Home / Business and Economy / Nvidia Earnings: AI Boom Fuels $65.7B Revenue on Tap
Nvidia Earnings: AI Boom Fuels $65.7B Revenue on Tap
25 Feb
Summary
- Nvidia's Q4 earnings reveal a projected 67% revenue growth.
- Blackwell GPU orders have already surpassed $350 billion.
- Hyperscalers like Microsoft and Google invested $600 billion in 2026.
Nvidia is releasing its fourth-quarter earnings today, February 25. Wall Street analysts forecast earnings per share of $1.53, representing a significant 72% year-over-year increase. The company is expected to report revenue growth of 67%, driven by the sustained demand for its AI infrastructure solutions.
Significant market indicators point to robust performance, with Blackwell GPU orders already exceeding $350 billion. Furthermore, major hyperscalers, including Microsoft, Google, Meta, and Amazon, collectively allocated $600 billion for capital expenditures in 2026, with Nvidia's chips being a critical component of this spending. Investors are keenly awaiting Nvidia CEO Jensen Huang's guidance for Q1 FY2027, which is anticipated to be a key market mover. Options traders are pricing in a substantial 6% stock swing following the results, highlighting the market's high expectations for the $3 trillion company.
