The “mh” reaction to Nvidia’s impressive earnings shows that other AI risk factors exist

The “mh” reaction to Nvidia’s impressive earnings shows that other AI risk factors exist

By James Thomson
Publication Date: 2026-02-26 05:29:00

The largest company in the world just generated the largest quarterly revenue in its history – and investors didn’t care.

Nvidia’s fourth-quarter numbers, released on Wednesday evening, were quite literally breathtaking. Quarterly revenue rose an incredible 73 percent (another record for the company) to $68 billion ($95 billion), with gross margin rising to 75.2 percent. Net income reached a record $39.6 billion and the forecast was well above analysts’ expectations. Sales are expected to reach $78 billion next quarter.

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