NVIDIA reported record quarterly revenue from its data centre segment, driven by sustained demand for AI accelerators. The company cited large orders from cloud providers, enterprise customers, and government-backed research facilities.
Executives confirmed that supply constraints remain, despite capacity expansion and manufacturing partnerships. NVIDIA reiterated its focus on AI-specific hardware platforms, including networking and software components.
The results reinforced NVIDIA’s central role in the global AI supply chain, with demand expected to continue through 2026.