英伟达首席财务官：自动驾驶出租车的兴起将推动更多计算需求。 ...

英伟达第一季度营收预测超市场预期，盘前股价上涨1%。 来源：滚动播报 ...

While the after-hours in the wake of Nvidia’s (NASDAQ: NVDA) latest earnings report – published late on February 25, 2026 – failed to be genuinely decisive, the filing was sufficient for DeepSeek, China’s most prominent artificial intelligence (AI) model, to take a highly optimistic stance.Specifically, the semiconductor giant’s report showed that the company not only beat the revenue forecast – it reported $68.13 billion instead of $66.21 billion – but also set its sights at $78 billion in the first quarte ...

Why Nvidia's Jensen Huang thinks the market got it wrong on software companies - MarketWatch# Why Nvidia's Jensen Huang thinks the market got it wrong on software companiesPublished: Feb. 26, 2026 at 3:59 a.m. ETShareResizeJensen Huang says the market has it wrong on software. Photo: Patrick T. Fallon/Agence France-Presse/Getty ImagesThere's at least one executive in the artificial intelligence space who doesn't think AI will cannibalize software companies: Nvidia's Jensen Huang."I think the markets got it ...

The CNBC app, global market news in one place. Customizable sections and personalized alerts. Stocks tracking, interactive charts and market insights, all in your hands.Stay connected. Stay informed. Download the CNBC app today.Welcome to Squawkbox Europe fun show with Steve Cedric and Ben Bulos. These are your headlines. AI jitters loom over another blockbuster set of results from Nvidia while Salesforce shares come under pressure after its revenue forecast comes in below analyst estimates.Both Jensen Wang ...

Asian stocks advanced on Thursday as Nvidia's earnings results quelled fears over massive AI spending and AI-driven disruption. The AI bellwether posted record Q4 results with total revenue of $68 billion, led by a record data-center quarter of $62 billion, driven by the Blackwell and Blackwell Ultra ramp.The dollar edged lower in Asian trade, while gold advanced on safe-haven demand and oil prices hovered near seven-month highs as investors waited for any news on the third round of nuclear talks between t ...

本文源自：金融界AI电报 汇丰银行：将英伟达(NVDA.O)目标价从310美元下调至295美元。 ...

（来源：中国商报） 转自：中国商报 当地时间2月25日，英伟达发布截至2026年1月25日的2026财年第四季度财报。该季度英伟达营收681亿 美元，同比增长73%，创历史新高，高于分析师预测的662亿美元的营收额；该季度的每股盈利为1.62 美元，超过了华尔街分析师预计的每股1.53美元的水平。 英伟达2025财年全年营收增长68%，达到创纪录的1937亿美元。在此前的两年间，英伟达每个季度的营 收表现都超过了华尔街的预期。 受业绩与业绩指引超预期刺激，英伟达的股价在美股盘后交易中直线飙升，一度大涨超3%。 财报显示，该公司绝大部分收入来自其数据中心业务，该业务因科技行业对人工智能基础设施的巨大投 资而得到提振。 英伟达发布的报告称，第四季度数据中心业务营收623亿美元，创历史新高，环比增长22%，同比增长 75%；全年营收1937亿美元，同比增长68%。 英伟达预计，2027财年的资本支出将较2026财年有所增加，以支持公司业务的未来增长。 中国商报综合自第一财经、券商中国、智通财经、智通财经等 英伟达创始人兼CEO黄仁勋在财报中称："计算需求正呈指数级增长，AI智能体的转折点已经到来。企 业对智能体的应 ...

Core Viewpoint - Nvidia's record-breaking financial report aims to counter skepticism regarding the AI bubble, showcasing significant revenue and profit growth amid concerns about capital expenditures in the AI sector [2][3]. Financial Performance - In Q4, Nvidia reported a record revenue of $68.127 billion, a 73% increase from $39.331 billion year-over-year; net profit reached $42.96 billion, up 94% from $22.091 billion [3]. - For the entire year, Nvidia's revenue was $215.938 billion, with a net profit of $120.067 billion, equating to daily earnings of approximately $32.8 million (RMB 220 million) [3]. - The data center business contributed $193.48 billion in revenue for the year, a 68% increase, and accounted for over 91% of total revenue in Q4, with Q4 revenue reaching $62.3 billion, up 75% year-over-year and 22% quarter-over-quarter [3]. Business Segments - Within the data center segment, the "compute business" (primarily GPU products) generated $51.3 billion, a 58% increase, while the "network business" contributed $11 billion, growing 263% [3]. - Nvidia plans to continue selling the Blackwell architecture and the Rubin architecture chips, while the gaming segment faces tight memory supply [4]. Market Outlook - Nvidia's guidance for Q1 of FY2027 anticipates revenue of $78 billion, exceeding analyst expectations [4]. - Concerns remain regarding the Chinese market, as Nvidia has not generated any revenue under the H200 licensing project to date [4]. Industry Context - Wall Street is worried about high capital expenditures from tech giants potentially leading to systemic credit risks, with an estimated $700 billion to be spent on AI expansion by companies like Google, Microsoft, Meta, and Amazon this year [5][6]. - Despite the positive outlook for Nvidia, analysts caution that a slowdown in tech investments could significantly impact the company [6]. Strategic Initiatives - Nvidia is working to solidify its position in the AI ecosystem, with CEO Jensen Huang indicating a near agreement with OpenAI for a potential $100 billion AI infrastructure project [7]. - The upcoming GTC 2026 conference is expected to unveil "world's first" new chips, with speculation around the Rubin and Feynman series [7][8]. Competitive Landscape - Nvidia faces competition from custom AI chips like Google's TPU and Amazon's Inferentia, which are challenging the dominance of general-purpose GPUs in data centers [8]. - TrendForce predicts that the shipment share of ASIC AI servers will rise to 27.8% by 2026, surpassing GPU AI servers in growth rate [8].

Market Analysis by covering: NVIDIA Corporation. Read 's Market Analysis on Investing.com ...