Peter Smith
⬤ Nvidia is heading into its earnings report with strong momentum in data center operations. The segment has hit a $164.4 billion annualized revenue run rate, showing massive demand for the company's AI computing platforms. Chart data reveals how dramatically this segment has grown over recent years.
⬤ The chart shows Nvidia's quarterly data center revenue jumped from $1 billion in early 2020 to $41.1 billion in the latest quarter. Growth really picked up speed in mid-2023, moving from $10.3 billion to $14.5 billion, then $22.6 billion, before crossing $30 billion and reaching current levels. That's over 4,100 percent total growth since 2020, with a 97.3 percent compound annual growth rate. This surge matches the broader push toward AI infrastructure and accelerated computing across cloud and enterprise sectors.
⬤ The $164.4 billion run rate reflects just how big Nvidia's data center business has become. The steady climb shown in the chart makes it clear this division now drives the company's overall performance. What started as modest early growth has turned into steep, sustained gains fueled by generative AI deployments, massive training clusters, and demanding inference workloads.
⬤ Nvidia's data center expansion mirrors bigger shifts happening across tech markets worldwide. As companies ramp up AI adoption and advanced computing systems, these numbers show Nvidia's growing influence on infrastructure decisions throughout the semiconductor and cloud industries. The trend reveals how AI demand continues reshaping the company's competitive position for the long term.
Peter Smith
