Nvidia Soars on AI-Driven Earnings Beat, Data Center Revenue Up 75%
Nvidia's stock surged 3.6% after-hours as the chipmaker reported Q4 earnings that crushed expectations. Adjusted EPS of $1.62 outpaced the $1.53 consensus, while revenue skyrocketed 73% year-over-year to $68.13 billion. The data center segment—now 91% of total revenue—grew 75% to $62.3 billion, fueled by insatiable demand for AI infrastructure.
Guidance stunned markets with a Q1 2026 projection of $78 billion, dwarfing analyst estimates of $72.6 billion. The Vera Rubin AI platform's sampling rollout this week signals another growth vector, with full production slated for late 2026.
Net income nearly doubled to $43 billion, demonstrating pricing power in the AI gold rush. The report adds $190 billion to Nvidia's market cap, extending its 2026 gains to 5%.
