Nvidia Corporation Stock Price, News & Analysis

NVIDIA reported record Q3 FY25 results with revenue of $35.1 billion, up 17% quarter-over-quarter and 94% year-over-year. Data Center revenue reached $30.8 billion, up 112% from last year. GAAP earnings per share was $0.78, up 111% year-over-year. The company expects Q4 revenue of $37.5 billion (±2%) with a GAAP gross margin of 73.0%. Gaming revenue was $3.3 billion, up 14% from Q2, while Automotive revenue grew 72% year-over-year to $449 million. CEO Jensen Huang highlighted strong demand for Hopper and Blackwell platforms as AI adoption accelerates across industries.

nVent Electric announced a collaboration with NVIDIA to deploy liquid cooling solutions supporting the NVIDIA GB200 NVL72 and next-generation platforms. nVent is contributing to development programs with hyperscale and high-performance computing customers, delivering customized solutions for NVIDIA NVL36 and NVL72 deployments. The company worked with NVIDIA to define a reference architecture utilizing nVent's coolant distribution unit, liquid-to-air heat exchanger, and manifold products. The collaboration also extends to delivering solutions for the Open Compute Project community, aiming to address supply chain constraints and improve technology reliability in data centers.

NVIDIA announced an Omniverse Blueprint enabling software developers to create digital twins with real-time interactivity for computer-aided engineering (CAE). The blueprint combines NVIDIA acceleration libraries, physics-AI frameworks, and interactive rendering to achieve 1,200x faster simulations and real-time visualization.

Major software developers including Altair, Ansys, Cadence, and Siemens can implement this technology to help customers reduce development costs and accelerate time-to-market. A notable application includes computational fluid dynamics simulations, demonstrated through a virtual wind tunnel at SC24 that enables real-time interactive fluid dynamics visualization.

NVIDIA announced a collaboration with Google Quantum AI to accelerate quantum computing device design using the NVIDIA CUDA-Q™ platform and Eos supercomputer. The partnership aims to simulate quantum processor physics to address noise limitations in quantum computing hardware.

Using 1,024 NVIDIA H100 Tensor Core GPUs, Google can now perform one of the world's largest dynamical simulations of quantum devices, capable of simulating 40 qubits. The CUDA-Q platform has significantly reduced simulation time from weeks to minutes, and the software will be made publicly available for quantum hardware engineers.

NVIDIA announced that global pharmaceutical and techbio industry leaders are adopting its open-source BioNeMo Framework to advance drug discovery and accelerate molecule design. The framework offers accelerated computing tools to scale AI models for biomolecular research. The end-to-end platform includes NVIDIA NIM microservices and BioNeMo Blueprints for optimized workflows.

The platform features new NIM microservices supporting models like AlphaFold2 (achieving 5x speedup), DiffDock 2.0 (6.2x faster, 16% more accurate), RFdiffusion, and ProteinMPNN. Over 200 organizations are already integrating BioNeMo into their drug discovery platforms.

NVIDIA announced major partnerships with Japanese cloud leaders to build AI infrastructure across the country. SoftBank Corp., GMO Internet Group, Highreso, KDDI, Rutilea, and SAKURA Internet are implementing NVIDIA's accelerated computing, networking, and software solutions to transform Japan's robotics, automotive, healthcare, and telecom industries.

The initiative is supported by Japan's Ministry of Economy, Trade and Industry (METI). Notable developments include SoftBank adopting NVIDIA Blackwell platforms, GMO launching the first local cloud with H200 Tensor Core GPUs, and SAKURA Internet expanding its GPU capacity from 2,000 to nearly 4,000 NVIDIA Hopper GPUs.

NVIDIA and SoftBank announced major collaborations to accelerate Japan's AI initiatives. SoftBank will build Japan's most powerful AI supercomputer using NVIDIA's Blackwell platform and plans to implement the Grace Blackwell platform for its next supercomputer. The companies successfully piloted the world's first combined AI and 5G telecom network (AI-RAN), which could generate significant revenue for telecom operators. Using NVIDIA AI Enterprise software, SoftBank aims to create an AI marketplace for local, secure AI computing. The AI-RAN trial demonstrated that telcos can earn approximately $5 in AI inference revenue for every $1 of capex invested in new infrastructure, with SoftBank estimating returns up to 219% per AI-RAN server.

NVIDIA has appointed Ellen Ochoa, former director of NASA's Johnson Space Center and first Latina astronaut in space, to its board of directors. Ochoa, 66, holds degrees in physics and electrical engineering from San Diego State University and Stanford University. She currently serves on the boards of Service International and Mutual of America Financial Group. Her appointment expands NVIDIA's board to 13 members.

NVIDIA announced it will host a conference call on November 20, 2024, at 2 p.m. PT to discuss its third-quarter fiscal 2025 financial results for the period ended October 27, 2024. The call will be webcast live on investor.nvidia.com in listen-only mode. CFO Colette Kress will provide written commentary on the results, which will be posted at approximately 1:20 p.m. PT, before the call. The Q&A session will be to financial analysts and institutional investors. A replay will be available until the fourth quarter earnings call.