By Lisa Kailai Han
Publication Date: 2025-11-20 12:37:00
Nvidia was able to clear another sky high earnings bar , with analysts left most impressed by one number: its Blackwell and Rubin chips sales guidance. The chipmaker’s earnings and revenue exceeded consensus estimates, sending the stock higher by more than 4%. Nvidia also reported $51.2 billion in data center sales, its most important business. This marked a 66% year-over-year rise and beat the $49.09 billion analysts polled by StreetAccount had predicted. The company’s Blackwell GPU momentum and revenue guidance for the current quarter had analysts expecting even more gains ahead. Nvidia said sales of its high-end GB300 chip now made up two-thirds of overall Blackwell sales, leading it to reiterate its previous guidance of $500 billion revenue from both Blackwell and Rubin chips going forward. “The most important element of the call was a reiteration of the prior $500bn Blackwell+Rubin guidance for CY25/26, that there is upside to that number since they can still book further revenue for CY26, and that the recently announced HUMAIN and Anthropic deals weren’t in the $500bn number, and therefore reflect upside,” wrote Stifel analyst Chris Caso. The company’s revenue guidance for the current quarter also lifted expectations among analysts. For its current quarter, Nvidia guided sales to be $65 billion. Analysts were expecting this figure to come in around $61.66 billion. “Nvidia’s order pipeline suggests demand will continue to outstrip supply in the near term, with…
