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NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

Last Modified

2025-05-29

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Aperiodically

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Overview

According to TrendForce, NVIDIA's data center revenue grew by 73% year-over-year in FY1Q26, driven by the gradual ramp-up of the new Blackwell GPU platform. After 2Q25, NVIDIA is expected to significantly increase production of the GB200 rack and launch the MGX RTX PRO to meet edge AI demands. The GB300 NVL72 design was reverted to the Bianca architecture for a smoother product launch, causing short-term pressures on the liquid cooling supply chain. In the future, NVIDIA's data center business will continue to expand, focusing on Tier 2 data centers and sovereign cloud projects, which will become key growth areas.

＜Total Pages：9＞

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NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

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NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

Overview

Spotlight Report

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

COMPUTEX 2025 Ushers in the Era of Edge AI, Revealing a New Landscape for Consumer Electronics

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NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

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NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

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