Nvidia (NVDA), the world’s largest publicly traded company by market capitalization and a key bellwether for the artificial intelligence sector, once again exceeded Wall Street expectations in its fourth-quarter earnings report released বুধবার after U.S. markets closed. The chipmaker delivered stronger-than-expected revenue and earnings, underscoring the continued strength of AI-driven demand for its advanced semiconductors.
For the fourth quarter, Nvidia reported revenue of $68.1 billion, marking a 73% year-over-year increase and surpassing analyst estimates of approximately $66.1 billion, according to FactSet data. Adjusted earnings per share came in at $1.62, beating expectations of $1.54. Following the announcement, Nvidia stock rose nearly 3% in after-hours trading, reflecting investor confidence in the company’s ongoing growth trajectory.
A major driver of the performance was Nvidia’s Data Center segment, which posted record revenue of $62.3 billion. That figure represents a 75% increase compared to the same period last year and a 22% gain from the previous quarter. The surge was fueled by sustained AI infrastructure spending and accelerated computing demand from hyperscalers and enterprise clients. Analysts noted that the strong data center growth challenges concerns that AI capital expenditures could slow in the coming years.
Looking ahead, Nvidia issued bullish guidance for the first quarter, forecasting revenue of around $78 billion. This outlook exceeds analyst projections of $72.9 billion and signals that the next phase of AI infrastructure expansion remains firmly in motion.
The earnings report also had ripple effects across related markets. Bitcoin held near session highs around $69,500, extending a recent rebound, while AI-focused crypto tokens such as Bittensor (TAO) and Internet Computer (ICP) gained further momentum. Crypto mining stocks tied to high-performance computing, including IREN, Cipher Digital (CIFR), and TeraWulf (WULF), also edged higher in after-hours trading.
Investors are now turning their attention to Nvidia’s conference call for additional insights into AI chip demand, data center growth, and the broader outlook for AI-powered computing.
