Overview
- Nvidia reports fiscal Q4 on Feb. 25, with Wall Street modeling about $65.6 billion in revenue and $1.52 EPS as investors scrutinize guidance and any color on China-related sales.
- The company’s latest reported quarter showed accelerating momentum, with revenue at $57.0 billion and data center sales up 66% to $51.2 billion as CEO Jensen Huang said Blackwell sales are “off the charts.”
- Nvidia expanded a multiyear partnership with Meta covering CPUs, GPUs and Spectrum‑X networking, including a large Grace CPU–only deployment and rack‑scale Confidential Computing initially for WhatsApp.
- Nvidia invested $2 billion in neocloud provider CoreWeave and is partnering to build 5 GW of AI factories by 2030, as CoreWeave reported a $56 billion revenue backlog and is adding capacity.
- Competitive currents are intensifying, with the Wall Street Journal reporting Alphabet is in talks to invest roughly $100 million in Fluidstack to expand TPU adoption, while Broadcom’s custom AI silicon business supplies major TPU programs and benefits from soaring hyperscaler capex budgets.