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＞

Sector: AI Server / Data Center Semiconductors

Tag: NVIDIA Blackwell AI Chip NVIDIA Hopper AI Inference Edge AI AI Server Server GPU Competitive Landscape CSP Market Share Revenue Supply Chain NVIDIA DeepSeek

Spotlight Report

Selected TopicsRelated Reports

AI Server Value Surges on Pricing and Capex Boom

2026/10/08

AI/HBM/Server

PDF

US Data Center Buildout Faces Midterm Risks

2026/10/07

AI/HBM/Server

PDF

2027 Global Semiconductor Equipment Outlook: AI Computing and Export Controls Reshape the Landscape

2026/10/07

Semiconductors

PDF

Demand for High-Density AI Compute Raises Complexity of Cooling Technologies: Thermal Management Extends from Racks to 3D IC Packaging

2026/09/22

Computer System

PDF

2027 NAND: Enterprise SSD Soars, Consumer Stalls

2026/09/16

NAND Flash

PDF

2026 New CPO Battleground: TSMC's COUPE Roadmap Signals Opportunities for FAU Coupling Equipment

2026/09/16

Semiconductors

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

2,000