$108 billion. That is Nvidia's guidance for the quarter ahead, a figure the company said it expects to reach within just a few months. Amazon, Apple, and Alphabet have each repeatedly cleared $100 billion in a single quarter; under Nvidia's own projection, the company would join them.
The reported base is a record. Nvidia posted $96.2 billion in total revenue last quarter, up more than $10 billion from the prior period. The step from there to the guided $108 billion implies a further sequential move of roughly $11.8 billion, or about 12% QoQ growth.
How the revenue breaks out
Data center revenue alone drove the quarter to its record. At $89 billion, the segment more than doubled year-over-year, implying a prior-year comparison below $44.5 billion, and it accounted for roughly 92% of total revenue. Both the segment figure and the $96.2 billion overall total set quarterly records. Annualized at $89 billion, the data center run-rate clears $350 billion.
Nvidia's other revenue runs through additional segments, including an "edge computing" category the company describes as covering consumer gaming.
Profits reached $59.7 billion, also more than double year-over-year. The implied prior-year comparison sits below $29.9 billion. On $96.2 billion in revenue, $59.7 billion in profit puts the ratio above 60%.
| Metric | Value | Label |
|---|---|---|
| Total revenue | $96.2B | Reported, latest quarter |
| QoQ increase | >$10B | Reported |
| Data center revenue | $89.0B | Reported, latest quarter |
| Data center YoY | More than doubled | Reported |
| Profits | $59.7B | Reported, latest quarter |
| Profits YoY | More than doubled | Reported |
| Revenue guidance | $108B | Projected, next quarter |
Records in total revenue and data center. Profits more than doubled. The $108 billion guided figure is what Nvidia says comes next, with Amazon, Apple, and Alphabet having already built the benchmark the company is now targeting.
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