CLAIM #46945 · NVIDIA Corporation (NVDA) · 2025Q3 earnings call · Nov 20, 2024 · due Jan 31, 2025
“We expect NVIDIA AI Enterprise full year revenue to increase over 2 times from last year and our pipeline continues to build.”
Colette Kress · CFO
In context
“agents. Working with NVIDIA, Cadence, Cloudera, Cohesity, NetApp, Nutanix, Salesforce, SAP and ServiceNow are racing to accelerate development of these applications with the potential for billions of agents to be deployed in the coming years. Consulting leaders like Accenture and Deloitte are taking NVIDIA AI to the world's enterprises. Accenture launched a new business group with 30,000 professionals trained on NVIDIA AI technology to help facilitate this global build-out. Additionally, Accenture with over 770,000 employees is leveraging NVIDIA-powered Agentic AI applications internally, including in one case that cuts manual steps in marketing campaigns by 25% to 35%. Nearly 1,000 companies are using NVIDIA NIM and the speed of its uptake is evident in NVIDIA AI Enterprise monetization. We expect NVIDIA AI Enterprise full year revenue to increase over 2 times from last year and our pipeline continues to build. Overall, our software, service, and support revenue is annualizing at $1.5 billion, and we expect to exit this year annualizing at over $2 billion. Industrial AI and robotics are accelerating. This is triggered by breakthroughs in physical AI, foundation models that understand the physical world. Like NVIDIA NeMo for enterprise AI agents, we built NVIDIA Omniverse for developers to build, train, and operate industrial AI and robotics. Some of the largest industrial manufacturers in the world are adopting NVIDIA Omniverse to accelerate their businesses, automate their workflows, and to achieve new levels of operating efficiency. Foxconn, the world's largest electronics manufacturer is using digital twins and industrial AI built on NVIDIA Omniverse to speed the bring up of its Blackwells fa”
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SEC filings for NVDA ↗ · Claim quote is verbatim from the 2025Q3 earnings call.