In the first quarter of fiscal year 2026 (ended on April 27, 2025), Nvidia recorded $ 44.1 billion. revenues. This is about Almost 70 percent more than a year earlierof which as much as $ 39.1 billion It fell on the data centers segment.
After the premiere of Blackwell architecture, specifically B100/B200 systems with 208 billion transistors produced in the TSMC 4NP process and connected by the 10 TB/s interface, NVIDIA is just starting to scale deliveries to partners and customers. The next generation of chips is already on the calendar. At the GTC 2025 conference, Jensen Huang, president of Nvidia, announced the Vera Rubin platform for the second half of 2026 and Rubin Ultra in 2027, as well as servers with up to 600 kW, which forces further innovations in cooling and energy architecture.
Industry reports also talk about massaging GB300 servers starting in September 2025, which It confirms the extremely fast pace of refreshment of the portfolio.
The fact that Nvidia still has a large market in front of it can be seen in the ambitions. Huang talks about the infrastructure of data centers aimed at $ 1 trillion. revenues until 2028, so with a repeatedly larger cake than today.
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Automotive: from the “brain” cars to digital factories
The automotive segment is today the fastest, though still relatively small percentage of business for Nvidia. In the fiscal year 2025, revenues from the automotive industry increased in the company by 55 percent. year on year.
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Together with the Drive Thor platform, one, centralized unit reaching performance up to 2000 TOPS, ready for cars from the 2025-2026 annual model, NVIDIA offers manufacturers not only computing power for autonomous driving. It also provides full infrastructure for digital design, testing and updating.
Partnerships extend from BYD and Mercedes-Benz to GM, Volvo and JLR, and the latest implementation, as announced on July 21, 2025, HPC 3.0 Weride/Lenovo based on Drive Thor, show that the ecosystem begins to use this power in practice. So you can say that In the context of the automotive industry, Nvidia is just throwing a third run.
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Why is this just the beginning? The computer in the car will support more and more tasks. A lot of things will be taken over by the digital dashboard – from voice assistants and entertainment to continuous environmental analysis and real -time planning.
Each software update, a new driver assistance function or subscription package translates into a fixed stream of revenues. NVIDIA provides both the “engine” (appropriate chips) and programming tools on which individual systems are based.
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RTX as a local center of AI
In the consumer segment, Nvidia wants in turn Transform PC into AI PC computers. The company develops numerous tools, e.g. Cattx, which allows you to launch personalized language models locally on GeForce RTX computers, using something that Nvidia defines with microservices with it. In a nutshell, it's ready, small “blocks” with AI models, which we run and call a simple API to quickly add artificial intelligence to your application.
Nvidia actions for the last 5 years. They generated profit of up to 1585 percent
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On the same base, the company also builds something that BluePrints defines. It's ready Diagrams of agent and generative applications that programmers (and companies) can modify their own work flowsboth in the cloud and on the shore of the network or in its PC (locally).
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This means that the potential of monetization does not end with the sale of the GPU themselves. A layer of software, services and tool ecosystem is growing – and everything with the NVIDIA logo.
It can be said that despite the record capitalization, the company is only halfway through the transformation from the HPC manufacturer to a supplier of a full technological system for the economy based on AI models.
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Nvidia will be almost everywhere
The demand is currently moving from training to the ubiquitous infection – in the Data Center, in cars and on end devices. ANDNFEP is a stage at which the already trained AI model gets new data and uses the knowledge acquired earlier to calculate (guess) the answer. Oh, this is the way popular AI applications work.
Secondly, the NVIDIA product architecture assumes the annual Prime Minister (Blackwell 2024/25, Rubin 2026/27), which maintains a technological advantage and even allows you to double revenues on existing customers who need to modernize hardware clusters if they want to provide more and more possibilities and performance.
Thirdly, new domains – agent AI systems, physical robotics (Isaac GR00T N1), scientific supercomputers (e.g. Blue Lion built on ruby) – they are just beginning to materialize and generate orders.
Finally, Nvidia is also a advantage of a full stack of technology – from GPU and interconnects, through miracles, tensorrt, him and BluePrints, to tools for content creators and programmers. That's why Administrations and regulators are more and more closely looking at the position of Nvidia in the context of a monopolist, and the first political ideas for “breaking” the company appear.
So after 4 trillion dollars Is there still room for growth? The answer is yes. NVIDIA is growing not only up (larger systems, larger data centers), but also breadth – into new sectors, new business models (software subscriptions, licenses, implementation services) and new AI forms operating outside the cloud. And each of these branches has its own adoption curve, which we are just starting to notice on the market.
Nvidia has a lot of growth fields untouched in front of her – and this is what makes her current quote with a less glass ceiling, and more like a reference point for the next stage. Of course, assuming that the competition will not introduce something revolutionary.
Author: Grzegorz Kubera, Business Insider Polska journalist
