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Nvidia posted record Q4 revenue of $68.1 billion, beat EPS by 6%, guided Q1 to $78 billion above all estimates, and the stock still fell 4.33% the next day. The AI trade has entered a new phase where beating expectations is no longer enough.
Nvidia reported Q4 FY2026 revenue of $68.1 billion - beating Wall Street estimates by nearly $2 billion - and guided Q1 to $78 billion, sending shares above $200 for the first time.
A senior Trump administration official confirms DeepSeek trained its upcoming AI model on Nvidia's most advanced Blackwell chips at an Inner Mongolia data center, despite US export controls banning the hardware from reaching China.
Meta and Nvidia announce a multiyear deal spanning millions of GPUs and CPUs, with Meta becoming the first to deploy Nvidia's Grace CPUs standalone at scale.
