Data centre revenue, which is the growth engine at Nvidia, was also stronger last quarter, it increased by $30.8bn, vs $29.1bn expected. Although data centres and GPUs are its most important market, Nvidia managed to surpass revenue expectations for most of its business lines, including auto, professional visualization and gaming. However, there was a hitch.
Blackwell demand is expected to exceed supply for several quarters next year. This suggests two things: 1, it gives Nvidia significant pricing power, which should boost revenues and 2, it should be working around the clock to ramp up production and meet demand, to capitalize on all the potential for the Blackwell.
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