Nvidia says its Blackwell AI chip is ‘full steam’ ahead

Nvidia has go the world’s astir invaluable company connected the backmost of AI chips, passing Microsoft and Apple on the way, and successful today’s Q3 2025 earnings, the institution suggested its grounds AI gross and profits are lone the beginning.

While The Information recently reported that its caller flagship Blackwell AI servers mightiness person cooling issues, the institution didn’t code that connected today’s telephone — instead, Nvidia assured investors that Blackwell is successful “full production,” is “full steam” ahead, and that the institution would proceed to present much of the chips each 4th from present connected out.

Nvidia has already shipped 13,000 Blackwell samples to its customers this quarter, said CFO Colette Kress, and Nvidia CEO Jensen Huang claimed Blackwell’s occurrence tin already beryllium measured successful the billions arsenic a result. “As you tin spot from each the systems being stood up, Blackwell is successful large shape,” Huang told investors.

While Nvidia has agelong been known arsenic a graphics and gaming company, pioneering the GPU, its information halfway fortunes person present outstripped its different businesses by an bid of magnitude. Gaming is present simply a $2-3 cardinal concern each 4th for Nvidia, but its AI-infused information centers raked successful $30.7 cardinal this past quarter, making up the immense bulk of its $35 cardinal successful quarterly earnings.

Much of that is axenic nett for Nvidia, too: $14.8 cardinal successful Q1, $16.6 cardinal successful Q2, and present a nett of $19.3 cardinal successful Q3. (Microsoft and Apple made $24.7 cardinal and $21.4 cardinal successful profit, respectively, this past quarter, though.)

Practically, that means there’s important overlap betwixt each caller procreation of chips arsenic businesses bid them and instrumentality them into information centers. Though Blackwell is Nvidia’s latest and greatest, Nvidia says contiguous that the H200 it announced past year is really present the fastest-selling merchandise it’s ever made, increasing to aggregate billions of dollars’ worthy this past quarter.

Nvidia’s H100 was its archetypal winning AI product, though it took longer to spot its existent success; Huang says the institution expects request for its H-series chips to proceed done astir of adjacent year.