AI spending remains strong! NVIDIA's Q4 revenue slows but still reaches a record high, Blackwell generates 11 billion, and Q1 guidance is better than expected | Earnings Reports insights.

NVIDIA's revenue in the fourth quarter grew by 78%, with Datacenter revenue increasing by 93%, both being the lowest growth rates in two years but exceeding Analyst expectations; the revenue guidance for the first quarter shows a further slowdown, with maximum growth close to 69%, while Analysts expect growth of less than 63%, nearing the lower end of the guidance. The gross margin guidance is a maximum of 72.5%, slightly lower than Analyst expectations; the gaming Business revenue unexpectedly decreased by 11% year-on-year, attributed to limited chip supply. Jensen Huang stated that the sales of the Blackwell chip in the first quarter have reached several billion dollars. After-hours stock prices initially fell by more than 2%, then briefly rose by over 3% before turning down again.

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NVIDIA's performance and guidance both exceeded market expectations, and Jensen Huang marveled at the incredible demand for Blackwell chips.

① NVIDIA's Q4 revenue was 39.331 billion dollars, a year-on-year increase of 78%, with a Net income of 22.066 billion dollars, up 72% year-on-year, both exceeding prior Analyst expectations; ② NVIDIA expects Q1 revenue for the new fiscal year to be 43 billion dollars, higher than market expectations; ③ In the fourth quarter of fiscal year 2025, the company delivered 1 billion dollars worth of Blackwell chips; ④ After the release of the Earnings Reports, NVIDIA's stock price rose after a brief fluctuation.

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