The company's partnership with almost all major cloud service providers (CSPs) and server vendors is a key catalyst. The company's GPU platforms are playing a major role in developing multi-billion-dollar end-markets like robotics and self-driving vehicles.NVIDIA is a dominant name in the Data Center, professional visualization and gaming markets where Intel and Advanced Micro Devices are playing a catch-up role.

Over the years, the company's focus has evolved from PC graphics to artificial intelligence (AI) based solutions that now support high performance computing (HPC), gaming and virtual reality (VR) platforms.NVIDIA's GPU success can be attributed to its parallel processing capabilities supported by thousands of computing cores, which are necessary to run deep learning algorithms. At the moment, some investors are watching to see if Nvidia's recent growth is part of a permanent shift in demand for Nvidia's products, or whether it's a spike caused by the pandemic.NVIDIA Corporation is the worldwide leader in visual computing technologies and the inventor of the graphic processing unit, or GPU. For full-year FY 2021, analysts are forecasting data center revenue to rise 123.5%, the fastest pace since FY 2018. View Nvidia Corporation earnings report, earnings release announcements 2022, EPS and history data. Even with the Mellanox deal, data center revenue growth experienced a slight deceleration to 161.7% in the third quarter, and analysts expect the pace of growth to slow to 93.6% in Q4 FY 2021. The Mellanox acquisition, made in the second quarter, contributed to revenue during that period and also in future quarters of FY 2021. Growth accelerated to 80.0% in Q1 FY 2021 and then to 167.5% in Q2 FY 2021. Nvidia's data center revenue grew just 1.7% for all of FY 2020, declining in each of the first three quarters of the year before rising 42.6% in Q4 FY 2020.

While both sources of revenue have received a lift during the pandemic after weak performance in FY 2020, data center revenue continues to rise at a faster pace.

Nvda earnings 2017