"Nvidia posted record quarterly revenue of $68.1bn for October-December 2025, up 20% compared with the third quarter of last year and a sizzling 73% more than a year earlier. The company said sales were being driven by accelerated computing and AI, with customers scrambling to get their hands on its high-powered Blackwell chip."
"Jensen Huang, founder and CEO of Nvidia, told investors that take-up of AI agents by companies was accelerating: Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute – the factories powering the AI industrial revolution and their future growth."
"The initially positive reaction faded as the company's conference call offered limited detail on the revenue outlook, leaving the chipmaker's shares little changed by the end of extended trading. So perhaps a sign of investors' increased anxiety over AI valuations."
Nvidia delivered exceptional financial results for Q4 2025, achieving record quarterly revenue of $68.1bn, representing 20% growth from the previous quarter and 73% year-over-year growth. The company attributed this performance to accelerated computing and AI demand, with enterprise adoption of AI agents accelerating rapidly. CEO Jensen Huang highlighted customers' urgent investment in AI compute infrastructure. Nvidia also provided optimistic guidance, forecasting revenue of $78.0bn for the current quarter, exceeding analyst expectations. However, despite these strong results and positive guidance, the stock's initial after-hours rally quickly reversed, finishing essentially flat at 0.2% higher. Analysts attribute this muted response to the stock already being priced for perfection, with shares up 1,300% over five years, and investor concerns about AI's broader economic impact.
#nvidia-earnings #ai-valuations #stock-market-reaction #semiconductor-industry #enterprise-ai-adoption
Read at www.theguardian.com
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