Nvidia’s fourth quarter results reveal that AI is still growing, but at an unusually large number of cores, and no overheating issues

Nvidia generated $35.1 billion in revenue for the quarter, beating estimates of $33.2 billion. Its revenue rose 94 percent compared to last year. When its revenue rose as much as 26% every year, Nvidia isn’t going out of business anytime soon. The results show that the market for artificial intelligence is continuing to grow as companies spend more and more money, although at a slightly slower pace.

While The Information recently reported that its new flagship Blackwell AI servers might have cooling issues, the company didn’t address that on today’s call — instead, Nvidia assured investors that Blackwell is in “full production,” is “full steam” ahead, and that the company would continue to deliver more of the chips each quarter from here on out.

Moorhead told WIRED that his manufacturing contacts were unaware of any overheating issues. But it’s not unusual, he said, for there to be tension between design, engineering, and production when bringing a new chip design to market.

“It’s a debate as old as semiconductors: Is it a design issue? Is it a production issue? Moorehead said something. People are looking for any type of smoke that can affect the thesis of Nissan’s growth.