The demand for large -power microprocessors will continue to promote NVIDIA's income and benefits after 2025 after a record exercise in which both billing and profits were shot. Computing needs associated with artificial intelligence and other technologies are still upward and Nvidia continues to benefit from it. The company directed by Jensen Huang closed last year with revenues of 130,497 million dollars (about 125,000 million euros), 114% more than the previous year. The benefit, on the other hand, shot 145%, to 72,880 million dollars, according to the accounts communicated by the company to the Securities and Bag (SEC) commission.
In the last quarter of the year, closed on January 31, income grew 78%, to 39,331 million dollars. The green eye logo company had anticipated three months ago that would have quarterly revenues of about 37.5 billion dollars, compared to 22,103 million of the same period of a year earlier, but has finally exceeded its own expectations and those of the market. The benefit of the fourth quarter was 22,066 million dollars, with an interannual increase of 72%.
The company has also submitted strong growth forecasts for the start of the new year. In the first quarter of the fiscal year, he expects income to be at 43,000 million dollars, 65% more than in the same period of the previous year, with a gross margin of 70.6%. This forecast exceeds the average estimate that analysts handled. Experts expect the income derived from the avant -garde Blackwell, their new generation processing unit, shoot. In the last quarter of last year, it already contributed about 11,000 million dollars to the income, so that they contributed almost a third of the billing of the Data Centers division.
“Blackwell's demand is incredible, since the reasoning AI adds another scale of scale: increasing the calculation for training makes the models smart and increasing the calculation for long thinking makes the answer more intelligent,” said Jensen Huang, founder and CEO of Nvidia, in a statement. “We have successfully increased the large -scale production of the Blackwell Superorganizers, achieving billions of dollars in sales in its first quarter. The AI advances at the speed of light as the agency and physical the AI prepare the stage for the next wave of which will revolutionize the largest industries. ”
Nvidia fell strongly in the stock market after the emergence of China's low -cost generative artificial intelligence. Suffered a 17% decrease in one day. In a single session he lost about 590,000 million dollars of value in stock market, the largest loss of stock market capitalization suffered by a company in a single day. Deepseek aroused the fear that artificial intelligence chatbots can develop at low cost, which could reduce the need for powerful Nvidia microprocessors.
Huang did not save Depseek at the conference with analysts. He said it was an “excellent innovation”, but argued that the models of reasoning for artificial intelligence will require enormous calculation power.
The price has recovered a good part of the lost terrain, but still fell around 5% so far this year until the session on Wednesday. The company has a bag value of 3.2 billion dollars, which makes it the second most valuable in the world, only behind Apple, with 3.6 billion dollars.
The demand for the great technological associated with artificial intelligence remains very strong. In the business centers business and Azure cloud computing (Microsoft) and AWS (Amazon) are leaders, followed by Google Cloud (Alphabet). Although the emergence of low -cost artificial intelligence Depseek sowed some doubts about the profitability of large investments that are being undertaken in greater processing power, companies continue to point out that for now they are not able to meet the growing demand and redouble their commitment.
Amazon has promised investments of more than 100,000 million this year to boost its commitment to AI, while Microsoft foresees 80,000 million and Google, another 75,000 million. Goal plans to invest between 60,000 and 65,000 million dollars to support both efforts in generative and the main business. To that is added Stargate, the OpenAi, Softbank and Oracle alliance, which plans to start investing 100,000 million dollars immediately and aims to increase the figure up to 500,000 million dollars in four years to build new infrastructure for AI.
Numerous startups They are also betting on generative artificial intelligence from different angles, but there is a common denominator: they all require computing power and are Nvidia clients.