All articles tagged with #nvidia
Nvidia CEO Jensen Huang says demand for compute power is growing exponentially as enterprises adopt agentic AI, calling Nvidia’s Blackwell platform and NVLink the current king of inference and signaling that the Rubin platform should deliver similar cost efficiency.
Nvidia CEO Jensen Huang argues that markets misread AI’s impact, contending that AI agents will augment rather than cannibalize enterprise software by using existing tools to boost productivity. Nvidia posted a 73% rise in quarterly revenue to $68.13 billion and issued an upbeat Q1 forecast around $78 billion, as investors weigh AI hardware spend against long‑term adoption, with analysts divided on which software players will win or lose.
NVIDIA reported record Q4 FY2026 revenue of $68.1B (GAAP EPS $1.76, non-GAAP $1.62) and full-year revenue of $215.9B, with Data Center quarterly revenue of $62.3B. Gross margins were 75.0% GAAP (75.2% non-GAAP) for the quarter and 71.1% (71.3% non-GAAP) for FY2026. The company also announced a Q1 FY2027 revenue outlook of $78.0B ±2% (excluding any China DC compute revenue) and will begin including stock-based compensation in non-GAAP. NVIDIA returned $41.1B to shareholders in FY2026 and unveiled major AI platform advances and partnerships aimed at accelerating enterprise AI adoption.
Nvidia and other technology stocks led a broad market advance on Wall Street, powering a tech-driven rally that sent U.S. equities higher.
Nvidia unveiled Vera Rubin, its next AI rack-scale system set to ship in H2 2026, boasting about 10x the performance per watt of the Grace Blackwell platform while consuming roughly twice the total power. The 72 Rubin GPUs and 36 Vera CPUs reside in a fully liquid-cooled, modular rack designed for quick swaps and easier upgrades. Competition from AMD’s upcoming Helios and in-house cloud chips from Amazon and Alphabet adds pressure, but Meta plans to deploy Rubin by 2027. Pricing is reportedly around $3.5–$4 million per rack, signaling strong pricing power as AI data-center demand grows. Analysts show a Strong Buy with a notable upside potential.
AMD inks a strategic, warrant‑heavy deal with Meta to supply Instinct AI chips for Meta’s data centers and signal a broader push to win over other hyperscalers; the arrangement could help AMD hit a tenfold data‑center revenue target by 2030, but the upside relies on Meta’s adoption and on rival AI‑chip demand amid competition and the cost of warrants.
U.S. stock futures point to a higher open as investors await Nvidia's earnings and ride AI-driven market optimism, with the Dow, S&P 500 and Nasdaq set to rise despite lingering focus on President Trump's State of the Union address.
Asian stock markets rose to fresh records as tech shares led gains across the region: Japan’s Nikkei jumped about 2% to a record near 58,319 and South Korea’s KOSPI hit a new high around 6,123, with Australia’s ASX 200 also at a record on Woolworths’ strong earnings. Chinese and Hong Kong tech names gained as sentiment improved, and traders kept an eye on Nvidia’s upcoming results as AI demand cues drive momentum. U.S. stock futures edged higher amid ongoing tariff uncertainty highlighted by Trump’s State of the Union remarks.
U.S. stock index futures edged higher as investors awaited Nvidia's quarterly results, seen as a key read on AI demand, with Salesforce and Snowflake due after the bell. A Meta-AMD deal lifted sentiment, but tariff headlines and broader macro risks still loom. At 05:20 ET, Dow futures were up about 68 points, S&P 500 futures rose ~0.2%, and Nasdaq-100 futures gained ~0.2%, while crude oil hovered near seven-month highs ahead of Iran talks.
European technology shares are set to react to Nvidia's earnings, with investors watching which names to monitor and how strong or weak Nvidia results could ripple through European chipmakers and tech stocks.
Asian shares rose after a rebound in U.S. stocks as investors wrestle with AI hype, with Nvidia’s upcoming results set to steer sentiment. Korea, Taiwan and Japan led gains while traders weighed Trump-era energy talk, a modest dip in the dollar, and nearby central-bank commentary.
Nvidia is set to report its fourth-quarter and fiscal-2026 earnings after the bell, with investors watching AI demand trends, updates on the Rubin platform, and any news on U.S. export permissions for chips to China. As a leader in AI chips and AI infrastructure, Nvidia’s commentary and guidance could influence the stock and broader tech markets.
Intel will participate in a roughly $350 million funding round for SambaNova, with SambaNova adopting Intel chips and hardware; this is a partnership, not a buyout, as Intel also pursues core simplification by moving toward a unified core design. SambaNova’s SN50 chip is touted to outperform some Nvidia benchmarks and can scale to 256 processors. The news helped INTC stock jump about 6%, while Wall Street has a Hold consensus with a price target around $48.21, suggesting modest upside.
Nvidia stock eased after AMD inked a multi-year computing deal with Meta, including a performance-based warrant, but analysts remain bullish ahead of Nvidia’s earnings, betting on a long AI infrastructure investment cycle even as demand shifts from AI training to inference and questions linger about maintaining market leadership.
Meta’s 2026 capex is set to reach roughly $115–$135 billion, funding Nvidia GPU/Grace CPU deployments that will power its AI infrastructure; Nebius Group, a Nebius cloud partner and Meta customer, is forecast to grow revenue to about $3.4 billion in 2026 from $530 million in 2025, bolstered by a backlog over $20 billion, expansion to 16 data-center sites, and 0.8–1 gigawatt of capacity as demand for cloud AI ramps up.