Nvidia reported $46.7bn revenue for the quarter to 27 July, a 56% year-over-year increase, with Blackwell datacentre revenue up 17% sequentially. The company's outlook did not assume any shipments of the H20 device to China. Blackwell is presented as a generational AI platform with Blackwell Ultra production ramping and extraordinary demand, and NVLink rack-scale computing is positioned to boost training and inference performance for reasoning AI models. Interest in state-of-the-art datacentre GPUs and adjacent areas like robotics and physical AI remains high. China is identified as a major market opportunity, estimated at $50bn, and recent US approvals permit chip sales to China.
"Blackwell is the AI [artificial intelligence] platform the world has been waiting for, delivering an exceptional generational leap - production of Blackwell Ultra is ramping at full speed and demand is extraordinary,"
"Nvidia NVLink rack-scale computing is revolutionary, arriving just in time as reasoning AI models drive orders-of-magnitude increases in training and inference performance. The AI race is on, and Blackwell is the platform at its centre."
"The company is making strategic moves across areas under their control, including continued development of state-of-the-art datacentre GPUs [graphics processing units], innovation in new growth areas like robotics and physical AI, and promoting use cases that drive increased GPU purchases, such as reasoning AI and rack-scale computing,"
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