By Bram Berkowitz
Publication Date: 2026-02-22 21:10:00
The company’s upcoming earnings report will likely offer significant insight into its plans for 2026.
After the market closes on Wednesday, Feb. 25, the artificial intelligence (AI) chip giant Nvidia (NVDA +0.94%) will report its 2026 fiscal fourth-quarter and full-year earnings, followed by a conference call between CEO Jensen Huang, other members of Nvidia’s management team, and Wall Street analysts. These events are pure cinema for market watchers, who have seen Nvidia carry the stock market higher in recent years.
Earnings reports are always a massive event for Nvidia, as investors view them as a gauge of the entire AI market. Here are three important things to watch for.
Image source: Nvidia.
1. Data center revenue and AI demand
On Nvidia’s last earnings call, the company guided for $65 billion in total revenue in the fourth quarter, so meeting or exceeding this number is always the first question on investors’ minds, with guidance for the next quarter also top of mind.
Most of Nvidia’s revenue comes from its data center division, which supplies the key hardware, including graphics processing units (GPUs) and servers, to data centers that the hyperscalers depend on to run their AI models and solutions.
Investors will be looking at factors within this division to gauge broader AI demand. For instance, what is sentiment and demand like for Nvidia’s most powerful GPUs, called Blackwell, and how effective has the new technology been at training AI models? Will the…
