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Robust Datacenter Growth and AI Boom to Boost NVIDIA's Q4 Earnings
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NVIDIA Corporation (NVDA - Free Report) is set to report its fourth-quarter fiscal 2025 earnings on Feb. 26, and expectations are running high. As the undisputed leader in artificial intelligence (AI) computing, NVIDIA has been at the center of the AI boom, with its high-performance datacenter graphics processing units (GPUs) fueling growth across industries.
Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.
With surging demand for AI infrastructure, expanding enterprise adoption and a thriving generative AI market, NVIDIA’s fourth-quarter results could once again demonstrate strong growth, cementing its dominance in the sector.
Click here to know how NVDA’s overall fiscal fourth-quarter results are likely to be.
Datacenter Growth: The Powerhouse Behind NVIDIA’s Success
NVIDIA’s datacenter segment has been the driving force behind its explosive growth, and the fourth quarter is expected to deliver another record-breaking performance. In the third quarter of fiscal 2025, the segment posted astonishing 112% year-over-year growth, generating $30.77 billion in revenues, marking a 17% sequential increase.
That momentum is set to continue. Our model projects fourth-quarter datacenter revenues to hit $33.17 billion, reflecting an 80.2% year-over-year increase and a 7.8% sequential rise. This surge is a direct result of massive investments in AI infrastructure, with enterprises, cloud providers and research institutions racing to secure NVIDIA’s cutting-edge GPUs.
NVIDIA’s Hopper, Ampere and Blackwell architectures are at the forefront of this demand, powering everything from large-scale AI training models to real-time inference applications. With the world’s leading tech giants — including Microsoft, Amazon and Google — relying on NVIDIA’s technology to build next-generation AI solutions, the company is positioned to continue dominating the AI semiconductor market.
Generative AI: A Strong Catalyst for NVIDIA’s Growth
The rise of generative AI has transformed industries, driving an insatiable need for high-performance computing power. From ChatGPT to AI-driven content creation, marketing automation and healthcare innovations, enterprises are integrating AI into their core operations at an unprecedented pace.
According to Fortune Business Insights, the global generative AI market is projected to reach $967.65 billion by 2032, growing at an astonishing 39.6% compound annual growth rate (CAGR). This explosion in AI adoption underscores the critical role NVIDIA plays in shaping the future of AI infrastructure.
NVIDIA’s GPUs are at the heart of this transformation, powering AI workloads across multiple industries, including automotive, healthcare, manufacturing and cybersecurity. With AI-driven digital assistants, recommendation engines and real-time language translation becoming more sophisticated, NVIDIA’s products are increasingly viewed as essential components of modern computing infrastructure.
NVIDIA expects fourth-quarter fiscal 2025 revenues to reach $37.5 billion, underscoring the broad-based strength of AI adoption. This represents a remarkable leap from prior years, as more businesses allocate significant capital toward AI-driven growth initiatives.
Atlassian shares have soared 39.7% in the past year. The Zacks Consensus Estimate for TEAM’s fiscal 2025 earnings is pegged at $3.45 per share, indicating a 17.8% year-over-year increase.
Zscaler shares have plunged 17.9% in the past year. The Zacks Consensus Estimate for ZS’ fiscal 2025 bottom line is pinned at earnings of $2.99 per share, indicating a year-over-year decline of 6.3%.
Fortinet shares have gained 60.8% in the past year. The Zacks Consensus Estimate for FTNT’s full-year 2025 earnings is pegged at $2.43 per share, suggesting a year-over-year increase of 2.5%.
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Robust Datacenter Growth and AI Boom to Boost NVIDIA's Q4 Earnings
NVIDIA Corporation (NVDA - Free Report) is set to report its fourth-quarter fiscal 2025 earnings on Feb. 26, and expectations are running high. As the undisputed leader in artificial intelligence (AI) computing, NVIDIA has been at the center of the AI boom, with its high-performance datacenter graphics processing units (GPUs) fueling growth across industries.
Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.
With surging demand for AI infrastructure, expanding enterprise adoption and a thriving generative AI market, NVIDIA’s fourth-quarter results could once again demonstrate strong growth, cementing its dominance in the sector.
NVIDIA Corporation Price and EPS Surprise
NVIDIA Corporation price-eps-surprise | NVIDIA Corporation Quote
Click here to know how NVDA’s overall fiscal fourth-quarter results are likely to be.
Datacenter Growth: The Powerhouse Behind NVIDIA’s Success
NVIDIA’s datacenter segment has been the driving force behind its explosive growth, and the fourth quarter is expected to deliver another record-breaking performance. In the third quarter of fiscal 2025, the segment posted astonishing 112% year-over-year growth, generating $30.77 billion in revenues, marking a 17% sequential increase.
That momentum is set to continue. Our model projects fourth-quarter datacenter revenues to hit $33.17 billion, reflecting an 80.2% year-over-year increase and a 7.8% sequential rise. This surge is a direct result of massive investments in AI infrastructure, with enterprises, cloud providers and research institutions racing to secure NVIDIA’s cutting-edge GPUs.
NVIDIA’s Hopper, Ampere and Blackwell architectures are at the forefront of this demand, powering everything from large-scale AI training models to real-time inference applications. With the world’s leading tech giants — including Microsoft, Amazon and Google — relying on NVIDIA’s technology to build next-generation AI solutions, the company is positioned to continue dominating the AI semiconductor market.
Generative AI: A Strong Catalyst for NVIDIA’s Growth
The rise of generative AI has transformed industries, driving an insatiable need for high-performance computing power. From ChatGPT to AI-driven content creation, marketing automation and healthcare innovations, enterprises are integrating AI into their core operations at an unprecedented pace.
According to Fortune Business Insights, the global generative AI market is projected to reach $967.65 billion by 2032, growing at an astonishing 39.6% compound annual growth rate (CAGR). This explosion in AI adoption underscores the critical role NVIDIA plays in shaping the future of AI infrastructure.
NVIDIA’s GPUs are at the heart of this transformation, powering AI workloads across multiple industries, including automotive, healthcare, manufacturing and cybersecurity. With AI-driven digital assistants, recommendation engines and real-time language translation becoming more sophisticated, NVIDIA’s products are increasingly viewed as essential components of modern computing infrastructure.
NVIDIA expects fourth-quarter fiscal 2025 revenues to reach $37.5 billion, underscoring the broad-based strength of AI adoption. This represents a remarkable leap from prior years, as more businesses allocate significant capital toward AI-driven growth initiatives.
NVIDIA’s Zacks Rank and Other Stocks to Consider
Currently, NVIDIA carries a Zacks Rank #2 (Buy).
Atlassian (TEAM - Free Report) , Zscaler (ZS - Free Report) and Fortinet (FTNT - Free Report) are some other stocks that investors can consider in the broader Zacks Computer and Technology sector. TEAM, ZS and FTNT carry a Zacks Rank #2 each at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Atlassian shares have soared 39.7% in the past year. The Zacks Consensus Estimate for TEAM’s fiscal 2025 earnings is pegged at $3.45 per share, indicating a 17.8% year-over-year increase.
Zscaler shares have plunged 17.9% in the past year. The Zacks Consensus Estimate for ZS’ fiscal 2025 bottom line is pinned at earnings of $2.99 per share, indicating a year-over-year decline of 6.3%.
Fortinet shares have gained 60.8% in the past year. The Zacks Consensus Estimate for FTNT’s full-year 2025 earnings is pegged at $2.43 per share, suggesting a year-over-year increase of 2.5%.