Energy & Data CentersPartially correct
“My firm expects we will see a $200 billion data center segment [for Nvidia] by end of CY2025, propelled forward by the B100, B200 and GB200.”
Said Jun 7, 2024Deadline Dec 31, 2025I/O Fund Blackwell architecture analysis, quoted in Forbes / I/O Fund, 'Here's Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030,' June 7, 2024
Nvidia's data center revenue across the four quarters ending January 25, 2026 was about $194 billion ($39.1B, $41.1B, $51.2B and $62.3B) — a few percent short of $200 billion, though the Q4 exit rate of $62.3 billion annualizes to roughly $250 billion.