By Anthony Di Pizio
Publication Date: 2026-02-03 19:45:00
Nvidia’s upcoming earnings report could be the biggest stock market event of 2026 so far.
Nvidia (NVDA 4.34%) supplies the world’s best graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) development. The company is gearing up to launch a new chip architecture this year that will reset the benchmark for the industry, and if history is any indication, demand will significantly outstrip supply.
Nvidia is scheduled to report its operating results for its fiscal 2026 fourth quarter (ended Jan. 25) on Feb. 25, and investors will be focused on the strength of GPU sales for the period, as well as the company’s forward guidance. Plus, during the accompanying conference call, CEO Jensen Huang is likely to provide some additional color on the longer-term direction of the AI industry.
Here’s why I predict Nvidia stock will soar following the Feb. 25 report.
Image source: Nvidia.
All eyes on Rubin
Since the start of 2024, the AI hardware industry has centered around Nvidia’s Blackwell and Blackwell Ultra GPU architectures, which are leaps and bounds ahead of anything else on the market. The Blackwell Ultra GB300 GPU, for example, provides up to 50 times more performance than Nvidia’s original AI data center chip, the Hopper-based H100, which launched in 2022. That gives you an idea of how quickly the company is innovating.
Last year, Nvidia unveiled an entirely new GPU architecture called Rubin, and it’s expected to…
