Nvidia reported a quarterly revenue of $68.1 billion, exceeding analyst expectations of $65.9 billion, according to results released today. The company anticipates $78 billion in revenue for the upcoming quarter, significantly surpassing market predictions of nearly $73 billion.
The results, announced February 26, 2026, sent the company’s stock higher in after-hours trading, along with shares of chip manufacturers like TSMC and Micron, before easing slightly. Nvidia’s CEO, Jensen Huang, stated that demand for the company’s computer chips has increased “exponentially.”
Nvidia’s gross margin reached 75 percent, demonstrating the strength of its position in the market for hardware specialized in artificial intelligence operations. The company’s ability to produce high-capacity computing efficiently and cost-effectively remains unmatched, according to analysts.
The company’s success is heavily reliant on a small group of major clients – Amazon, Microsoft, Alphabet (Google), Meta, and Oracle – collectively responsible for approximately half of Nvidia’s data center revenue. This concentration of business represents a potential risk, despite the overall positive outlook.
The strong performance follows a period of uncertainty regarding the sustainability of the AI boom. In November 2025, Nvidia’s previous quarterly earnings report alleviated concerns about an AI “bubble,” with the company’s stock acting as a key indicator for the health of the global AI market. At that time, Nvidia’s profit increased by 65 percent to $31.9 billion, exceeding market expectations for the 13th consecutive time.
Nvidia’s chief executive, Jensen Huang, dismissed talk of an AI bubble in a conference call following the November results, stating, “There has been a lot of talk about an AI bubble. From our perspective, things look very different.” He cited the exponential growth in demand for computing power.
Despite the positive results, experts continue to warn of potential “round-trip” deals and high valuations. In November, financial analyst Angela Göpfert of ARD-Finanzredaktion cautioned that while Nvidia’s numbers were reassuring, risks remained. Dan Ives of Wedbush Securities described the November results as “a reason to celebrate” for tech investors, while Thomas Monteiro of Investing.com believes the AI revolution “has not yet reached its peak.”
In late August 2025, Nvidia’s stock surge pushed the company towards a $4 trillion market capitalization, reflecting the global demand for AI infrastructure and the company’s groundbreaking graphics chips. The company’s market value had already risen from under $400 billion in 2021.
