NVIDIA’s chief financial officer stated that revenue from hyperscaler clients—large-scale cloud computing providers—rose in the fourth quarter, representing slightly more than half of the company’s data center income.
NVIDIA’s CFO confirmed that hyperscaler revenue increased quarter-over-quarter and remained the largest part of its data center business, accounting for just over 50% of total data center revenue during the fourth quarter. Hyperscalers, such as major cloud service operators, are among NVIDIA’s primary customers for high-performance computing and AI infrastructure. The data underscores ongoing strong demand for NVIDIA’s GPUs powering large-scale cloud and AI workloads.