Nvidia posts record $68B quarter and ships first Vera Rubin chips as AI demand hits inflection point

Nvidia reported $68.1B in Q4 revenue, up 73% year-over-year and beating Wall Street estimates of $65.9B, while guiding Q1 FY2027 at $78B well above the $72.8B consensus. Data center revenue hit $62.3B, split between $51B in compute and $11B in networking. CFO Colette Kress confirmed the first Vera Rubin chip samples shipped to customers this week. CEO Jensen Huang declared that inference equals revenues now for cloud customers, calling token demand completely exponential and enterprise agent adoption skyrocketing. Supply commitments jumped from $50.3B to $95.2B quarter-over-quarter, delivering a market-calming signal after weeks of AI-scare selloffs.

View full digest for February 26, 2026