"NVIDIA's Q4 FY2026 results are the cleanest catalyst in mega-cap tech right now. Revenue hit a record $68.13 billion, up 73% year over year, while non-GAAP EPS of $1.62, beating the $1.52 consensus."
"Management guided Q1 FY2027 revenue to roughly $78.0 billion, and that figure explicitly excludes any China Data Center compute revenue. Gross margins are guided at around 75%."
"NVIDIA has locked in at least 10 gigawatts of systems with OpenAI, an initial 1 gigawatt with Anthropic, and a multiyear deal with Meta covering millions of Blackwell and Rubin GPUs."
"As CEO Jensen Huang put it, 'Computing demand is growing exponentially. The agentic AI is driving this growth, and we are positioned to meet that demand.'"
NVIDIA reached a $5.2 trillion market cap in April 2026, with a slight pullback seen as noise. The company reported record Q4 FY2026 revenue of $68.13 billion, a 73% year-over-year increase, and a non-GAAP EPS of $1.62, surpassing estimates. Forward guidance for Q1 FY2027 anticipates revenue of approximately $78.0 billion, excluding certain revenues. NVIDIA has secured significant supply commitments, totaling $95.2 billion, indicating robust demand for its products and services in the AI sector.
Read at 24/7 Wall St.
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