Check a claim
Paste what someone said about a company. Cite Filings shows the passages of its filings that hold the same words and numbers, so you can read what was filed.
Partly found: passages hold some of the claim, but not all of it together.
Looked for: data · center · revenue · grew · ≠200% · in NVIDIA CORP's filings
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NVDA 10-K · 2025-02-26 · Holds 4 of 5
Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations
Claim says 200%; the passage says 162%, 51%.
Compute & Networking revenue – The year over year increase was due to strong demand for our accelerated computing and AI solutions. Revenue from Data Center computing grew filed number: 162% driven primarily by demand for our Hopper computing platform used for large language models, recommendation engines, and generative AI applications. Revenue from Data Center networking grew filed number: 51% driven by Ethernet for AI revenue, which includes Spectrum-X end-to-end ethernet platform.
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NVDA 10-K · 2026-02-25 · Holds 4 of 5
Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations
Claim says 200%; the passage says 59%, 142%.
Compute & Networking revenue – The year over year increase was driven by the major platform shifts – accelerated computing and AI. Revenue from Data Center computing grew filed number: 59% driven by demand for our Blackwell computing platform. Revenue from Data Center networking grew filed number: 142% driven by the introduction and continued ramp of NVLink compute fabric for GB200 and GB300 systems and the growth of Ethernet and InfiniBand platforms.
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NVDA 10-Q · 2025-11-19 · Holds 4 of 5
Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations
Claim says 200%; the passage says 59%, 105%.
Compute & Networking revenue – The year over year increase in the third quarter and first nine months of fiscal year 2026 was driven by three platform shifts –accelerated computing, powerful AI models, and agentic applications. Revenue from Data Center computing grew filed number: 59% year-on-year compared to the first nine months of fiscal year 2025, driven by demand for our Blackwell computing platform. Revenue from Data Center networking grew filed number: 105% year-on-year compared to the first nine months of fiscal year 2025 driven by the introduction and continued growth of NVLink compute fabric for GB200 and GB300 systems, the growth of XDR InfiniBand products, and adoption of Ethernet for AI solutions.
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NVDA 10-Q · 2025-08-27 · Holds 4 of 5
Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations
Claim says 200%; the passage says 62%, 79%.
Compute & Networking revenue – The year over year increase in the second quarter and first half of fiscal year 2026 was driven by demand for our accelerated computing platform used for large language models, recommendation engines, and generative and agentic AI applications. Revenue from Data Center computing grew filed number: 62% year-on-year compared to the first half of fiscal year 2025, driven by demand for our Blackwell computing platform. Revenue from Data Center networking grew filed number: 79% year-on-year compared to the first half of fiscal year 2025 driven by the growth of NVLink compute fabric for GB200 and GB300 systems, the ramp of XDR InfiniBand products, and adoption of Ethernet for AI solutions at cloud service providers and consumer internet companies.
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NVDA 10-Q · 2025-05-28 · Holds 4 of 5
Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations
Claim says 200%; the passage says 76%, 56%.
Compute & Networking revenue – The year over year increase in the first quarter of fiscal year 2026 was driven by demand for our accelerated computing platform used for large language models, recommendation engines, and generative and agentic AI applications. Revenue from Data Center computing grew filed number: 76% year-on-year compared to the first quarter of fiscal year 2025, driven by demand for our Blackwell computing platform. Revenue from Data Center networking grew filed number: 56% year-on-year compared to the first quarter of fiscal year 2025 driven by the growth of NVLink compute fabric in our GB200 systems and continued adoption of Ethernet for AI solutions at cloud service providers and consumer internet companies.
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NVDA 10-K · 2025-02-26 · Holds 4 of 5
Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations
We expanded our Data Center product portfolio to offer new solutions, including those for which the USG does not require a license or advance notice before each shipment. We ramped new products designed specifically for China that do not require an export control license. Our Data Center revenue in China grew in fiscal year 2025. As a percentage of total Data Center revenue, it remains well below levels seen prior to the onset of export controls in October 2023. The market in China for datacenter solutions remains competitive. We will continue to comply with export controls while serving our customers. To the extent that a customer requires products covered by the licensing requirements, we may seek a license for the customer but have no assurance that the USG will grant such a license, or that the USG will act on the license application in a timely manner or at all.
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NVDA DEF 14A · 2026-05-12 · Holds 4 of 5
Claim says 200%; the passage says 65%, 59%, 142%, 71.1%, 67%.
Fiscal 2026 marked another year of strong growth for NVIDIA, with revenue surging filed number: 65% year on year to $215.9 billion reflecting continued momentum across our platform transitions to accelerated computing and AI. Growth was led by Compute & Networking, where Data Center compute revenue grew filed number: 59% driven by demand for our Blackwell platform, and Data Center networking revenue increased filed number: 142% driven by the ramp of NVLink compute fabric for Blackwell systems, as well as continued growth in Ethernet and InfiniBand. Gross margin was filed number: 71.1%, operating income reached $130.4 billion and diluted earnings per share increased filed number: 67% to $4.90.
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NVDA 10-Q · 2025-08-27 · Holds 4 of 5
Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations
Claim says 200%; the passage says 56%, 5%, 17%.
Data Center revenue was $41.1 billion, up filed number: 56% from a year ago and up filed number: 5% sequentially. The strong year-on-year and sequential growth was driven by demand for our accelerated computing platform used for large language models, recommendation engines, and generative and agentic AI applications. We continue to ramp our Blackwell architecture, which grew filed number: 17% sequentially, including our newest architecture, Blackwell Ultra. We recognized Blackwell revenue across
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NVDA 8-K · 2025-02-26 · Holds 3 of 5
Claim says 200%; the passage says 142%, 93%, 16%, 50%, 116%, 18%, 9%, 3%.
Data Center revenue for fiscal 2025 was $115.2 billion, up filed number: 142% from a year ago. Data Center revenue for the fourth quarter was a record, up filed number: 93% from a year ago and up filed number: 16% sequentially. The strong year-on-year and sequential growth was driven by demand for our accelerated computing platform used for large language models, recommendation engines, and generative AI applications. We delivered $11.0 billion of Blackwell architecture revenue in the fourth quarter of fiscal 2025, the fastest product ramp in our company’s history. Blackwell sales were led by large cloud service providers which represented approximately filed number: 50% of our Data Center revenue. Data Center compute revenue was $32.6 billion, up filed number: 116% from a year ago and up filed number: 18% sequentially, driven by demand for our Blackwell computing platform and sequential growth from our H200 offering. Networking revenue was $3.0 billion, down filed number: 9% from a year ago and down filed number: 3% sequentially. We are transitioning from small NVLink 8 with Infiniband to large NVLink 72 with Spectrum X. Networking experienced growth in Ethernet for AI, which includes Spectrum-X end-to-end ethernet platform, and NVLink products related to the ramp of our Grace Blackwell platform.
Not in this passage: grew
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NVDA 10-Q · 2026-05-20 · Holds 3 of 5
Item 1A. Risk Factors
Introducing or offering multiple architectures concurrently is complex and we often ship multiple architecture products simultaneously as our channel partners prepare to ship and support new products. We are generally in various stages of introducing and/or offering the architectures of our Data Center and Edge Computing products. The computing industry is experiencing a broader and faster launch cadence of accelerated computing platforms to meet a growing and diverse set of AI opportunities. We have introduced a new product and architecture cadence of our Data Center solutions where we seek to complete new computing solutions each year and provide a greater variety of Data Center offerings, including our Rubin platform which is expected to start shipping in the second half of fiscal year 2027. The increased frequency of these architecture introductions and the larger number of products and product configurations may magnify the challenges associated with managing our supply and demand which may further create volatility in our revenue. Qualification time for new products, customers anticipating new architecture introductions, and channel partners reducing channel inventory of prior architectures ahead of new product introductions can reduce, or create volatility in, our revenue. Customers may delay adopting new architectures if their data center infrastructure is not ready, which could affect the timing of our revenue.
Not in this passage: grew
Matching words isn't the same as meaning: read each passage. Only indexed documents are checked: three years of 10-K, 10-Q and 8-K filings from every actively traded company, more forms for watched companies, and any document someone opened. Not investment advice.