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Posted by
Two Blokes Jun 30 -
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Stock
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Nvidia's Data Center revenue reached $115 billion in FY25, growing at a 108% five-year CAGR, driving its industrial AI dominance. The Blackwell GPU ramp already accounts for nearly 70% of compute sales, mitigating the $8 billion China market revenue loss. Sovereign AI factories are emerging as a new $100 trillion TAM, positioning NVIDIA as the digital infrastructure backbone for governments.
