By Sean Williams
Publication Date: 2026-03-11 08:06:00
No trend has been more responsible for powering the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to new heights than the evolution of artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without human oversight is a game changer with multitrillion-dollar global implications.
While a long list of companies has benefited from the rise of AI, no company has heralded the charge quite like Nvidia (NVDA +0.64%). Since the start of 2023, Nvidia has added roughly $4 trillion in market cap.
Although Nvidia’s recently released fiscal fourth-quarter operating results and fiscal 2027 guidance demonstrate why it’s the cream of the crop in the artificial intelligence arena, its highly anticipated operating results also resulted in a $630 billion warning that reverberated throughout Wall Street.
Image source: Getty Images.
Nvidia once again shows why it’s the backbone of the AI revolution
Shortly after regular trading hours ended on Feb. 25, Nvidia unveiled another gem of a quarter (its fiscal year ended on Jan. 25, 2026). It delivered record quarterly sales ($68.1 billion), is pacing nearly $250 billion in annual run rate revenue from its Data Center segment, and generated a generally accepted accounting principles (GAAP) gross margin of 75% for the quarter.
Tracking close to a quarter-trillion in Data Center sales affirms that Nvidia’s graphics processing units (GPUs) remain the clear top choice in AI-accelerated…
