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Chip race: Microsoft, Meta, Google, and Nvidia battle it out for AI chip supremacy

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Sean Hollister
Nvidia just made $14 billion of profit in a single quarter thanks to AI chips.

Sales jumped 262 percent in Q1 2025 to hit a record $26B in revenue, of which nearly three-quarters ($19.4B) was data center compute — especially its Hopper GPUs for training LLMs and generative AI apps, says Nvidia. Gaming only accounted for $2.6 billion revenue this quarter.

Nvidia’s expecting record revenue again next quarter — $28B. Shovels in a gold rush, people.

Image: Nvidia
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