Washington, February 26 – NVIDIA CEO Jensen Huang stated that the global artificial intelligence boom has entered a decisive phase, asserting that computing power now directly drives revenue growth and national competitiveness.
“In this new AI landscape, compute equals revenue,” Huang said on Wednesday (local time) during the company’s earnings call. “Without compute, there is no way to generate revenue. Without revenue, there is no way to grow.”
He emphasized that architectural decisions have become central to business outcomes. “Architecture is incredibly important. It is now more than just strategic; it directly affects their revenue,” Huang said. “Choosing the right architecture, the one with the best performance per watt, is literally everything,” he told the investors.
Huang stressed that AI infrastructure is becoming a national priority. “Every country will build and operate some parts of its AI infrastructure, just like with electricity and the internet today,” he said, highlighting the rise of sovereign AI systems.
Chief financial officer Colette Kress said Nvidia’s “Sovereign AI business more than tripled year over year to over $30 billion,” driven by customers in “Canada, France, the Netherlands, Singapore, and the UK.”
The company reported total quarterly revenue of $68 billion, up 73 per cent year on year. Data center revenue reached $62 billion, up 75 per cent. For the full fiscal year, data center revenue totalled $194 billion, up 68 per cent.
NVIDIA also projected first-quarter revenue of $78 billion, plus or minus 2 per cent, with most growth expected to come from data centers.
Huang highlighted deepening partnerships with leading AI firms. “This quarter, we announced a partnership with Anthropic and a $10 billion investment in their company,” he said.
He described Anthropic’s “Claude Cowork agent platform” as “revolutionary” and added, “Between Claude Cowork and OpenAI, demand for compute is skyrocketing, and the ChatGPT moment of agentic AI has arrived.”
He said Nvidia recently celebrated OpenAI’s launch of “GPT-5.3 Codex,” which was “trained using Grace Blackwell and NVLink 72 systems.” He added, “We continue to work with OpenAI toward a partnership agreement and believe we are close.”
On China, Kress said, “While small amounts of H200 products for China-based customers were approved by the US government, we have yet to generate any revenue, and we do not know whether any imports will be allowed into China.” She added the company was “not assuming any Data Centre compute revenue from China in our outlook.”
