AI Index / NVIDIA Corporation
NVIDIA Corporation (NVDA)
NVIDIA Corporation leverages AI to accelerate computing through its GPU technology, which is widely used in AI applications across industries such as healthcare, automotive and telecommunications. Its AI Enterprise platform enables businesses to deploy and scale AI models in cloud environments, with specific services like NVIDIA NeMo and Picasso offering tools for building large language and generative AI models. NVIDIA's contribution to AI also includes innovations in deep learning, making its GPUs essential for tasks like AI training, which has transformed sectors such as autonomous driving and medical diagnostics​.
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We delivered another outstanding quarter with revenue of $57 billion, up 62% year over year and a record sequential revenue growth of $10 billion or 22%. Our customers continue to lean into three platform shifts fueling exponential growth for accelerated computing, powerful AI models, and agentic applications.
- Colette Kress
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Quotes from nvidia Executives About Artificial Intelligence and Generative AI
Demand for AI infrastructure continues to exceed our expectations. The clouds are sold out, and our GPU installed base, both new and previous generations, including Blackwell, Hopper, and Ampere, is fully utilized.
- Colette Kress
The world hyperscalers, a trillion-dollar industry, are transforming search recommendations and content understanding from classical machine learning to generative AI. NVIDIA CUDA excels at both and is the ideal platform for this transition, driving infrastructure investment measured in hundreds of billions of dollars.
- Colette Kress
We are also witnessing a proliferation of agentic AI across various industries and tasks. Companies such as Cursor Anthropic, Open Evidence, Epic, and Abridge are experiencing a surge in user growth...
- Colette Kress
We announced AI factory and infrastructure projects amounting to an aggregate of 5 million GPUs. This demand spans every market CSPs, sovereigns, modern builders, enterprises, and supercomputing centers.
- Colette Kress
Blackwell gained further momentum in Q3. As GB 300 crossed over GB 200 and contributed roughly two-thirds of the total Blackwell revenue.
- Colette Kress
NVIDIA Corporation is unlike any other accelerator. We excel at every phase of AI. From pre-training and post-training to inference.
- Jensen Huang
The world is undergoing three massive platform shifts at once. The first time since the dawn of Moore's Law. NVIDIA Corporation is uniquely addressing each of the three transformations.
- Jensen Huang
...AI has also reached a tipping point. And is transforming existing applications while enabling entirely new ones... Meta's gem a foundation model for ad recommendations trained on large-scale GPU clusters exemplifies this shift.
- Jensen Huang
Agentic AI systems. Capable of reasoning, planning, and using tools...These systems mark the next frontier of computing.
- Jensen Huang
NVIDIA Corporation is chosen because our singular architecture enables all three transitions. And thus so for any form and modality of AI across all industries, across every phase of AI...
- Jensen Huang
Our ability to innovate across the CPU, the GPU, networking, and software, and ultimately drive down cost per token is unmatched across the industry.
- Colette Kress
In each generation, from Ampere to Hopper, from Hopper to Blackwell, Blackwell to Rubin, we are our a part of the data center increases.
- Jensen Huang
The quality of the AI models are improving so incredibly. The adoption of it in the different use cases, whether it's in code assistance, which NVIDIA Corporation uses fairly exhaustively
- Jensen Huang
And the most important thing is in the end, you still only have one gigawatt of power. You know, one gigawatt data center is one gig gigawatt power, and, therefore, performance per watt, the efficiency of your architecture is incredibly important.
- Jensen Huang