Core Insights - Nvidia's stock fell over 4% despite strong Q4 earnings and a positive Q1 outlook, reflecting broader market anxiety regarding the AI sector [1][8] - The company reported Q4 earnings per share (EPS) of $1.62 on revenue of $68.1 billion, surpassing Wall Street's expectations of EPS of $1.53 on revenue of $65.8 billion [1][2] Financial Performance - Nvidia provided Q1 revenue guidance between $76.44 billion and $79.56 billion, exceeding Wall Street's estimate of $72.8 billion [2] - The data center segment was the primary growth driver, generating $62.3 billion, which was above analysts' projections of $60.2 billion [2][3] - Hyperscaler revenue accounted for slightly over 50% of Data Center revenue, with a year-over-year growth of 58% in compute revenue and a significant 263% increase in networking revenue to $11 billion [3] Strategic Developments - Nvidia is set to host its GTC 2026 event in San Jose, California, where major product announcements are anticipated [4] - The company recently expanded its agreement with Meta, involving a multiyear deal for Blackwell and Rubin AI processors, as well as the deployment of Grace CPU servers [5] Market Context - Nvidia's stock has increased just over 5% since the beginning of the year, outperforming competitors like AMD and Broadcom, while Intel has seen a nearly 27% increase [6] - The market debate centers around the future growth of the AI sector, with differing opinions on whether the industry is in its early stages or nearing maturity [8][9]