NVIDIA’s next-generation products, including its successor to Blackwell for AI customers and what will presumably be many new generations of GeForce RTX GPUs for gamers, including the GeForce RTX 6000 Series and 7000 Series, may be arriving sooner than expected, according to Jensen Huang, NVIDIA Founder, President, and CEO, having told participants during a recent earnings call that his company is now on a 1-year rather than 2-year cadence for its next designs, which are said to include new GPUs, new CPUs, and more. The comments come as NVIDIA revealed that it had made record quarterly revenue of $26.0 billion for Q1 Fiscal 2025, up 18% from Q4 and up 262% from a year ago.
Huang told participants:
- “…I can announce that after Blackwell, there’s another chip. And we are on a one-year rhythm. And so and you can also count that — count on us having new networking technology on a very fast rhythm.”
- “We’re announcing Spectrum-X for Ethernet. But we’re all in on Ethernet, and we have a really exciting road map coming for Ethernet. We have a rich ecosystem of partners.”
- “We have a rich ecosystem of customers and partners who are going to announce taking our entire AI factory architecture to market. And so for companies that want the ultimate performance, we have InfiniBand computing fabric.”
- “New CPUs, new GPUs, new networking NICs, new switches, a mound of chips that are coming. And all of it, the beautiful thing is all of it runs CUDA. And all of it runs our entire software stack.”
Highlights of NVIDIA’s latest financials include:
- Record quarterly revenue of $26.0 billion, up 18% from Q4 and up 262% from a year ago
- Record quarterly Data Center revenue of $22.6 billion, up 23% from Q4 and up 427% from a year ago
- Ten-for-one forward stock split effective June 7, 2024
- Quarterly cash dividend raised 150% to $0.01 per share on a post-split basis
One of NVIDIA’s current roadmaps, which confirms a “one-year rhythm”:
Collette Kress, NVIDIA EVP and CFO, echocing some of the performance claims that have been presented for Blackwell:
The Blackwell GPU architecture delivers up to 4x faster training and 30x faster inference than the H100 and enables real-time generative AI on trillion-parameter large language models.
Blackwell is a giant leap with up to 25x lower TCO and energy consumption than Hopper. The Blackwell platform includes the fifth-generation NVLink with a multi-GPU spine and new InfiniBand and Ethernet switches, the X800 series designed for a trillion parameter scale AI.