Overview
- Nvidia reports fiscal fourth-quarter results on Feb. 25 after guiding to $65 billion in revenue, with Wall Street looking for about $1.52 in EPS and for updated guidance that now reflects approved chip sales to China previously excluded from the outlook.
- Hyperscaler capital spending on AI remains enormous, with coverage citing roughly $650 billion in 2026 plans that underpin demand for Nvidia’s data center GPUs, rack-scale systems and software ecosystem.
- Investors will gauge traction for Blackwell and the forthcoming Rubin architecture after management previously outlined about a $500 billion revenue opportunity for those platforms through 2026.
- Nvidia expanded its collaboration with Meta to large-scale deployments of GPUs, Grace CPUs and Spectrum‑X Ethernet, including confidential computing features tied to the Vera Rubin platform.
- Nvidia invested $2 billion in CoreWeave toward building 5 gigawatts of AI data center capacity by 2030, while competition from Broadcom’s custom ASICs and Google TPUs keeps the spotlight on Nvidia’s pricing power and gross margin trajectory.