Nvidia Posts $82 Billion Quarter on Structural Overhaul, Aims for $20 Billion CPU Revenue
Nvidia generated $82 billion in quarterly revenue with $38 billion from hyperscalers and $37 billion from its new ACIE category, while free cash flow reached $48.6 billion. The company restructured into data centre and edge segments and plans $20 billion in CPU sales as it targets Intel and AMD markets.
1. Record Quarterly Results
Nvidia delivered $82 billion in revenue and $48.6 billion in free cash flow. Within its data centre segment, $38 billion came from hyperscalers and $37 billion from AI cloud, industrial, and enterprise customers.
2. Reporting Restructure
The company restructured reporting into data centre and edge computing segments. The ACIE category highlights growth beyond big five hyperscalers, showcasing revenue diversity and reducing perceived concentration risk.
3. CPU Push
CFO Colette Kress forecasts $20 billion in CPU revenue this year as Nvidia targets Intel and AMD market share. The Vera CPU is positioned to handle agentic AI orchestration, sandboxing, and retrieval tasks alongside GPU-powered inference.
4. Competitive Landscape and Risks
Nvidia noted customers launching their own chips—Google’s TPU spin-out, Amazon’s Trainium units, and Cerebras’s $100 billion market cap—and warned of foundry capacity and material constraints at TSMC. Excluding China data centre guidance leaves upside if H200 chip sales resume in that region.