Nvidia's data center segment reached $39.1 billion in Q1 2025 (fiscal), with AMD at $3.7 billion and Intel at $4.1 billion, making Nvidia's share roughly 84% of the three-company total. Nvidia's compute revenue (87% of data center) grew 5% sequentially and 76% year-over-year, driven by Blackwell platforms reaching "all customer categories" in the quarter and networking products growing 64% sequentially. Nvidia recorded a $4.5 billion charge for H20 inventory and purchase obligations following US export restrictions to China. For financial institutions, this signals both continued dominance in AI infrastructure procurement and quantified geopolitical revenue headwind that may persist.
454 other tracked developments touching the same claims.