NVIDIA (NVDA) published its results in the fourth quarter on Wednesday after the Bell, beating analysts’ expectations on the upper and lower lines and issuing solid guidelines Q1.
Nvidia’s shares fell 1.5% in pre-commerce exchanges on Thursday while investors digested the report.
At the end: February 26 at 4:00 p.m.
NVIDIA’s profits come as the company’s thumbs have itself been reduced for potential 25% tariffs on fleas imported into the United States and the threat of increased export controls on its expeditions to China. The AI giant also affirms the repercussions of the affirmations that the Chinese startup Deepseek has developed its AI models using Nvidia chips less powerful than its American competitors, questioning whether large technological companies are excessive in AI.
For the quarter, Nvidia declared a profit per share (BPA) of $ 0.89 on a turnover of $ 39.3 billion. Wall Street expected a BPA of $ 0.84 on a turnover of $ 38.2 billion. The company said that it provides turnover of $ 43 billion and less than 2%, better than $ 42.3 billion expected.
Data center revenues reached $ 35.6 billion compared to $ 34 billion in the quarter.
“We have managed to increase the massive production of blackwell ai superordinators, making billions of dollars in sales in the first quarter,” CEO Jensen Huang said in a statement. “The AI is progressing at a light speed while agentics and physical AI have prepared the ground for the next wave of AI to revolutionize the largest industries.”
According to NVIDIA, Colette Kress’s financial director, Cloud service providers represented 50% of income from the Nvidia data center during the quarter. The company declared similar results in the third quarter.
The company’s range of blackwell fleas has contributed billions of sales for the quarter, said Kress.
Find out more: How does Nvidia earn money?
“We delivered $ 11.0 billion in blackwell architecture income in the fourth quarter of the 2025 financial year, the fastest product ramp in the history of our company.”
However, NVIDIA’s game revenues fell 11% from one year to the next in the fourth trimester due to the constraints of supplying its last play chips.
Nvidia is the reigning champion of the chips, and he does not lose this crown soon. Its tokens are the desire for Silicon Valley and beyond, and its competitors are still far from exceeding its performance advantage.
Large Amazon (AMZN), Google (Googl, Googl), Meta (META) and Microsoft (MSFF) (MSFF) spend billions of dollars to build their AI data centers, and a piece of this goes directly to Nvidia.
But the actions of these same companies are also in difficulty in the first months of 2025.
Google Parent Alphabet is down more than 8% over a year, Amazon is down 2.5%, Microsoft dropped by 5.3% and Apple (AAPP) fell by more than 4%.
