Observed Signal · Feb 25, 2026 · Earnings Report · Source: CNBC Technology · Impact: 5/5 · Sentiment: Positive
Nvidia's Earnings: Anticipating Strong Growth Amid Market Pressures
Nvidia reported stronger-than-expected fiscal fourth-quarter results driven by a surge in its data center business. Adjusted EPS was $1.62 vs. $1.53 estimated and revenue was $68.13 billion versus $66.21 billion expected; total revenue rose about 73% year-over-year. Data center revenue reached $62.3 billion, representing more than 91% of sales and outpacing forecasts. Net income nearly doubled to $43 billion. Nvidia issued bullish guidance for the fiscal first quarter of $78 billion (±2%), noting the forecast does not assume data center revenue from China. The company cited hyperscalers as over half of data center demand, reported rapid growth in networking (NVLink and Spectrum‑X) and shipped initial samples of its next‑generation Vera Rubin rack-scale system. Management highlighted supply-chain expansion and disclosed $17.5 billion invested in private companies and infrastructure funds.
Nvidia's large beat and bullish guidance underscore accelerating demand for AI data-center infrastructure; results and supply-chain moves materially affect hyperscaler capex, GPU availability, and the broader AI ecosystem that underpins next-generation adtech and compute-driven marketing capabilities.
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Key Takeaways & Evidence Grounding
- Adjusted EPS: $1.62 vs. $1.53 estimated (LSEG consensus).
- Revenue: $68.13 billion vs. $66.21 billion estimated; total revenue up ~73% year-over-year from $39.3 billion.
- Data center revenue: $62.3 billion; data center now accounts for over 91% of sales.
- Net income: $43 billion (nearly double prior-year period).
- Guidance: fiscal Q1 revenue expected $78 billion ±2%; company said it is not assuming China data center revenue in that forecast.
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Nvidia Soars with $68 Billion Revenue in Record Quarter
Nvidia reported a record quarter driven by rapid AI compute demand, announcing $68 billion in quarterly revenue (up 73% year-over-year) and $215 billion in revenue for the full fiscal year. Data center sales accounted for $62 billion of the quarter, split into $51 billion in compute (primarily GPUs) and $11 billion in networking (including NVLink). CEO Jensen Huang emphasized exponential token demand and tight cloud GPU capacity; CFO Colette Kress said approved H200 exports to China have not generated revenue. Nvidia reiterated ongoing talks toward a potential investment in OpenAI (reported at about $30 billion) but filed that there is no assurance the deal will occur. The company defended its capex commitments as necessary for AI-driven revenue growth and noted competitive progress by China-based firms like Moore Threads.
Nvidia stock jumps after blockbuster earnings
Nvidia shares rose about 6% in premarket trading after the company reported strong earnings and provided upbeat revenue guidance for fiscal 2028. CFO Colette Kress forecasted 70% revenue growth for fiscal 2028, while CEO Jensen Huang said demand likely exceeds that figure but supply constraints limit shipment. Nvidia said its AI Clouds, industrial, and enterprise (ACIE) customers generated $40.3 billion in sales for the quarter, up 138% year-over-year. Analysts noted supply issues at TSMC and memory shortages, and some flagged a potential competitive threat from custom AI chips being developed by hyperscalers and AI labs.
Nvidia Q2 Earnings: Results, Memory Prices, AI Outlook
CNBC provides live coverage of Nvidia’s fiscal second-quarter 2027 earnings, noting analyst estimates of $2.10 earnings per share and $92.17 billion in revenue (LSEG). The story highlights expected 75% gross margins, rising memory costs amid a global shortage, and reported price hikes for some AI chips. Nvidia’s new Vera Rubin AI systems have begun shipping to customers including Microsoft and OpenAI. CEO Jensen Huang’s announced financing program with six financial firms — pledging up to $500 billion in potential financing/backstops — is also discussed. Analysts and investors are watching sales ramps for new systems, supply issues, and the company’s financial strategy on the earnings call.
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