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AAPLMSFTNVDA10-K10-Q8-K

How did NVIDIA describe data center revenue growth in the latest 10-Q?

Answer

Data center revenue increased primarily due to demand for accelerated computing and generative AI workloads, with management citing higher shipments of NVIDIA Hopper GPU architecture products12.

Sources

  • 1NVDA10-QFY2025 Q2Aug 28, 2024

    Data center revenue was $26.3 billion, up 154% from a year ago, driven by demand for the NVIDIA Hopper GPU computing platform used for training and inference of large language models.

  • 2NVDATranscriptQ2 FY2025Aug 28, 2024

    Management highlighted accelerated computing demand from cloud service providers and consumer internet companies deploying generative AI workloads at scale.

  • 3MSFT10-KFY2024Jul 30, 2024

    Intelligent Cloud revenue grew 20%, with Azure and other cloud services up 30%, reflecting continued enterprise adoption of AI infrastructure.

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Research aid only — verify figures in original SEC filings. Not investment advice.