Nvidia says its Blackwell AI chip is ‘full steam’ forward

Nvidia has turn into the world’s Most worthy firm on the again of AI chips, passing Microsoft and Apple alongside the way in which, and in as we speak’s Q3 2025 earnings, the corporate prompt its document AI income and earnings are solely the start.

Whereas The Info just lately reported that its new flagship Blackwell AI servers might need cooling points, the corporate didn’t tackle that on as we speak’s name — as a substitute, Nvidia assured traders that Blackwell is in “full manufacturing,” is “full steam” forward, and that the corporate would proceed to ship extra of the chips every quarter from right here on out.

Nvidia has already shipped 13,000 Blackwell samples to its prospects this quarter, stated CFO Colette Kress, and Nvidia CEO Jensen Huang claimed Blackwell’s success can already be measured within the billions consequently. “As you possibly can see from all of the methods being stood up, Blackwell is in nice form,” Huang advised traders.

Whereas Nvidia has lengthy been referred to as a graphics and gaming firm, pioneering the GPU, its knowledge heart fortunes have now outstripped its different companies by an order of magnitude. Gaming is now merely a $2-3 billion enterprise every quarter for Nvidia, however its AI-infused knowledge facilities raked in $30.7 billion this previous quarter, making up the overwhelming majority of its $35 billion in quarterly earnings.

A lot of that’s pure revenue for Nvidia, too: $14.8 billion in Q1, $16.6 billion in Q2, and now a revenue of $19.3 billion in Q3. (Microsoft and Apple made $24.7 billion and $21.4 billion in revenue, respectively, this previous quarter, although.)

Virtually, meaning there’s substantial overlap between every new era of chips as companies get them organized and stick them into knowledge facilities. Although Blackwell is Nvidia’s newest and biggest, Nvidia says as we speak that the H200 it introduced final 12 months is definitely now the fastest-selling product it’s ever made, rising to a number of billions of {dollars}’ price this previous quarter.

Nvidia’s H100 was its unique successful AI product, although it took longer to see its present success; Huang says the corporate expects demand for its H-series chips to proceed by means of most of subsequent 12 months.