Nvidia Expected to Report $65B Quarter Amid High Demand
Nvidia is expected to report quarterly revenue of $65 billion next week, driven by what is described as "off the charts" demand for its new Blackwell AI chips. Hedge funds have reportedly increased their positions in the company ahead of the earnings announcement. The results are widely seen as a bellwether for the broader technology sector and AI-related market sentiment.
- The upcoming earnings report is scheduled for Wednesday, February 25, 2026, after the market closes. - This follows a record third quarter where Nvidia posted revenue of $57 billion, a 62% increase year-over-year, with its data center division alone accounting for $51.2 billion. - The new Blackwell B200 GPU, which is driving the high demand, contains 208 billion transistors and is claimed to reduce cost and energy use by up to 25 times compared to its H100 predecessor for certain AI operations. - The Blackwell platform's GB200 "superchip" combines two B200 GPUs with a Grace CPU to enhance performance for training and running complex AI models. - Despite the strong revenue growth, Nvidia's stock has been down approximately 2% year-to-date in 2026, a performance that contrasts with the company's financial results. - Major tech companies including Amazon, Google, Microsoft, and Meta have announced significant capital expenditure plans for AI infrastructure, which is expected to directly benefit Nvidia. - Analysts are forecasting fourth-quarter earnings of $1.52 per share on revenue of roughly $65.56 billion, which would represent a year-over-year growth of over 66%. - Nvidia's Chief Financial Officer, Colette Kress, has stated the company anticipates the AI infrastructure market could reach between $3 trillion and $4 trillion by the year 2030.
