🖥️ NVIDIA Q4 Earnings Blowout: Data Center Boom Continues

Revenue: $68.1B (+73% YoY)

Data Center Sales: $62.3B (+75% YoY)

Full-Year Data Center Revenue: $194B (≈13x growth since 2023, ChatGPT era)

Despite the blockbuster numbers, shares barely moved after-hours, up only 5% YTD vs Nasdaq -0.4%. The AI darling now trades like a mature blue chip.

Guidance Highlights:

Q1 Revenue: $78B vs $72.6B expected

Networking Revenue: $11B (+263% YoY)

CEO Jensen Huang mentions “space data centers” and deeper OpenAI partnerships

💡 Takeaway: The AI capex cycle is far from over, with Microsoft, Meta, Amazon, and Google expanding infrastructure. But after a 13x surge in data center revenue, the market is pondering what comes next beyond pure compute power.

#NVIDIA #AI #JensenHuang #NASDAQ #OpenAI

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