Overview

• Nvidia reported a 78% year-over-year revenue increase for its fourth quarter, totaling $39.3 billion, driven by strong data center and AI demand.
• The company's new Blackwell processors generated $11 billion in revenue during their first quarter on the market, exceeding expectations.
• Profit margins are expected to dip to 71% in the current quarter due to the costly ramp-up of Blackwell production, though Nvidia aims to restore margins to mid-70% later this fiscal year.
• Analysts remain optimistic about Nvidia's long-term growth, citing robust AI demand and significant investments from major tech firms like Microsoft, Meta, and Amazon.
• Despite the earnings beat, Nvidia's stock reaction was muted, reflecting investor concerns over narrowing margins and the high bar for continued performance.