What are Nvidia's Q4 earnings expectations?

Wall Street expects Nvidia to report earnings per share of $1.53 for Q4, a 72% increase year-over-year, with revenue growth projected at 67%.

How much have Nvidia's Blackwell GPU orders reached?

Nvidia's Blackwell GPU orders have already crossed $350 billion, indicating substantial demand.

What was the hyperscaler capital expenditure in 2026?

In 2026, hyperscalers like Microsoft, Google, Meta, and Amazon collectively invested $600 billion in capital expenditures, largely for Nvidia chips.

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

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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 Earnings: AI Boom Fuels $65.7B Revenue on Tap

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.

Disclaimer: This story has been auto-aggregated and auto-summarised by a computer program. This story has not been edited or created by the Feedzop team.