Record Revenue, Nvidia Stock Soars

The chip manufacturer #NVIDIA just reported a record-breaking Q4 financial report with revenues of $39.3 billion, up 12% from the previous quarter and 78% year-over-year.

🔥 Annual net income increased by 145% to $72.9 billion, affirming Nvidia's leading position in the field of artificial intelligence (AI).

💰 Earnings per share (EPS) reached $0.89, higher than analysts' estimates ($0.84). This is also the fourth consecutive quarter that Nvidia has surpassed market expectations.

📈 Nvidia stock closed at $131.28 (+3.67%) and continued to rise 2.32% in after-hours trading, reaching $134.33.

🚀 The data center segment – Nvidia's largest growth driver – posted revenues of $35.6 billion, up 16% from the previous quarter and nearly doubled from the same period last year. This surge is driven by strong demand for Blackwell AI chips, which play a critical role in providing computing power for artificial intelligence models.

CEO Jensen Huang stated:

"Nvidia is scaling AI computing at an unprecedented rate. The demand for Blackwell is extremely high as businesses need more powerful AI processing capabilities."

Prospects & Challenges: Will Nvidia Continue to Maintain Its Growth?

🔮 In the forecast for Q1 of fiscal 2026, Nvidia expects revenues to reach $43 billion, in line with Wall Street's expectations but lower than some more optimistic forecasts.

💡 Gross margin is expected to reach 70.6% (GAAP) and 71% (Non-GAAP), indicating that Nvidia can retain about 71 cents of profit for every $1 in revenue.

⚠️ Some potential risks:

  • Supply constraints: Nvidia faces supply chain issues as demand for AI chips surges.

  • Increasingly fierce competition: Rivals like #AMD , Intel, and Chinese companies are also ramping up AI chip production.

📊 The US stock market also reacted mixed:

  • The S&P 500 rose slightly by 0.1% after a 4-day decline.

  • The Nasdaq Composite index increased by 0.3% thanks to the rise in technology stocks.

  • The Dow Jones fell 0.4% due to pressure from other stocks.

Nvidia & Cryptocurrency: GPU – A Key Factor in the Crypto Market

💎 Nvidia's GPUs play a crucial role in the cryptocurrency market, especially in mining and processing blockchain data.

1️⃣ Cryptocurrency Mining

  • Nvidia's GPUs were once the top choice for Ethereum mining before the network transitioned to Proof-of-Stake (PoS).

  • Some other coins still rely on GPUs for mining, although their popularity has declined.

2️⃣ AI & Blockchain

  • The AI boom could positively impact cryptocurrency, especially projects that combine blockchain with AI.

  • Nvidia GPUs support the processing of blockchain data, smart contracts, and high-computational-demand DeFi applications.

3️⃣ Impact on graphics card prices

  • Previously, when demand for coin mining surged, Nvidia's GPU prices were often pushed up high.

  • Currently, Nvidia is focusing more on AI, but the connection between processing chips and cryptocurrency remains significant.

Conclusion

🚀 Nvidia continues to prove its leading position in the AI field with record revenues and soaring profits.

⚡ Although no longer overly dependent on the crypto market, Nvidia GPUs still have a significant impact on the blockchain and cryptocurrency industry.

🔥 The question arises: Can Nvidia maintain its strong growth momentum in the future, or will it face difficulties from competition and challenges in the AI & cryptocurrency markets? #anhbacong