Overview
- Nvidia reports fiscal fourth‑quarter results on Feb. 25, with traders bracing for a potential index‑moving reaction on Feb. 26 given its roughly 7.1% S&P 500 and 13%+ Nasdaq weightings.
- In its most recent reported quarter, Nvidia’s revenue rose 62% year over year to $57.0 billion as CEO Jensen Huang said Blackwell sales were “off the charts,” highlighting still‑tight GPU supply.
- Hyperscalers have flagged hefty 2026 capital outlays that underpin AI compute demand, including Amazon at about $200 billion, Alphabet at $175 billion to $185 billion, and Meta at $115 billion to $135 billion.
- Alphabet shares climbed after an enterprise rollout of Gemini and a new Asia commerce partnership, while The Wall Street Journal reported plans to broaden AI‑chip efforts and talks to invest roughly $100 million in neocloud firm Fluidstack, citing unnamed sources.
- Neocloud provider CoreWeave reported about $56 billion in revenue backlog as of Q3 2026; Nvidia recently invested $2 billion to accelerate its data‑center buildout, tied to a plan to develop 5 gigawatts of AI capacity by 2030.