Nvidia CEO Jensen Huang highlighted four positive developments driving the company's growth in 2025 during the Q1 earnings call. He reported a 73% year-over-year increase in data center sales, reaching $39 billion. Huang identified a significant surge in demand for reasoning AI as the first positive surprise. The second was the rollback of the US AI Diffusion Rule, which had previously imposed export restrictions. Third, breakthroughs in agentic AI were described as game-changing for enterprises. Finally, there has been accelerating adoption of industrial AI. Despite some commentary suggesting the generative AI wave has peaked, Huang's remarks underscore ongoing strong momentum in Nvidia's AI-related business segments.
$NVDA CEO highlights 4 positive surprises driving NVIDIA's growth: "I would say compared to the beginning of the year, compared to GTC time frame, there are 4 positive surprises. The first positive surprise is the step function demand increase of reasoning AI, I think it is https://t.co/tbDUQkBwGo
EARNINGS CALL: Jensen Huang shares '4 positive surprises' for Nvidia $NVDA in 2025 so far. – Step function demand increase in reasoning AI – US 'AI Diffusion Rule' was rescinded – Agentic AI is 'game-changing' for enterprises – Industrial AI adoption is accelerating https://t.co/zesFnWTaSr
$NVDA CEO JENSEN HUANG'S FOUR KEY SURPRISES OF 2025 👇 1. Surging demand for reasoning AI 2. Rollback of export restrictions 3. Breakthroughs in agentic AI 4. Accelerating adoption of industrial AI https://t.co/s7dzlrMVb1