Nvidia just delivered another monster quarter, redefining what growth looks like in the AI era. But the real edge might be where Nvidia is quietly investing next.
$44.1B
Total Revenue Q1 2025
$39.1B
Data Center Revenue
+73%
YoY Data Center Growth
Data Centers ($B)
Other Revenue ($B)
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Strategic Insight
Nvidia isn't just a hardware company anymore—it's an ecosystem builder. Its capital deployment in startups and AI platforms tells a deeper story. This isn’t branding. It’s conviction. And it's reshaping the next decade of AI infrastructure.
What to Watch Next
Track Nvidia’s new 13F filings to monitor new equity positions
Follow performance of key partners in the AI infrastructure stack
Watch earnings reactions and capex guidance from hyperscalers (AWS, GCP, Azure)