By Katherine Li,Geoff Weiss
Publication Date: 2026-02-26 02:06:00
Nvidia moved quickly to calm investor nerves during its earnings call on Wednesday.
The chipmaker delivered another blowout earnings report that underscored how little momentum the AI boom has lost. As the world’s most valuable company by market capitalization, Nvidia topped Wall Street expectations across the board in its fiscal fourth quarter and issued a forecast that sailed past analyst estimates.
The upbeat results arrive at a delicate moment for AI-linked stocks, which have recently shown signs of fatigue.
From incorporating Groq into Nvidia systems to an update on the new Vera Rubin chips, here are the biggest takeaways from Nvidia’s fourth-quarter earnings call.
1. Nvidia is becoming the backbone of Big AI
Over the course of the call, CEO Jensen Huang repeatedly positioned Nvidia at the center of the AI industry’s biggest players.
OpenAI’s latest Codex model is trained and runs on Nvidia’s Blackwell systems, and the companies are close to reaching a multibillion-dollar partnership, he said.
Meta is deploying Nvidia GPUs in its push toward superintelligence, and Nvidia also announced an up to $10 billion investment in Anthropic.
Huang said his goal is to ensure that every form of AI — from large language models to robotics — is built on its platform.
“We want to take the great opportunity that we have as we’re in the beginning of this new computing era, this new computing platform…
