Exponential View Weekly: Nvidia quarterly revenue doubles to $96.2 billion
The latest Exponential View weekly report shows that Nvidia's revenue in the previous quarter more than doubled year over year, reaching $96.2 billion. The report also notes that frontier model capabilities have accelerated since April 2024, while the overall impact of U.S. hyperscale data centers on nearby households' electricity bills is only marginal.
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Every week, we share the latest updates on the state of the AI economy based on our own latest research and tracking.
More models have shipped since we published our State of the AI Economy report in June. At the time, we highlighted that a frontier model is a rapidly depreciating asset. This remains true even at the highest GPQA Diamond grades, where the pricing power of a new model quickly vanishes.
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Demand continues. Nvidia’s revenue more than doubled year-on-year to $96.2 billion last quarter.
Reasoning boost. Frontier model capability has accelerated since April 2024 .
Small addition. On average, hyperscale data centers in the US have only a marginal impact on nearby households’ power bills . 1