NVIDIA sells $ 11 billion in Blackwell AI chips from the next generation in “The fastest product product in our company’s history”

Nvidia (NvdaHe said on Wednesday that the latest Blackwell Ai chips had reached widespread production, as it achieved $ 11 billion in revenue during the fourth quarter.

“We have achieved $ 11.0 billion in Blackwell Architecture in the fourth quarter of the fiscal year 2025, which is the fastest producer producer in our company’s history,” NVIDIA CFO COLETTE Kress said in the commentS was released with the results of the chip maker’s profits on Wednesday after the bell.

“Blackwell sales by large cloud service providers who represent about 50 % of our data center revenue.”

Nafidia The fourth quarter profits exceeded Wall Street high expectations.

Chipmaker recorded revenues of 39.3 billion dollars, overcoming the $ 38.2 billion, as the data center revenues amounted to 35.6 billion dollars, 34.1 billion dollars expected, according to Bloomberg estimates of views. Artificial intelligence chips make up a modified profit per share of $ 0.89, or more than $ 0.84 expected.

CEO Hennish Huang He said in a separate statement: “We have succeeded in increasing the massive production of giant computers from Blackwell AI, where we have achieved sales in sales in the first quarter.”

The comment dismissed fears of more delay Blackwell. The production of huge servers with the latest artificial intelligence chips was returned amid reports on high temperature problems and sewing, which led to the best NVIDIA – Microsoft customers (Msft), Amazon (amzn), Google (Goog) And meta (Dead) – – To reduce Blackwell products orders. These four customers alone purchased an estimated $ 44 billion of NVIDIA graphics processing units in the 2024 calendar year, according to the Da Davadson analysis.

ISI Evercore Mark Lipacis suggested in a note earlier this week Blackwell production can be pushed to mid -2025. Nafidia’s suspension on Wednesday eating such concerns.

“Based on the four -quarter numbers and guidance, it seems that the demand for Blackwell … is very strong, and one can assume that it comes from hyperplaces,” said Ali Mugarraby, the great stock analyst in Wype Capital Management.

In the company’s profit call, Kress added that sales to summaries were doubled on an annual basis, adding: “The large CSPS (cloud service providers) were among the first to stand Blackweell, with Azure and GCP (Google Cloud Products), AWS and OCI (Oracle Cloud (Oracle Cloud) Infactructure that brings 200 (Blackweell) that it brings in order to assemble the customer all over the world.

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