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NVIDIA Reports Record Revenue as AI Demand Continues to Surge

NVIDIA has reported record financial results, highlighting the continued global demand for artificial intelligence infrastructure. The company’s latest quarterly revenue reached approximately $68 billion, driven largely by sales of high-performance GPUs used in AI data centers.

The data-center segment, which powers large AI models and cloud computing platforms, now represents the vast majority of NVIDIA’s business. Major technology companies are investing heavily in AI systems, significantly boosting demand for NVIDIA’s hardware.

At the same time, the company is adjusting its production strategy due to U.S. export restrictions affecting advanced chip sales to China. NVIDIA has reportedly paused production of certain AI chips intended for the Chinese market and is reallocating manufacturing capacity toward its next-generation AI platforms.

Looking ahead, NVIDIA is preparing for its annual GTC conference in mid-March, where the company is expected to unveil new developments in AI hardware, software, and data-center technologies.

Despite geopolitical challenges, NVIDIA continues to strengthen its position as a key supplier of the computing power behind the rapidly expanding AI industry.

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NVIDIA News

NVIDIA Leads the Global AI Wave: Growth, Innovation, and Future Challenges

At the end of 2025, NVIDIA reaffirmed its position as the leading company in artificial intelligence and high-performance computing. The company recorded record revenues, driven primarily by exceptional demand for GPUs used in data centers, cloud services, and AI models. Growth was fueled by the global expansion of generative artificial intelligence and large language models.

Key developments at the end of 2025 included:
• Strong growth in data centers: AI infrastructure became the company’s main revenue source.
• Advancements in graphics and gaming: NVIDIA introduced DLSS 4.5, which uses AI to generate multiple frames and deliver significantly improved image quality.
• Strategic partnerships: The company strengthened collaborations with major technology companies and cloud service providers.

At CES 2026, NVIDIA unveiled its new AI platform, Vera Rubin, which delivers significantly higher performance for training and running advanced AI models. This platform is designed as the foundation for the next generation of data centers and industrial AI solutions. In addition, NVIDIA is increasingly emphasizing the concept of “physical AI,” where artificial intelligence is used in robotics, autonomous driving, industrial automation, and smart factories.

In 2026, continued growth in demand for AI chips is expected, alongside broader adoption of AI in industry and real-world applications, as well as increased competition and regulatory challenges—particularly regarding chip export controls.

NVIDIA enters 2026 in an exceptionally strong position: with a new generation of AI platforms, advanced graphics technologies, and a clear growth strategy. If the company successfully manages competitive pressures and regulatory constraints, it is likely to remain one of the key players in global technological development for years to come.

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Supermicro inovate! 2025

Earlier this week, Supermicro hosted an exceptional event in Madrid, where Xenya, as a long-term partner, was once again invited among a select group of attendees. The event impressed with its rich content and forward-looking vision, connecting engineering, manufacturing, and sales operations on a global scale.

Supermicro showcased its latest AI-optimized solutions, developed in close collaboration with technology leaders such as AMD, Intel, and Nvidia. These solutions are designed to support a wide range of workloads – from AI training in data centers to inference processing at the edge.

Key highlights included:

  • New RTG 600 server systems
  • Liquid-cooled servers, engineered for maximum energy efficiency
  • Global mass shipments of Nvidia Blackwell Ultra systems, which began in September, delivering next-generation high-performance rack servers purpose-built for AI workloads

Xenya is proud to serve as a strategic partner in such significant steps toward the future, where innovation, performance, and sustainability come together.

The event also featured a spectacular social highlight, taking place on the rooftop terrace of the Riu Plaza España Hotel, offering breathtaking views of the entire city and a stunning sunset. Once again, Supermicro proved to be an outstanding host, ensuring not only innovation but also unforgettable moments of enjoyment.

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RIPE 88

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