2026년 2월 26일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) shares rose 1.57% to $198.62 in pre-market trading after its fourth-quarter earnings release. The company reported record quarterly revenue of $68.1 billion, above the $66.1 billion analyst consensus. Data Center revenue reached a record $62.3 billion, supported by the production ramp of the Blackwell GPU architecture and what CEO Jensen Huang described as the agentic AI inflection point. Non-GAAP earnings of $1.62 per share also beat forecasts of $1.54 per share.
Nearly 9 gigawatts of Blackwell infrastructure are already deployed across hyperscalers, enterprises, sovereign customers and model builders. Grace Blackwell systems represented roughly two-thirds of data center revenue in the quarter. Free cash flow reached $35 billion in Q4 and $97 billion for the year, with $41 billion returned to shareholders.
For the upcoming quarter, Nvidia forecast first-quarter revenue of about $78 billion, ahead of analyst expectations, and assuming no China data center revenue in its outlook. Management said inventory and capacity positions are solid, enabling supply visibility beyond near quarters, even as it acknowledged supply constraints in gaming.
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