Nvidia CEO Jensen Huang Says The Present Time Is 'The Beginnings Of Two Fundamental Shifts In Computing' As Blackwell Powers Explosive AI Demand

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NVIDIA reported over $35 billion in third-quarter revenue, a 94% YoY surge driven by demand for AI infrastructure and its Blackwell systems. Data Center revenue rose to over $30 billion, up over 100%. CEO Jensen Huang highlighted two major shifts: coding to machine learning and AI's rise as an industrial capability. Blackwell system shipments are now in the billions as its supply struggles to meet staggering demand. Fourth-quarter revenue guidance exceeds $30 billion, with AI-led data center transformation predicted to reach trillions by 2030.