Nvidia posts $68B revenue quarter as AI chips demand accelerates, forecasts $78B ahead
48 Sources
[1]
Nvidia has another record quarter amid record capex spends | TechCrunch
Chip giant and world's most valuable company Nvidia reported record profits in its most recent quarter on Wednesday, as demand for AI compute continues to skyrocket. "The demand for tokens in the world has gone completely exponential," CEO Jensen Huang said on a call with analysts following the
[2]
Mainland Traders Sell Hong Kong Stocks on Earnings Frustration
Mainland Chinese investors are accelerating their exit from Hong Kong-listed shares, signaling impatience with big technology firms' inability to translate artificial intelligence spending into earnings growth. Southbound investors sold HK$7.4 billion ($946 million) worth of stocks traded in the
[3]
Nvidia still waiting on Chinese H200 revenues to materialize
GPU giant sees yet more growth coming soon, most of it in the datacenter Nearly three months after the Trump administration allowed Nvidia to sell its H200 accelerator in China, the GPU giant is still for Beijing to allow them in and for any revenue to materialize. CFO Colette Kress isn't
[4]
Nvidia forecasts upbeat quarterly sales as AI boosts chip demand
Feb 25 (Reuters) - Chipmaker Nvidia (NVDA.O), opens new tab forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial intelligence processors amid widespread scrutiny of massive AI investments. Shares of the company rose over 3%
[5]
Nvidia's forecast points to accelerating growth, as Vera Rubin starts hitting market
Nvidia just reported its 11th straight quarter of revenue growth above 55% as the leading tech names keep snapping up the company's AI chips. Already the world's most valuable public company, growth is now reaccelerating. In its earnings report Wednesday, Nvidia said year-over-year revenue will
[6]
Chip giant Nvidia defies AI concerns with record $215bn revenue
Chip giant Nvidia has reported record annual revenue of $215.9bn (£159.1bn), despite a wave of investor scepticism about the massive amounts of money being spent on artificial intelligence (AI) technology. The firm also beat analyst's forecasts as sales for the last three months of its financial
[7]
Nvidia's Rosy Revenue Forecast Shows the AI Boom Remains Strong
Nvidia Corp., the world's most valuable company, gave another bullish quarterly revenue forecast, signaling that the massive build-out of AI computing remains on track. Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statementBloomberg Terminal Wednesday. That
[8]
'Compute Equals Revenues': Nvidia Needs Jensen Huang's New Catchphrase to Be True
Nvidia reported earnings on Wednesday, and as expected, the numbers were good. Really good. The company gets more than 91% of its sales from its data center unit, which generated revenue of $193,737 billion, up 68% year-over-year. "We have now scaled our data center business by nearly 13x since
[9]
Nvidia's Q4 results could make or break confidence in the AI hardware market
Nvidia has become shorthand for the AI market itself. In the years since generative models reshaped computing, the company's GPUs have powered everything from large-scale training clusters to real-time inference infrastructure. That dominance helped Nvidia's stock surge over 1,500 percent from
[10]
Nvidia results are AI market's biggest test amid competitive worries
Feb 24 (Reuters) - As Nvidia (NVDA.O), opens new tab heads into quarterly earnings on Wednesday, AI investors are seeking evidence that the chipmaker's profits are growing apace on the back of a $630 billion capital spending budget from Big Tech. But signs of risk to Nvidia's long-held dominance
[11]
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip giant's outlook for the current quarter, in a sign the AI boom continues apace. Revenue in the company's fiscal 2026 fourth quarter increased 73% year over year to $68.13 billion, outpacing
[12]
Chipmaker Nvidia flouts AI scepticism with record revenue
Chipmaker Nvidia reported its fourth quarter revenue jumped by 73% compared to the same period a year ago to $68.1bn (£50.2bn) - a record haul for the company. The revenue figures beat analyst expectations and come amid a wave of investor scepticism towards the massive amounts of capital being
[13]
Nvidia posts earnings record: Huang says AI's "inflection point has arrived"
Why it matters: Debate is swirling over the sustainability of the booming AI economy -- and Nvidia is positioned squarely at the center of it. Driving the news: Nvidia posted record sales and earnings in its most recent quarter. * Revenue totaled $68.1 billion, up 73% from a year earlier. * Net
[14]
In Nvidia we trust -- 'The agentic AI inflection point has arrived' says CEO Jensen Huang | Fortune
Nvidia offered AI investors a glimpse of a hairpin-turn recovery with its results for the fourth quarter and the full year of fiscal 2026, with results showing record revenue of $68.1 billion for the quarter, beating guidance by about $3 billion. Those numbers were up 20% from the third quarter and
[15]
Nvidia's stock rises after $78 billion earnings forecast
Nvidia $NVDA's latest quarterly report arrived the way those do now: as a global group project, graded in public, by an audience that has already decided what an A looks like. So the company walked into the room and tried to out-A the A. For months, the market's relationship with Nvidia has looked
[16]
Nvidia Earnings Results Steady Markets as AI Spending Debate Intensifies - Decrypt
CEO Jensen Huang has argued that AI remains early in a multitrillion-dollar buildout, countering investor concerns that the sector may be overheating. U.S. stocks edged higher late Wednesday as investors weighed another blockbuster earnings report from Nvidia against lingering concerns over the
[17]
AI giant Nvidia made $120 billion in profit last year. Investors are still spooked.
Nvidia -- the most valuable company in the world thanks to its place atop the AI food chain -- generated a staggering $120 billion in profits last year. This includes an eye-popping $43 billion during the three-month period ending in January, one of the strongest quarters of any business ever
[18]
Nvidia smashes forecasts with record quarter as AI boom rolls on
San Francisco (United States) (AFP) - Nvidia on Wednesday reported blockbuster quarterly results that blew past Wall Street expectations, posting record revenue of $68.1 billion as insatiable demand for its artificial intelligence chips showed no sign of cooling. The figures -- up 73 percent from
[19]
Nvidia under microscope as AI economy spurs concerns
Why it matters: Nvidia is the darling of the AI boom, so its performance and outlook will be parsed for insights into where things are headed -- and whether there's truly cause for concern. The big picture: Big Tech's capital expenditures explosion is a welcome development for Nvidia. It's also
[20]
Nvidia's quarterly results exceed projections as concerns mount over AI economy
Nvidia's profit nearly doubled in the fourth quarter to almost $43 billion, or $1.76 per share. Artificial intelligence chipmaker Nvidia on Wednesday announced another quarter of astounding quarterly growth as investors try to decipher whether technology's latest craze is overblown hyperbole or a
[21]
Nvidia tops Wall Street's expectations again as data center revenue surges 75% - SiliconANGLE
Nvidia tops Wall Street's expectations again as data center revenue surges 75% Nvidia Corp. sailed past analysts' expectations again as it delivered its latest financial results today. Revenue in its core data center business jumped more than 75% from a year earlier, sending its stock higher in
[22]
As AI agents surge, Nvidia's earnings face new scrutiny | Fortune
Nvidia's quarterly earnings have been must-watch events ever since its stock began a dramatic ascent in 2023, following OpenAI's launch of ChatGPT and the start of the generative AI boom. Now that it's the world's most valuable public company, Nvidia's results face intense scrutiny as investors
[23]
AI bubble remains intact for now as Nvidia continues to defy expectations
The world's most valuable company has reported another series of expectation-defying results, lessening fears, for now, of an AI bubble bursting. Nvidia said its revenue reached another all-time high, hitting more than $200bn (£147bn) in its 2026 financial year, far outpacing Wall Street estimates
[24]
The 'meh' reaction to Nvidia's profit stunner shows that other AI risk
Investors are worried AI will smash software businesses, but concerns about too much spending on AI infrastructure for too little return haven't gone away. The biggest company in the world just produced the biggest quarterly revenue in its history - and investors didn't really care. Nvidia's
[25]
Nvidia Credits Knockout Earnings to Stellar AI Enterprise Adoption. But Investors Remain Weary Over 1 Big Warning Sign
Nvidia posted record revenue of $68.1 billion for the fourth quarter ending in January, up 73 percent year-over-year, with net income coming in at nearly $43 billion. Revenue clocked in at $215.9 billion for fiscal 2026. "Compute demand is skyrocketing, and [a] ChatGPT moment of agentic AI has
[26]
Nvidia delivers another quarter of stellar growth amid growing concern over AI economy
Artificial intelligence chipmaker Nvidia on Wednesday announced another quarter of astounding quarterly growth as investors try to decipher whether technology's latest craze is overblown hyperbole or a springboard into a new era of prosperity and productivity. The results for the November-January
[27]
Nvidia Forecasts First-Quarter Sales Above Estimates
Feb 25 (Reuters) - Chipmaker Nvidia forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial intelligence processors amid widespread scrutiny of massive AI investments. Shares of Nvidia rose over 2% in extended trading. The
[28]
Despite Blockbuster Results, Nvidia Faces Downbeat Market Reaction Amid Weak Sentiment
Get personalized, AI-powered answers built on 27+ years of trusted expertise. Nvidia delivered a blockbuster earnings report. But investors aren't rewarding the stock in kind. The shares were down more than 2% in early trading Thursday, a day after the company posted fourth-quarter results that
[29]
Why did NVDA stock drop after Nvidia earnings beat estimates? Here's why investors are worrying about long-term AI dominance outlook
Nvidia NVDA stock today: Even after forecasting first-quarter revenue well above the average analyst estimate and reporting a 73% jump in fourth-quarter sales, Nvidia's stock dropped on Thursday. The muted response suggests that, despite blockbuster growth, investors are still uneasy about how long
[30]
Nvidia Prepares to Release Its Quarterly Results as AI Fears Weigh on the Stock Market
Artificial intelligence chipmaker Nvidia on Wednesday will deliver a quarterly report likely to sway a jittery stock market as investors weigh whether the massive bets riding on technology's latest craze will pay off. As has been the case since Nvidia's chipsets emerged as AI's best building
[31]
Nvidia Hits Record Quarterly Growth, Says It's The 'World's Largest Networking Business'
With Nvidia showing that demand for its GPUs and associated products isn't slowing down but is instead ramping up and boosting profits, the AI infrastructure giant claimed it's the 'world's largest networking business' after the segment reached $31 billion in annual revenue. Nvidia said Wednesday
[32]
Is This 1 Number Nvidia's Biggest Risk? | The Motley Fool
This is as the general AI market advances, potentially to reach more than $2 trillion. Nvidia (NVDA 4.17%) has wowed investors quarter after quarter with explosive revenue growth. This is thanks to the company's expertise in artificial intelligence (AI), a market that analysts say may soon be
[33]
Nvidia's solid Q4, upbeat guidance, quashes fears of AI slowdown but China overhang remains
Nvidia posted a strong fourth quarter, with data centre revenue surging 75% and guidance beating Street estimates, easing concerns of an AI spending slowdown. However, China-related restrictions remain a key overhang, even as the company secures licences for limited chip shipments and faces rising
[34]
Nvidia Earnings Call: Nvidia's AI Chips in Space and Sovereign AI's 300%-Plus Annual Growth
CEO Jensen Huang: "Artificial intelligence in space will have very good, very interesting applications." On Wednesday after the market close, Nvidia (NVDA 4.17%) delivered a powerful fourth-quarter fiscal 2026 report. The leader in graphics processing units (GPUs), considered the "gold standard"
[35]
Nvidia delivers another quarter of stellar growth amid growing concern over AI economy - The Korea Times
An Nvidia logo appears in this illustration created on Aug. 25, 2025. Reuters-Yonhap Artificial intelligence chipmaker Nvidia on Wednesday announced another quarter of astounding quarterly growth as investors try to decipher whether technology's latest craze is overblown hyperbole or a springboard
[36]
Nvidia forecasts upbeat sales on AI chip demand, talks up long-term prospects - The Economic Times
Chipmaker Nvidia forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial-intelligence processors. The company said it had secured enough chip inventory and capacity to meet demand beyond the next several quarters, seeking to
[37]
NVIDIA Q4 Revenue Jumps 73% as Jensen Huang Ties AI Compute to Growth
Jensen Huang Says AI Compute Demand Still Supports Heavy CapEx NVIDIA Corp. CEO Jensen Huang said Wednesday he remains confident that major technology firms will continue to invest heavily in AI infrastructure despite investor concerns. During the company's fourth-quarter earnings call, he
[38]
Chip titan Nvidia posts record $68B in sales in latest quarter...
Nvidia on Wednesday posted $68 billion in sales in its fiscal fourth quarter, a 20% jump that beat analyst expectations and helped quiet the drumbeat about a looming artificial-intelligence bubble. "Computing demand is growing exponentially," CEO Jensen Huang said on an earnings call, adding that
[39]
Nvidia delivers another quarter of stellar growth amid growing concern over AI economy
Artificial intelligence chipmaker Nvidia on Wednesday announced another quarter of astounding quarterly growth as investors try to decipher whether technology's latest craze is overblown hyperbole or a springboard into a new era of prosperity and productivity. The results for the November-January
[40]
Something Big Just Happened in AI, Says Jensen Huang. Here's What it Means for Nvidia. | The Motley Fool
The company's GPUs drive key AI tasks, such as the training of models. When most people think of artificial intelligence (AI), they may immediately think of Nvidia (NVDA 4.43%). The company has emerged as the player driving this industry, and that's thanks to the strength of its graphics
[41]
Nvidia beats Q4 estimates, gives stronger-than-expected Q1 forecast
Nvidia reported very strong earnings and its stock went up after the news. The company made record revenue and expects more growth next quarter. Its AI data center business is the biggest reason for this success. Experts say Nvidia is very important for the AI industry, and many big tech companies
[42]
Nvidia results are AI market's biggest test amid competitive worries
As Nvidia heads into quarterly earnings on Wednesday, AI investors are seeking evidence that the chipmaker's profits are growing apace on the back of a US$630 billion capital spending budget from Big Tech. But signs of risk to Nvidia's long-held dominance are also emerging from hyperscalers' plans
[43]
This Mind-Boggling Figure From Nvidia Captures Why Its Staggering Growth Should Persist This Year | The Motley Fool
Nvidia's massive revenue outlook shows the AI build-out is still booming. Chipmaker Nvidia (NVDA 1.98%) just reminded investors how unusual this AI cycle still is. The company reported fiscal fourth-quarter revenue of $68.1 billion and then guided to extraordinary $78.0 billion in first-quarter
[44]
Nvidia no longer surprises, but remains a key catalyst for sector
After publishing its Q4 2026 results, Nvidia is once again in the spotlight. On the figures, shares in the Santa Clara group initially rose 3%, before reversing course to post a drop of over 3% as Wall Street opened. Despite the volatility, the outlook remains solid and most analysts are remain
[45]
This Under-the-Radar Business Could Become an Enormous Growth Driver for Nvidia | The Motley Fool
Nvidia (NVDA 5.46%) is known for serving some of the world's biggest tech companies, from Meta Platforms to OpenAI, and cloud service providers like Amazon and Microsoft. They are among the company's biggest customers as they rush to get in on top artificial intelligence (AI) chips and related
[46]
Nvidia beats all expectations as data center demand continues to strengthen
Nvidia has unveiled its Q4 2026 results. The Santa Clara-based group posted revenue of $68.13bn, above the $66.21bn expected by the consensus. Adjusted EPS came in at $1.62, compared with $1.53 anticipated. Against a backdrop of questions about the durability of the artificial intelligence cycle,
[47]
Nvidia's AI-Powered Earnings Beat and Revenue Guidance Crushed Wall Street's Estimates | The Motley Fool
The artificial intelligence (AI) tech leader's Q4 results and guidance indicate that demand for AI infrastructure remains very robust. Shares of Nvidia (NVDA +1.41%) are hovering between being down less than 1% and up less than 1% in Wednesday's after-hours trading as 8 p.m. ET approaches,
[48]
Nvidia results are AI market's biggest test amid competitive worries
Feb 24 (Reuters) - As Nvidia heads into quarterly earnings on Wednesday, AI investors are seeking evidence that the chipmaker's profits are growing apace on the back of a $630 billion capital spending budget from Big Tech. But signs of risk to Nvidia's long-held dominance are also emerging from
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Nvidia reported its strongest financial quarter with $68 billion in revenue, driven by unprecedented demand for AI compute. CEO Jensen Huang announced an upbeat sales forecast of $78 billion for the next quarter, marking accelerating revenue growth. However, the company faces challenges with China export restrictions on H200 chips and mounting questions about the sustainability of Big Tech's massive AI spending.
Nvidia Reports Record Financial Quarter Driven by AI Infrastructure Boom
Nvidia delivered another record financial quarter with revenue reaching $68 billion, representing a 73% surge from the prior year
1
. The world's most valuable company continues to dominate the AI chips market as demand for AI compute shows no signs of slowing. The data center business accounted for $62 billion of total revenue, with $51 billion coming from compute products like GPUs and $11 billion from networking products including NVLink1
. For the full fiscal year, Nvidia turned a $120 billion profit on revenues of $215.93 billion3
.
Source: Market Screener
CEO Jensen Huang emphasized the exponential growth in token demand during an analyst call, noting that "even our six-year-old GPUs in the cloud are completely consumed and the pricing is going up"
1
. This surge reflects the relentless AI spending by hyperscale customers including Meta Platforms, Google, Amazon, and Microsoft, which collectively plan to invest at least $630 billion in AI infrastructure during 20264
.Upbeat Sales Forecast Points to Accelerating Revenue Growth
Nvidia issued an upbeat sales forecast of $78 billion for the fiscal first quarter, plus or minus 2%, significantly exceeding the average analyst estimate of $72.60 billion
4
. This projection represents approximately 77% year-over-year growth, marking accelerating revenue growth and the fastest expansion rate since January 20255
. The data center business now accounts for over 91% of total sales, while gaming, professional visualization, and automotive segments generated $3.7 billion, $1.3 billion, and $604 million respectively3
.The optimistic outlook comes as Nvidia ramps production of Vera Rubin, its next-generation rack-scale system designed to succeed Grace Blackwell. The system features 72 next-generation Rubin GPUs expected to deliver 10 times more performance per watt compared to predecessors
5
. CFO Colette Kress assured investors that the company has secured inventory and supply commitments extending into calendar 2027, addressing concerns about supply chain constraints2
.
Source: New York Post
China Export Restrictions Cast Shadow Over Future Growth
Despite the strong performance, Nvidia faces ongoing challenges with China export restrictions. The company reported zero revenue from chip exports to China, and CFO Colette Kress confirmed that the first-quarter forecast excludes any expected data center revenue from Chinese customers
3
. While the U.S. government approved small amounts of H200 products for China-based customers in early December, "they have yet to generate any revenue, and we do not know whether any imports will be allowed into China"1
.The H200 chips approved by the Trump administration require inspection before shipment and face a 25% tariff when entering the U.S.
2
. Kress warned that "our competitors in China, bolstered by recent IPOs, are making progress and have the potential to disrupt the structure of the global AI industry over the long term"3
, referencing Moore Threads' December IPO. She emphasized that America must engage every developer and remain the platform of choice for commercial businesses, including those in China, to sustain its leadership position3
.Related Stories
AI Spending Sustainability Questions Persist Despite Strong Results
The stock performance reflected investor skepticism about AI spending sustainability, with shares declining 5.5% to $184.89 following the earnings announcement—the biggest one-day drop since April 16
2
. Concerns about an AI bubble intensified as investor Michael Burry noted that Nvidia's purchase obligations surged to $95.2 billion from $16.1 billion a year earlier, which could prove risky if demand wavers2
.Jensen Huang pushed back against sustainability concerns, arguing that "in this new world of AI, compute is revenue. Without compute, there's no way to generate tokens"
1
. He expressed confidence that customers are already generating profitable tokens and that cloud service providers are seeing returns on their capital expenditure investments. Huang also addressed the pending $30 billion investment in OpenAI, stating "we continue to work with OpenAI toward a partnership agreement. We believe we are close"1
, while also referencing partnerships with Anthropic, Meta, and Elon Musk's xAI.
Source: BNN
Competition Intensifies as Big Tech Develops In-House Alternatives
Signs of emerging competition to Nvidia's dominance are becoming visible. Rival AMD plans to unveil a new flagship AI server later this year and has secured deals with Nvidia's top customers, including Meta
4
. Google has emerged as a competitor through deals to provide its in-house TPU chips to Claude chatbot creator Anthropic, and reports suggest Google is in talks to supply Meta as well4
. Big Tech companies are increasingly dedicating resources to designing custom chips for deployment in their own data centers, seeking greater control over computing power and potentially reducing dependence on external suppliers4
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