Nvidia is setting the stage for a monumental leap in the artificial intelligence semiconductor sector. According to the latest forecasts for the period between November 2025 and January 2026, the company anticipates revenue to reach between sixty-three point seven billion US dollars and sixty-six point three billion US dollars. This projection represents a staggering sixty-five percent increase compared to the same period in the previous year and a fourteen percent rise from the preceding quarter.
The primary engine behind this explosive growth is the insatiable demand for data center artificial intelligence semiconductors utilizing the latest "Blackwell" architecture. Jensen Huang, the Chief Executive Officer of Nvidia, has emphasized that sales of Blackwell chips are growing at a phenomenal rate. He noted that cloud graphics processing units are currently in a sold-out state, reflecting the intense competition among major tech companies to secure computing power for generative artificial intelligence.
Looking beyond the immediate future, Nvidia is not just relying on Blackwell. The company has outlined an ambitious roadmap that includes the next-generation "Rubin" architecture. The strategic plan for the 2025 to 2026 timeline targets a massive five hundred billion US dollars in sales for products based on both Blackwell and Rubin architectures. As of now, one hundred and fifty billion US dollars worth of product has already been shipped, signaling strong execution of this long-term strategy. The Rubin architecture is expected to feature advanced high-bandwidth memory, known as HBM4, further pushing the boundaries of computing speed and efficiency.
However, the geopolitical landscape presents certain challenges. The forecast indicates that data center-related revenue from China was nearly zero for the August to October 2025 period, and the company expects this trend to continue with no significant revenue projected from the region for the current period. Despite this, Nvidia is demonstrating robust financial health, maintaining a gross profit margin in the mid-seventy percent range across the entire company. This stability suggests that demand in other global markets is more than sufficient to offset the restrictions in the Chinese market.
