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NVIDIA Q4 Fiscal 2025 Earnings Outlook: Navigating AI Growth and Supply Chain Challenges
NVIDIA Corporation (NASDAQ: NVDA) continues to cement its position as the dominant force in artificial intelligence computing, with its latest quarterly performance highlighting the company’s unprecedented growth and the challenges it faces in meeting surging demand.
As the company prepares to release its Q4 Fiscal 2025 earnings on February 26, investors and analysts closely monitor its ability to maintain momentum in an increasingly competitive landscape.
Record-Breaking Performance Driven by AI Demand
In Q3 FY25 (ended October 27, 2024), NVIDIA posted revenue of $35.1 billion, marking a 94% year-over-year increase and a 17% sequential growth. The company’s data centre segment, which now accounts for 88% of total revenue, reached $30.8 billion, demonstrating a remarkable 112% year-over-year surge. This performance underscores NVIDIA’s commanding position in the AI chip market, maintaining an 80–85% market share.
“The data centre results reflect unprecedented demand for AI infrastructure,” noted a senior analyst at KeyBanc Capital Markets. “However, supply chain constraints, particularly in advanced packaging, remain a key challenge for meeting this demand.”
Segment Performance and Strategic Diversification
Beyond its core data center business, NVIDIA’s gaming segment generated $3.28 billion in Q3, representing 9% of total revenue and showing 15% year-over-year growth. Professional visualization revenue reached $486 million, while the automotive and robotics segment achieved a record $449 million, up 72% year-over-year.
The company’s strategic expansion into robotics and automotive markets, mainly through its Project GR00T and DRIVE Thor platforms, positions it to tap into an estimated $300 billion total addressable market by 2030. Partnerships with leading automotive manufacturers like BYD and XPENG have strengthened NVIDIA’s foothold in the autonomous driving sector.
