Nvidia Reports Record Q4 Revenue and Strong Q1 Forecast Amid Mixed Investor Response

Nvidia reported a record fourth-quarter revenue of $68.1 billion, a 73% year-over-year increase, driven primarily by strong demand for its AI-focused data center chips. The company forecasted first-quarter sales of around $78 billion, surpassing analyst expectations, reflecting ongoing investments by major tech firms in AI infrastructure. Despite beating estimates, investor reactions were mixed, with some expressing concerns about high capital expenditures, supply constraints, and geopolitical challenges, particularly related to China. CEO Jensen Huang emphasized sustained AI growth and dismissed fears that AI would replace legacy software tools.