Overview
- Nvidia reported Q4 revenue of $68.127 billion with net income of $42.96 billion, including $62.3 billion from data centers, and guided Q1 revenue to $78.0 billion plus or minus 2 percent; full-year revenue reached $215.9 billion.
- The company said a February U.S. license permits limited H200 shipments to select customers in China, but it has recorded no revenue under that license and future import approvals remain uncertain.
- CBRE data show U.S. in‑progress data‑center capacity declined to 5.99 GW at end‑2025 from 6.35 GW a year earlier due to permitting and power delays, with development shifting toward markets such as Chicago and Dallas–Fort Worth as core market vacancy fell to 1.4 percent.
- Digitimes reports AI-driven demand has eroded Apple’s NAND bargaining power, with Kioxia pricing roughly doubling versus prior levels and contracts moving from multi‑year deals to six‑month renegotiations.
- OpenAI confirmed that Pang Ruoming left Meta to join the company, and developer Andrej Karpathy reported modern AI agents now complete substantial coding tasks rapidly, signaling a shift in programming workflows.