By Rich Duprey
Publication Date: 2026-04-27 16:22:00
Courtesy of Nvidia
Quick Read
Nvidia (NVDA) shipped 2,957,362 H100-equivalent GPUs in Q4 2025, nearly two-thirds of all measured AI compute capacity, with Data Center revenue reaching $62.31B up 75% year over year and non-GAAP EPS beating consensus by 6.58%. Alphabet (GOOG), Advanced Micro Devices (AMD), and Amazon (AMZN) combined shipped only half of Nvidia’s volume.
Nvidia’s manufacturing scale, software moat of 1.5 million AI models running on CUDA, and locked-in customer commitments through 2027 extend its competitive lead as management guides Q1 FY2027 revenue to $78B with Vera Rubin inference chips coming in H2 2026.
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The 1 Number: 2,957,362 H100-equivalent GPUs. That is what NVIDIA (NASDAQ:NVDA) shipped in a single quarter, and it explains why the AI compute leader still has a long runway.
The Number
NVIDIA shipped 2,957,362 H100-equivalent units in Q4 2025, according to Epoch AI, a figure that represents nearly two-thirds of all measured AI compute capacity in the period. The metric comes from a standardized industry ranking that converts different chips into “H100 equivalents” so that processors from different vendors and architectures can be measured on a common AI training yardstick. This is a unit-volume figure, not a dollar figure, and it is reported as an estimate for the calendar quarter.
What It Means
The next three competitors combined sold roughly half of what NVIDIA…
