In a highly anticipated earnings release, Nvidia surpassed analyst expectations with a remarkable 78% revenue increase, highlighting its strength in the tech industry amid challenges. The Q4 report showed revenue of $39 billion, driven largely by strong sales of the new Blackwell AI chips. However, analysts express concerns about rising production costs that may impact profit margins. Moving forward, Nvidia forecasts $42 billion in revenue for the next quarter. Still, the competition from DeepSeek's AI models and changes in Microsoft’s data centre contracts could threaten Nvidia's market position in the AI landscape.
Nvidia's results exceeded analyst expectations, showcasing a 78% revenue surge with strong demand for its Blackwell AI chips, despite pressure on profit margins.
Analysts emphasize that while Nvidia's record earnings highlight impressive growth, concerns regarding production costs and competition from emerging AI technologies linger.
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