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

Nvidia has turn into the world’s most valuable company on the again of AI chips, passing Microsoft and Apple alongside the way in which, and in right this moment’s Q3 2025 earnings, the corporate prompt its report AI income and earnings are solely the start.

Whereas The Information recently reported that its new flagship Blackwell AI servers might need cooling points, the corporate didn’t deal with that on right this moment’s name — as an alternative, 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 clients this quarter, stated CFO Colette Kress, and Nvidia CEO Jensen Huang claimed Blackwell’s success can already be measured within the billions in consequence. “As you may see from all of the programs 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, which means there’s substantial overlap between every new era of chips as companies organize them and stick them into knowledge facilities. Although Blackwell is Nvidia’s newest and biggest, Nvidia says right this moment that the H200 it announced last year 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 authentic profitable 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 most of subsequent yr.