NVIDIA Q4 Revenue Hits $68.13B, Strong Guidance Offset by Supply Chain Warning
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NVIDIA reported robust fiscal Q4 revenue of $68.13 billion, marking a 73% year-over-year increase, and exceeded both revenue and EPS estimates. The company also issued stronger next-quarter revenue guidance, indicating continued strong demand. Furthermore, NVIDIA announced that its next-generation Vera Rubin AI servers are now in full production and are slated for sales in the second half of the year, boasting a 3.3x performance improvement over the Blackwell Ultra system. However, these positive developments were significantly overshadowed by a critical warning regarding potential supply-chain risks stemming from geopolitics and energy limitations at TSMC, which could impact regional suppliers and chip output. Despite the strong financial performance, the stock reacted negatively, falling approximately 9.6%, suggesting the market is heavily weighing the forward-looking supply chain concerns. Traders will now focus on how NVIDIA navigates these supply chain challenges and the market reception of the new Rubin servers.
At the time of this announcement, NVDA was trading at $177.50 on NASDAQ in the Technology sector, with a market capitalization of approximately $4.3T. The 52-week trading range was $86.62 to $212.19. This news item was assessed with negative market sentiment and an importance score of 9 out of 10. Source: Wiseek News.