Income as AI agent’s intention to change businesses

NVIDIA seriously Jensen Huang Said on Wednesday (Feb 26) that advanced chip architecture hit a record of the fourth quarter, and it was an articaler asking forward because the artificial intelligence is already in advance.

“Ai progresses at a powerful speed,” said Huang at a conference call with Wall Street analysts to discuss earnings. “We’re just at the start of AI.”

Architecture for Blackwell GPU, delayed in two months due to technical issues, booked $ 11 billion in income in a quarter, with many cloud-bearing companies. Data Center revenues are more than double, driven in need for Blackwell and Series at H200 chip.

Go to NVIDIA’s earnings, investors worry that low cost, AI models developed by Chinese AI startup stersupeek will lead to better demands of NVIDIA. The Dreepseek model is only $ 5.6 million to train with 2,000 slow H800 NVIDIA chips. In contrast, the GPT-4 amount of OpenII costs $ 100 million to train 25,000 H100 Nvidia GPU.

But Huang said that over The opposite, deepsessek openced with a high performance model of reasoning, which put it in the hands of many starts and other users. It expands the market for AI workloads, and by extension, GPU.

Added analyst to Brian Colello, Innerstar, to a recent research LETTERS: Despite DereseEhek’s offering a less expensive solution, “AI GPU need is more than supplying for tech teams they can buy all GPUs they can be as part of this amount of GPE its AI ‘Gold Rush.‘“

From Consumer Ai to Business Ai

Huang says the world is only two years in the current wave of AI developments, beginning with Generative AI, used by AI consumption agents, and now the action of AI. Follow these two trends, he sees the next stage is LASCIVIOUSNESS Yes like robots.

“AI lost mainstream” and one day it will be embedded in all industries, Huang believes.

Meanwhile, AI is now in a new wave on software development. In the past, the software runs on CPU, but at AI’s age, the software will run into thorling machines, says Huang. “This is the future of software,” he said.

In addition, data centers can be “AI factories,” because they will process AI workloads with the power of most industries in the world, Huang believes.

“We have a great line of viewing the amount of capital investment that data centers are building external toward, “said Huang.” We know that ahead, the most software is based on machine experiences, and therefore fast computing and justification of a class of architecture you want at your data center. “

Asked about headwinds from US export controls to the most advanced china chips, the second largest market market, said by NVIDIA officers in those who are still exported. But as a percentage of income, it remains the same.

In 2022, the Biden administration prohibits the sale of certain chips in China due to country security concerns. Under the Trump Administration, however, worry about possible tariffs of chips that affect its business.

NVIDIA says the effect is not aware and depends on time, affected by countries and the size of tariffs.

NVIVIA earnings move in agreement

The Chipmaker, just ended the fiscal year of fiscal 2025, reported Net income of $ 22.1 billion, or 89 cents per share, for the fourth quarter. The income arrived at $ 39.3 billion. The Quarter Beats Wall Analysts’ Consensus earnings in 85 cents per share and $ 38.16 billion income.

Year of the year, the quarterly net income is at 80% and the revenue grows 78%.

For the year, NVIDIA reported net income of $ 72.9 billion, to 145% from a year ago, in income of $ 130.5 billion, from 114% from last year. Earnings each part come to $ 2.94 for the year, that A penny is shy in joint. But Nvidia beat the topline; Analysts expect $ 129.28 billion.

For the first quarter of fiscal 2026, NVIDIA expects to record an income of $ 43 billion, plus or minus 2%. Analysts expect income to $ 42.05 billion.

NVIDIA parts close to the flat on After the time trade. The company’s market cap is $ 3.22 trillion like the market close to Wednesday (Feb 26), only second to Apple as most precious in the world.