Feb. 25 Will Be a Huge Day for Nvidia. 3 Important Things to Watch for in the Company's Upcoming Earnings.

Core Insights - The upcoming earnings report from Nvidia is anticipated to provide significant insights into the company's plans for 2026 [1][2] Group 1: Earnings Report Expectations - Nvidia will report its fiscal fourth-quarter and full-year earnings after the market closes on February 25, which is a major event for investors [2] - The earnings report is viewed as a barometer for the entire AI market, with a focus on data center revenue and AI demand [3] Group 2: Data Center Revenue and AI Demand - Nvidia guided for $65 billion in total revenue for the fourth quarter, making it a key figure for investors to monitor [5] - The data center division is the primary revenue source, supplying GPUs and servers essential for AI model operations [6] - Investors will assess demand for Nvidia's powerful GPUs, particularly the Blackwell model, and the effectiveness of new technologies in training AI models [7] - Nvidia's CFO indicated a $500 billion opportunity for Blackwell and the upcoming Rubin GPU model by the end of 2026, which investors will be keen to validate [7] Group 3: Pricing Power - Pricing power is crucial as it reflects Nvidia's competitive position in the chip and AI hardware market, where it has historically maintained high margins [8] - Concerns exist regarding competition from hyperscalers designing their own chips, which could impact Nvidia's market dominance [8] Group 4: Operations in China - Investors are looking for updates on Nvidia's operations in China, particularly after U.S. government restrictions limited sales of older chips [12] - CEO Jensen Huang has been lobbying for improved access, and a potential deal with the Trump administration could allow sales of H200 chips in China [13] - The Chinese market was projected to be a $50 billion annual opportunity, with potential growth of 50% per year, but Nvidia is not factoring in any revenue from China in its fiscal 2026 guidance [15]