NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

Last Modified

2025-02-27

Update Frequency

Aperiodically

Format

PDF

TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. Strong demand for high-end GPUs (including Hopper and Blackwell series) from hyperscale CSPs and enterprises fueled NVIDIA's overall revenue growth. The rise of DeepSeek will promote the development of edge AI inference servers and expand the scope of AI applications.

＜Total Pages：7＞

Category: Cloud / Edge Computing , Artificial Intelligence , Semiconductors

Spotlight Report

Selected TopicsRelated Reports

Smartphone Production May Drop Over 15%: 2026 Memory Surge Ignites Cost Storm

2026/01/23

DRAM

PDF

AI Reshapes Memory: Market Revenue to Peak by 2027

2026/01/20

DRAM

PDF

MLC Supply Cliff: Majors Exit & MXIC's Gain

2026/01/06

NAND Flash

PDF

AI-Native 6G Revolution: Supply-Chain Strategies from 5G-Advanced

2026/01/06

Telecommunications

PDF

Quantum Computing Arms Race: Post-GPU Era Global Crisis and Taiwan's Positioning

2026/01/02

Computer System

PDF

Space Launch and LEO Satellite Communications: SpaceX Extends Its Lead

2025/12/23

Telecommunications

PDF

Download Report

USD $2,000

Membership

Selected Topics
Selected Topics-TF-0044_NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

Popular Keywords

Research Reports

USD $2,000