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NVIDIA reports 1Q25 results; Blackwell accounts for 70% of data centre compute revenue

  • June 2, 2025
  • Analyst: Jabez Tan

NVIDIA reported its 1Q25 results, which confirmed that Blackwell is now fully ramped up as the market transition from the Hopper GPU architecture to the new Blackwell architecture is essentially complete. Below are some of the takeaways that are relevant to the cloud and data centre industry from NVIDIA’s latest quarter.

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