NVIDIA Corporation Q4 2026 Earnings Call Summary

Management characterizes the current market as a fundamental platform shift where 'compute equals revenue,' as data centers transition from classical software execution to real-time token generation. The 'agentic AI' inflection point is driving exponential demand for inference, with management noting that tokens are now profitable for cloud service providers and productive for enterprises. Blackwell architecture adoption is accelerating based on 'extreme co-design,' delivering up to 50x better perform ...