The post Nvidia delivers another monster earnings report, and forecasts big things to come appeared on BitcoinEthereumNews.com.

It was another monster earnings report from Nvidia for fiscal Q4. Revenues were $68.1bn, smashing estimates of $65bn. Gross profit margin was a healthy 75%, up from 73.5% in the prior quarter, and the outlook for this quarter was monstrous. Nvidia is predicting that revenues will be $78bn, estimates were for $72bn. Nvidia touts diversification of client base Although this is practically perfect earnings report, the share price reaction was muted in the post market. We discuss why below, for now, it’s worth digging into who is buying Nvidia’s chips? The company, usually tight-lipped about their customer base, said that 50% of revenues were generated by the hyperscalers. However, they also spoke about the spread of AI in corporations. Nvidia say that enterprise adoption of AI agents is skyrocketing, which could help Nvidia to diversify its demand base. The concentration of its customer base has long been a cause of concern for some investors, for now, hyperscalers are still the main revenue generator, however, as AI use expands around the world, concentration risks could ease.   China still out of the sales forecasts Concerns about supply constraints should also have been soothed by this report. Nvidia said that it had secured supply to meet demand for several quarters, which partly explains the massive boost to Q1 forecasts. The astonishing part of these forecasts is that they don’t assume any demand from China and the world’s second largest economy is not expected to help Nvidia see a 13% uplift in its revenue this quarter. Fundamentals remain solid The company is a cash-generating machine, cash and cash equivalents have jumped $20bn in a year to $62.6bn. Nvidia has rock-solid fundamentals, and they are expected to continue to strengthen this year. The company is expected to announce that production of its most advanced…

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Filed under: News - @ February 26, 2026 12:27 am