Nvidia Earnings: What to Watch for on Feb. 25
The Motley Fool • • general
Key Points:
- Nvidia is set to report its fourth-quarter and fiscal 2026 earnings on February 25 after market close, with strong investor interest due to its leadership in the rapidly growing artificial intelligence (AI) chip market.
- Analysts will focus on Nvidia's commentary regarding current and future AI demand, especially for its upcoming Rubin platform, as demand trends will influence revenue projections for upcoming quarters.
- Progress on Nvidia's ability to export its H200 AI chips to China, following recent U.S. approval with conditions, is a critical factor, given the potential $50 billion annual market opportunity in China.
- Investors will also watch for updates on Nvidia’s expansion plans beyond AI data centers, including developments in integrated laptop systems and partnerships like the one with
