What were the main highlights from Nvidia earnings?

Nvidia earnings beat Q4 forecasts, driven by a 75% jump in data center revenue and a 263% surge in networking. Management guided Q1 revenue to $78B, citing resilient hyperscaler demand. Shares were volatile after the release as investors weighed China-excluded assumptions and near-term supply. The update confirmed that AI buildouts remain the primary growth engine across major cloud customers.

What does Nvidia guidance of $78B for Q1 mean for growth?

Nvidia guidance at $78B signals another quarter of intense AI infrastructure spending. It implies stable orders from large cloud customers and a growing enterprise funnel. Mix will matter. A higher share of networking could affect delivery timing, while software attach may lift margins over time. Investors will track lead times, China-excluded trends, and shipment cadence across quarters.

How can Australian investors buy NVDA and manage currency risk?

Australians can access NVDA through brokers that offer US trading. Complete a W-8BEN form, note T+2 settlement, and expect USD dividends to be small. Consider whether to hedge AUD-USD exposure, since currency moves can amplify or reduce returns. Use limit orders during US hours for better pricing, and avoid chasing premarket gaps after major news.

What risks could pressure the Nvidia share price from here?

Export controls and policy shifts could restrict sales. Component shortages can delay deliveries. Customer concentration and project timing may swing quarterly results. Competitive threats from other chipmakers or custom silicon could compress pricing over time. A slowdown in hyperscaler budgets would test growth in data center revenue and might lower order visibility for future quarters.

Global Market Insights

NVDA Stock Today: February 26 – Hyperscaler Spend, Networking +263%

ByHuzaifa Zahoor February 26, 2026

Nvidia earnings topped expectations, powered by booming AI demand and stronger networking. Nvidia (NVDA) guided Q1 revenue to $78B as data center revenue rose 75% year over year and networking jumped 263%. The Nvidia share price swung after the print, as traders weighed China-excluded outlooks and near-term supply. For Australians, this matters for tech sentiment on the ASX and for USD exposure in US portfolios. We unpack Nvidia guidance, data center revenue drivers, and what to watch next.