops, 8TB/sec bandwidth AI training, inference, data centers $11 billion Q4 FY25 revenue, $500B order backlog
Blackwell Ultra Current generation (2025) Enhanced Blackwell with improvements All customer categories Now leading architecture across segments
Rubin Architecture Mass production (2026) Next-generation beyond Blackwell Future AI workloads Included in $500B order pipeline
NVIDIA Cosmos Platform Launched (2025) Generative world foundation models Physical AI, robotics, autonomous vehicles Adopted by 1X, Agile Robots, Waabi, Uber

In 2025, NVIDIA continues to dominate the AI and data-center markets with a technology roadmap built around three major architectures and several breakthrough platforms. The Blackwell Architecture, shipping in 2025, features more than 200 billion transistors, delivers 20 petaflops of performance, and offers an extraordinary 8TB/sec bandwidth, making it one of the most powerful AI processors ever created. Designed for AI training, inference, and hyperscale data-center workloads, Blackwell directly supports NVIDIA’s massive financial momentum, contributing to an estimated $11 billion in Q4 FY25 revenue and forming a significant portion of the company’s $500 billion order backlog. Complementing this is Blackwell Ultra, the current-generation enhancement released in 2025, which refines the original architecture for higher efficiency across all customer categories. It now stands as NVIDIA’s leading architecture for enterprises, cloud providers, and advanced AI developers.

Looking ahead, NVIDIA is preparing for its Rubin Architecture, expected to enter mass production in 2026. Positioned beyond Blackwell, Rubin represents NVIDIA’s next leap for future AI workloads, and early demand already places it within the company’s $500 billion order pipeline. Alongside these hardware innovations, NVIDIA has also advanced its software and robotics ecosystem with the launch of the NVIDIA Cosmos Platform in 2025—an engine for generative world foundation models used in physical AI, robotics, autonomous vehicles, and real-world simulation. Cosmos is already being adopted by major innovators including 1X, Agile Robots, Waabi, and Uber. NVIDIA’s ecosystem further extends into edge AI with platforms such as the Jetson Orin Nano Super, reinforcing the company’s leadership across data centers, robotics, simulation, and next-generation AI computing.

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