{"id":61933,"date":"2026-02-26T09:26:23","date_gmt":"2026-02-26T02:26:23","guid":{"rendered":"https:\/\/hbbgroup.net\/nvidia-earnings-results-steady-markets-as-ai-spending-debate-intensifies\/"},"modified":"2026-02-26T09:26:23","modified_gmt":"2026-02-26T02:26:23","slug":"nvidia-earnings-results-steady-markets-as-ai-spending-debate-intensifies","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/nvidia-earnings-results-steady-markets-as-ai-spending-debate-intensifies\/","title":{"rendered":"Nvidia Earnings Results Steady Markets as AI Spending Debate Intensifies"},"content":{"rendered":"<div>\n<div>\n<h4 color=\"#333\">In brief<\/h4>\n<ul>\n<li>Nvidia\u2019s data-center revenue rose 75% to $62.3 billion, reinforcing its dominance at the core of global AI infrastructure spending.<\/li>\n<li>U.S. stocks rebounded modestly, with the tech-heavy Nasdaq outperforming.<\/li>\n<li>CEO Jensen Huang has argued that AI remains early in a multitrillion-dollar buildout, countering investor concerns that the sector may be overheating.<\/li>\n<\/ul>\n<\/div>\n<p><span>U.S. stocks edged higher late Wednesday as investors weighed another blockbuster earnings report from Nvidia against lingering concerns over the scale and sustainability of global AI investment.<\/span><\/p>\n<p><span>Nvidia reported fourth-quarter revenue of $68.1 billion, up 73% from a year earlier, driven almost entirely by continued demand for data-center infrastructure.<\/span><\/p>\n<p><span>Sales in that segment rose 75% to $62.3 billion, reinforcing the company\u2019s central role in the artificial-intelligence buildout that has underpinned equity markets over the past year.\u00a0<\/span><\/p>\n<p>&#8220;Nvidia has sent a clear message to the market with this result that the AI infrastructure buildout is only accelerating,&#8221; Josh Gilbert, market analyst at eToro, told <i>Decrypt<\/i>. &#8220;Every quarter, the sceptics line up, and quarter after quarter, Nvidia has managed to prove them wrong.&#8221;<\/p>\n<p><span>Net income nearly doubled to $43 billion, while gross margins held at about 75%, reflecting strong pricing power.<\/span><\/p>\n<p><span>The results helped lift semiconductor shares and supported a modest rebound in broader equity benchmarks after a volatile start to the week.<\/span><\/p>\n<p><span>The Nasdaq outperformed, advancing 1.26% while the S&#038;P 500 closed higher at 0.8% as gains in megacap technology stocks offset weakness in more cyclical sectors. Shares for Nvidia in after-hours trading rose 1.37% to $198.31.<\/span><\/p>\n<p>Crypto also saw major valuation gains in blue-chip assets, including Bitcoin and Ethereum, which jumped 7% and 12.5%, respectively, ahead of the earnings release.<\/p>\n<p><span>Treasury yields fell across most maturities, signalling continued caution in rates markets even as equities stabilized.<\/span><\/p>\n<p><span>Nvidia\u2019s guidance, meanwhile, added to the sense that AI spending remains resilient.\u00a0<\/span><\/p>\n<p><span>The company forecast first-quarter fiscal 2027 revenue of about $78 billion, implying further sequential growth, despite excluding any contribution from China data-centre sales.\u00a0<\/span><\/p>\n<p><span>Management said customers continue to invest aggressively to scale inference and deploy so-called agentic AI systems.<\/span><\/p>\n<p><span>The earnings echoed comments made last month by Nvidia Chief Executive Jensen Huang at the World Economic Forum in Davos, where he <\/span><a href=\"https:\/\/decrypt.co\/355345\/what-bubble-nvidia-ceo-says-ai-needs-trillions-more-investments\" target=\"_blank\"><span>argued<\/span><\/a><span> that AI is still in the early stages of what he described as the \u201clargest infrastructure buildout in human history.\u201d\u00a0<\/span><\/p>\n<p><span>Huang said trillions of dollars in additional investment would be needed across energy, chips, and data centres to support the technology\u2019s long-term potential, pushing back against fears that the sector is already in a bubble.<\/span><\/p>\n<p>Goldman Sachs has <a href=\"https:\/\/www.businessinsider.com\/ai-trade-tech-stocks-hyperscalers-google-meta-microsoft-amazon-2026-2\" target=\"_blank\">forecast<\/a> that AI capital expenditure growth will peak in 2026 and then decelerate, which investors see as a mixed signal: growth will remain, but cash-flow visibility could improve only as spending slows.<\/p>\n<p>Cathie Wood&#8217;s Ark Invest, by contrast, has argued that AI infrastructure spending is still in its <a href=\"https:\/\/decrypt.co\/357687\/cathie-woods-ark-ai-prolonged-capex-spending-innovation\" target=\"_blank\">early stages<\/a>, framing the current surge in capital outlays by hyperscalers as the start of a multi-year investment cycle rather than a peak.<\/p>\n<p>&#8220;Nvidia has locked in $95.2 billion in inventory and capacity commitments, nearly double the level from a year ago,&#8221; Gilbert said. &#8220;When the world&#8217;s biggest companies are spending at this pace, you&#8217;d better be ready to deliver.&#8221;<\/p>\n<p><i>Editor&#8217;s note: Adds comment from eToro analyst Josh Gilbert<\/i><\/p>\n<div>\n<h3>Daily Debrief Newsletter<\/h3>\n<p>Start every day with the top news stories right now, plus original features, a podcast, videos and more.<\/p>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>In brief Nvidia\u2019s data-center revenue rose 75% to $62.3 billion, reinforcing its dominance at the core of global AI infrastructure [&hellip;]<\/p>","protected":false},"author":5,"featured_media":61934,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[220],"tags":[],"class_list":["post-61933","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tien-dien-tu"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/61933","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/comments?post=61933"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/61933\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/61934"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=61933"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=61933"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=61933"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}