Core Insights - NVIDIA Corporation (NVDA) reported strong fourth-quarter fiscal 2026 results, with both revenue and earnings exceeding expectations and showing significant year-over-year growth [1][2] Financial Performance - Fourth-quarter non-GAAP earnings reached $1.62 per share, surpassing the Zacks Consensus Estimate by 6.58%, and increased 82% year over year and 25% sequentially [1] - Revenues for the fourth quarter climbed 73% year over year and 20% sequentially to $68.13 billion, beating the consensus mark by 3.9% [2] Segment Analysis - NVIDIA's revenues are categorized into two segments: Graphics and Compute & Networking [3] - The Graphics segment accounted for 9.5% of fourth-quarter revenues, rising 97% year over year and 6% sequentially to $6.48 billion [4] - Compute & Networking represented 90.5% of revenues, with a 71% year-over-year and 21% sequential increase to $61.65 billion [5] Market Platform Performance - Data Center revenues, making up 91.5% of total revenues, surged 75% year over year and 22% sequentially to $62.31 billion, driven by increased shipments of Blackwell GPU computing platforms [6] - Gaming revenues increased 47% year over year but fell 13% sequentially to $3.73 billion, accounting for 5.5% of total revenues [7] - Professional Visualization revenues rose 159% year over year and 74% sequentially to $1.32 billion, while Automotive sales totaled $604 million, up 6% year over year [8] Operating Metrics - Non-GAAP gross margin improved to 75.2%, reflecting a 170 basis point increase year over year [9] - Non-GAAP operating income jumped 81% year over year and 22% sequentially to $46.12 billion, with an operating margin of 67.7% [11] Cash Flow and Balance Sheet - As of January 25, 2026, NVIDIA's cash, cash equivalents, and marketable securities totaled $62.6 billion, up from $60.6 billion [12] - The company generated $36.19 billion in operating cash flow during the fourth quarter and $102.72 billion for fiscal 2026 [13] Future Guidance - For the first quarter of fiscal 2027, NVIDIA anticipates revenues of $78 billion, indicating a year-over-year increase of 77% [14]

Core Insights - Nvidia (NVDA) has reported its quarterly earnings, marking the last of the "Magnificent Seven" tech stocks to do so, providing important insights into the demand for its AI chips, which are integral to the substantial investments in AI by major tech companies [1] Group 1: Earnings Reports - The fourth quarter earnings season is nearing its conclusion, with Nvidia's results being a significant highlight [1] - Other notable companies reporting this week include Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY), which is currently competing with Netflix for acquisition [2] - Upcoming earnings reports are expected from Salesforce (CRM), Home Depot (HD), and Lowe's (LOW) [2]

英伟达的高利润率并非没有代价。存储器成本上涨是其无法回避的现实，尽管英伟达在关键零部件的供 应排队中处于优先地位。 据彭博报道，英伟达首席财务官Colette Kress表示，公司已"战略性地锁定库存与产能，以满足未来数个 季度以上的需求"，但同时预计供应"紧张"状况将持续。 英伟达公布了75.2%的调整后毛利率，刷新近期高点，但这一令竞争对手望尘莫及的盈利能力能否持 续，正面临供应瓶颈收窄、自研芯片加速崛起以及客户AI投资回报尚未兑现的多重压力。 英伟达最新季报显示，截至今年1月的季度调整后毛利率达75.2%，为2024年下半年以来最高水平，公 司同时预计本季度将维持相近水平。在需求侧，超大规模AI公司今年资本支出预计合计约6500亿美 元，较2025年增长约60%，英伟达将从中大幅受益——这一点在财报发布前已被市场充分预期，因此本 轮财报的真正亮点，落在了利润率而非需求本身。 竞争格局正在生变。AMD本周宣布与Meta签署价值"数百亿美元"的数据中心处理器供应协议，直接冲 击英伟达的GPU核心业务；Alphabet旗下TPU芯片及Amazon自研芯片也在加速抢占市场份额，且定价远 低于英伟达产品，日益划算 ...

Dow Jones Futures Rise; Nvidia Climbs In Buy Zone After Strong Earnings, Guidance | Investor's Business DailyBREAKING: [Dow Futures Rise After Strong Nvidia Earnings]---Dow Jones futures rose slightly early Thursday, along with S&P 500 futures. Nasdaq futures were little changed. Nvidia (NVDA) climbed slightly after the AI giant reported accelerating earnings growth and bullish guidance. FTAI Aviation (FTAI), Salesforce.com (CRM), Snowflake (SNOW) and Sterling Construction (STRL) were among the many notable ...

Amid the military build-up by the U.S. in the Middle East, the third round of nuclear talks between the United States and Iran in Geneva is watched by investors on Thursday.In the Corporate sector, fears of AI airbubble was quashed by optimism created by Nvidia's surged in earnings supported by revenue growth. The AI bellwether Nvidia posted record fourth quarter earnings of $42.960 billion, or $1.76 per share compared to $22.091 billion, or $0.89 per share, last year. Revenue was $68.12 billion, led by a ...

Nvidia ‌rose 1.2% in ⁠premarket trading ⁠after the chipmaker posted better-than-expected results for the January quarter and forecast current-quarter revenue above market estimates."The needle has clearly shifted when it ​comes to what its going to take to convince investors that the billions being poured into AI infrastructure will pay off," ​said Raffi Boyadjian, lead market analyst at Trading Point."Markets are now moving into a phase where they want to see tangible results of AI monetization before pus ...

成立4年，融资8亿，最近具身智能算力赛道又迎来重磅融资，并且智元机器人还投了——这家公司就是辉羲智能。 它是干啥的？我们常嫌弃现在的机器人太笨，其实问题出在"脑子有问题"，背后的芯片缺了根筋。现在，辉羲智能的一帮清华老同学，打算给这些机器人 换个"真脑子"。 | | 辉義智能公司介绍 | | --- | --- | | 公司名称 | 辉義智能 | | 成立时间 | 2022年4月 | | 创始团队 | 清华背景老同学(徐宁仪、章健勇、贺光辉等) | | 核心赛道 | 具身智能算力(自动驾驶、机器人) | | 核心产品 | 车规级芯片,不做通用芯片 | | 融资情况 | 超8亿元Pre-B轮,智元机器人战略入股 | 融资背后，撬开一个具身智能的新赛道。以后，汽车会不会在打方向盘时卡顿，机器人抓鸡蛋会不会捏碎，就取决于这个赛道能走多远了。 辉羲智能创业，和国产AI芯片替代也有些关系。很多国际芯片，到了国内就会水土不服：云端算力再强，放到机器人、高阶智驾的端侧场景，要么算力 浪费，要么实时性跟不上，机器人抓物卡顿、智驾决策延迟都是常事。 用他们的话来说，"通用算力解决了AI算力'有没有'的问题，却解决不了具身智能场 ...

ASML Holding N.V. (NASDAQ:ASML) is pushing the limits of chipmaking technology, unveiling a breakthrough that could sharply increase semiconductor output and reinforce its dominance in the global extreme ultraviolet (EUV) market. EUV Power Breakthrough Could Lift Chip Output 50% ASML’s researchers say they have developed a way to significantly increase the power of a critical light source inside its extreme ultraviolet (EUV) chipmaking machines. This move could lift chip output by as much as 50% by the e ...

Silicon Labs' secure, multiprotocol platform enables Aliro-ready NFC tap-to-unlock and hands-free experiences—starting with Durin Door Manager AUSTIN, Texas and SUNNYVALE, Calif., Feb. 26, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), a leader in low-power wireless connectivity, today announced that Durin, Inc. has selected the Silicon Labs MG24 wireless SoC as the secure, multiprotocol foundation for the Durin Door Manager, a next-generation access device that supports the newly available Aliro app ...

Aristotle Funds, an investment advisor, released its “Growth Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index rising 2.66% and the Bloomberg U.S. Aggregate Bond Index increasing by 1.10%. Within the Russell 1000 Growth Index, healthcare, communication services, and financials were the top-performing sectors, while utilities, real estate, and materials lagged. The U.S. economy show ...