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[Selected Topics] NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

Last Modified

2024-11-22

Update Frequency

Aperiodically

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PDF

Overview

TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expanding the liquid cooling and HBM supply chains. Sovereign AI and Tier-2 data centers will be key growth markets for NVIDIA in the future.

＜Total Pages：7＞

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