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Nvidia Data Center Revenue Breakdown: Compute & Networking

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This article covers the revenue distribution of Nvidia’s data center. Nvidia’s data center revenue consists of two major streams: Compute and Networking.

You may find more information about Nvidia’s Compute and Networking platforms here: Data Center, Compute, and Networking.

Investors interested in Nvidia’s other key statistics may find more resources on these pages:

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Definitions

To help readers understand the content better, the following terms and glossaries have been provided.

Data Center: Nvidia’s Data Center platform is focused on accelerating the most compute-intensive workloads, such as AI, data analytics, graphics, and scientific computing, delivering significantly better performance and power efficiency relative to conventional CPU-only approaches.

It is deployed in cloud, hyperscale, on-premises and edge data centers. The platform consists of compute and networking offerings typically delivered to customers as systems, subsystems, or modules, along with software and services.

Compute: Nvidia’s compute offerings include supercomputing platforms and servers, bringing together its energy efficient GPUs, CPUs, interconnects, and fully optimized AI and HPC software stacks.

In addition, they include Nvidia’s AI Enterprise software; DGX Cloud service; and a growing body of acceleration libraries, APIs, SDKs, and domain-specific application frameworks

Networking: Nvidia’s networking offerings include end-to-end platforms for InfiniBand and Ethernet, consisting of network adapters, cables, DPUs, switch chips and systems, as well as a full software stack.

This has enabled Nvidia to architect data center-scale computing platforms that can interconnect thousands of compute nodes with high-performance networking.

While historically the server was the unit of computing, as AI and HPC workloads have become extremely large spanning thousands of compute nodes, the data center has become the new unit of computing, with networking as an integral part.

Data Center Customers: Nvidia’s customers include the world’s leading public cloud and consumer internet companies, thousands of enterprises and startups, and public sector entities.

Nvidia works with industry leaders to help build or transform their applications and data center infrastructure.

The company’s direct customers include original equipment manufacturers, or OEMs, original device manufacturers, or ODMs, system integrators and distributors which Nvidia partners with to help bring their products to market.

Nvidia also has partnerships in automotive, healthcare, financial services, manufacturing, retail, and technology among others, to accelerate the adoption of AI.

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What drives Nvidia’s significant revenue growth within the Compute platform?

Nvidia’s significant revenue growth within the Compute platform is primarily driven by the explosive demand for AI training and inference. The Compute platform includes components like processors and memory chips that run applications on servers. This segment has seen remarkable growth due to the increasing adoption of AI technologies across various industries.

In fiscal year 2025, Nvidia’s data center compute revenue grew by 162% year-over-year. This growth is attributed to the high demand for Nvidia’s AI supercomputers, particularly the Blackwell platform. The company’s ability to ramp up massive-scale production of these AI supercomputers has significantly contributed to its revenue growth.

Additionally, Nvidia’s Compute platform plays a crucial role in high-performance computing (HPC), cloud computing, data analytics, and scientific research, further driving its revenue growth.

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Revenue From Data Center

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* Nvidia operates on a 52- or 53-week year, ending on the last Sunday in January. FY2025 ended on Jan 26 2025.

The definition of Nvidia’s Data Center is available here: Data Center.

Nvidia’s data center revenue surged to an astounding $115.2 billion in fiscal year 2025. This figure is more than twice the $47.5 billion reported in fiscal year 2024, and a staggering 40 times greater than the $3 billion recorded five years ago.

The unprecedented growth can be attributed to the skyrocketing demand for AI training and inference capabilities, driven by the widespread adoption of AI technologies across various sectors.

The Compute platform, which includes essential components like processors and memory chips, has become a cornerstone of Nvidia’s success. With the increasing need for high-performance computing (HPC), cloud computing, data analytics, and scientific research, Nvidia’s data center solutions have become indispensable.

The company’s ability to innovate and deliver cutting-edge AI supercomputers, particularly the Blackwell platform, has been a game-changer. This, combined with Nvidia’s expertise in ramping up large-scale production, has positioned the company as a leader in the industry.

In essence, Nvidia’s data center revenue has experienced remarkable growth, largely fueled by the emergence and expansion of AI technologies.

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Percentage Of Revenue From Data Center

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* Nvidia operates on a 52- or 53-week year, ending on the last Sunday in January. FY2025 ended on Jan 26 2025.

The definition of Nvidia’s Data Center is available here: Data Center.

As of fiscal year 2025, Nvidia’s data center revenue accounted for an impressive 88% of the company’s total sales. This significant contribution underscores the dominance of the data center segment in Nvidia’s overall financial performance. Essentially, the revenue generated from the data center alone nearly comprises the entirety of the company’s total revenue.

Historically, the data center’s revenue contribution was relatively modest, averaging less than 30% from fiscal year 2018 to 2020. However, the landscape dramatically shifted with the advent of AI technologies. The demand for high-performance computing and AI-driven solutions surged, leading to a remarkable transformation in Nvidia’s revenue structure.

Since fiscal year 2021, the data center segment has emerged as the cornerstone of Nvidia’s financial success. The company’s strategic focus on AI supercomputers, high-performance computing (HPC), cloud computing, data analytics, and scientific research has propelled its data center revenue to unprecedented heights. This shift highlights Nvidia’s ability to adapt to changing market dynamics and capitalize on emerging technologies.

In essence, Nvidia’s data center revenue has become the linchpin of the company’s financial performance, reflecting the critical role of AI and high-performance computing in driving its growth.

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Revenue From Compute And Networking

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* Nvidia operates on a 52- or 53-week year, ending on the last Sunday in January. FY2025 ended on Jan 26 2025.

Nvidia’s data center revenue consists of two sources: Compute and Networking. The definitions of these platforms are available here: Compute and Networking.

Within Nvidia’s data center platform, the compute segment is the dominant force, generating the majority of sales. This is clearly illustrated in the accompanying graph, where the revenue from the compute segment significantly outpaces the revenue from the networking market.

In fiscal year 2025, Nvidia’s data center compute revenue reached a staggeromg $102.2 billion. This represents a remarkable increase compared to the $39 billion recorded in fiscal year 2024, showcasing the rapid growth and high demand for Nvidia’s compute solutions.

In contrast, Nvidia’s data center networking revenue amounted to $13 billion in fiscal year 2025. Although this is only slightly more than 10% of the revenue generated by the compute segment, it still represents a significant portion of Nvidia’s overall data center revenue.

Both the compute and networking segments have experienced substantial revenue growth since fiscal year 2023. For instance, Nvidia’s data center compute revenue has multiplied nearly tenfold, while the networking segment has seen a 250% growth during the same period.

Although the data center networking platform may not have witnessed explosive growth comparable to the compute market, it still plays a crucial role within Nvidia’s data center strategy. The networking segment supports and enhances the performance of Nvidia’s compute solutions, making it an essential component of the company’s overall success in the data center market.

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Percentage of Revenue From Compute And Networking

nvidia-data-center-revenue-breakdown-in-percentage

nvidia-data-center-revenue-breakdown-in-percentage

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* Nvidia operates on a 52- or 53-week year, ending on the last Sunday in January. FY2025 ended on Jan 26 2025.

Nvidia’s data center revenue consists of two sources: Compute and Networking. The definitions of these platforms are available here: Compute and Networking.

From a percentage standpoint, Nvidia’s compute revenue dominates the sales within the data center platform. In fiscal year 2025, revenue from compute solutions constituted a remarkable 89% of the total data center revenue. This figure represents a significant increase from the 82% recorded in fiscal year 2024, underscoring the rapid expansion and demand for Nvidia’s compute technologies.

Conversely, the networking revenue accounted for a modest 11% of the data center revenue in fiscal year 2025, a notable decline from the 18% observed the previous year. Despite the remarkable growth in networking revenue, its share of the total data center revenue has diminished, highlighting the much faster pace at which compute revenue has been growing.

This shift emphasizes Nvidia’s strategic focus and success in the compute segment, which has outpaced the growth in the networking market. The explosive demand for high-performance computing, AI training, and inference capabilities has propelled the compute segment to new heights, making it the cornerstone of Nvidia’s data center revenue.

In essence, while Nvidia’s networking segment remains an essential component of its data center strategy, the compute segment’s rapid growth has redefined the revenue landscape, positioning it as the primary driver of Nvidia’s financial performance within the data center platform.

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YoY Growth Rates Of Revenue From Compute And Networking

nvidia-yoy-growth-rates-of-data-center-revenue-breakdown

nvidia-yoy-growth-rates-of-data-center-revenue-breakdown

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* Nvidia operates on a 52- or 53-week year, ending on the last Sunday in January. FY2025 ended on Jan 26 2025.

Nvidia’s data center revenue consists of two sources: Compute and Networking. The definitions of these platforms are available here: Compute and Networking.

The graph above illustrates the remarkable growth rates recorded by Nvidia’s data center compute platform compared to the networking segment.

From fiscal year 2024 to 2025, the compute revenue experienced an impressive average annual growth rate of 200%, highlighting the explosive demand and adoption of Nvidia’s compute solutions. This rapid expansion is a testament to Nvidia’s strategic focus on high-performance computing, AI training, and inference capabilities.

In contrast, the networking platform saw a substantial but comparatively lower average annual growth rate of 92% during the same period. While this growth is significant, it underscores the exceptional pace at which the compute segment has been expanding.

Overall, Nvidia’s data center revenue growth registered an impressive 180% annually from fiscal year 2024 to 2025. This extraordinary growth is driven primarily by the surge in compute revenue, which has become the cornerstone of Nvidia’s financial performance within the data center platform.

The data center compute platform’s dominance in revenue growth reflects Nvidia’s ability to innovate and deliver cutting-edge solutions that meet the evolving needs of high-performance computing and AI-driven applications. Despite the networking segment’s growth, the compute platform’s rapid expansion has redefined Nvidia’s revenue landscape, positioning it as a key driver of the company’s success.

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Conclusion

In summary, Nvidia’s data center platform, particularly the compute segment, has become the cornerstone of the company’s financial performance. The explosive growth rates and the dominance of compute revenue highlight the critical role of AI and high-performance computing in driving Nvidia’s success. The networking segment, while smaller in revenue contribution, remains an essential component, supporting the overall performance of Nvidia’s data center solutions.

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References and Credits

1. All financial figures presented were obtained and referenced from Nvidia’s quarterly and annual reports published on the company’s investor relations page: Nvidia Financial Reports.

2. Pexels Images.

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