Overview

• Nvidia's fourth-quarter revenue reached $39.3 billion, a 78% year-over-year increase, surpassing Wall Street's expectations of $38.1 billion.
• The company's next-generation Blackwell AI chips generated $11 billion in sales during their first full-quarter availability, marking the fastest product ramp in Nvidia's history.
• Despite concerns over competition from Chinese startup DeepSeek and potential U.S. tariffs on semiconductor imports, Nvidia forecasted strong Q1 revenue of $43 billion, exceeding analyst estimates.
• Data center revenue, driven by demand from major cloud providers like Amazon, Google, and Microsoft, nearly doubled year-over-year to $35.6 billion.
• Nvidia's gross margins have temporarily dipped due to the transition to Blackwell chips, but the company expects margins to recover later in the fiscal year.