Overview

• Nvidia's Q4 revenue surged 78% year-over-year to $39.3 billion, exceeding Wall Street forecasts of $38.05 billion.
• The company's data center division, driven by demand for AI GPUs, generated $35.6 billion in sales, a 93% increase from last year.
• While Nvidia projected Q1 2025 revenue of $43 billion, slightly above estimates, gross margins dipped to 73.5%, reflecting higher production costs for new Blackwell GPUs.
• The stock saw a modest 2.76% gain in after-hours trading, recovering from recent declines linked to competition from China's DeepSeek AI model.
• Nvidia's results are seen as a critical indicator for the broader AI and tech sectors, which have faced market volatility and concerns over potential tariff impacts.