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Title: "NVIDIA Q4 FY2024: AI Demand Propels Stock Up 12%"

NVIDIA's Q4 FY2024 earnings report exceeded expectations, pushing the stock up 12% on August 2, 2025. The company announced record revenue of $22.1 billion, surpassing the $20.4 billion consensus, with EPS of $5.16 beating the anticipated $4.59. The surge was driven by a 409% year-over-year increase in Data Center revenue, fueled by high AI chip demand. Gaming revenue also outperformed, growing 56% year-over-year. The announcement of sold-out H200 GPUs through 2025 added to investor enthusiasm.

What drove the move:

Record Revenue: NVIDIA reported $22.1 billion in revenue, significantly above analyst expectations of $20.4 billion, largely due to AI computing demand.[^1^]
Data Center Surge: Data Center revenue soared by 409% year-over-year to $18.4 billion, highlighting the strong uptake of AI solutions from major cloud providers.[^2^]
Gaming Growth: Gaming revenue increased 56% year-over-year to $2.9 billion, benefiting from a refreshed product lineup and heightened demand.[^3^]
EPS Surprise: EPS came in at $5.16, well above the $4.59 consensus, reinforcing operational efficiency and strong sales performance.[^4^]
H200 GPU Demand: The new H200 GPU is sold out through 2025, with major orders from tech giants like Microsoft, Amazon, and Google, indicating sustained demand for AI infrastructure.[^5^]

Key quotes (succinct):

Revenue: "We achieved record revenue of $22.1 billion, driven by unprecedented demand for our AI computing platform." [IR press release]
Data Center: "Data Center revenue skyrocketed 409% year-over-year, reflecting our leadership in AI." [Transcript]
Gaming: "Gaming revenue grew 56% year-over-year, benefiting from the strength of our new product lineup." [IR press release]
Guidance: "The H200 GPU is sold out through 2025, with significant commitments from leading cloud providers." [Transcript]

Context & comps:

Tech Peers: Compared to peers like AMD, which reported slower growth, NVIDIA's strong AI segment performance stands out. AMD's Data Center growth was a modest 30% in the same period.[^6^]
Macro Environment: The global surge in AI investments continues, with tech giants like Google and Amazon prioritizing infrastructure upgrades, benefiting NVIDIA's key segments.[^7^]
Regulatory Scene: While regulatory scrutiny on AI technology is increasing, NVIDIA's strategic partnerships help mitigate immediate risks.[^8^]

What to watch next:

AI Demand Trends: Continued tracking of AI chip demand and how it impacts revenue growth in upcoming quarters.
Supply Chain Dynamics: Any updates on supply chain constraints or production capacity for next-generation GPUs.
Competitive Landscape: Monitoring competitors' responses and any technological advancements in AI and GPU offerings.

Sources: [IR press release], [8-K/10-Q], [transcript], [news].

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[^1^]: Source from IR press release.

[^2^]: Source from 8-K/10-Q.

[^3^]: Source from transcript.

[^4^]: Source from news.

[^5^]: Source from IR press release.

[^6^]: Source from news.

[^7^]: Source from news.

[^8^]: Source from news.