Why did NVDA stock move today?

Nvidia posted record Q4 revenue of $68.1B with data center revenue of $62.3B, then guided Q1 FY27 to about $78B while excluding China data center sales. That combination signals durable AI demand from hyperscalers and enterprises. Markets read it as stronger visibility and lower downside risk, which tends to support premium multiples.

Is Nvidia’s Q1 guidance 78B sustainable?

It looks achievable if cloud and enterprise AI projects keep scaling and supply remains available. The ex-China guide also points to wider regional demand. Still, sustainability depends on next-gen product ramps, networking availability, and customer deployment timing. Watch order commentary, lead times, and capex updates from major cloud providers each quarter.

How does excluding China affect the outlook?

Excluding China data center sales reduces headline risk and highlights demand in other regions. It also underscores the breadth of Nvidia’s customer base. The company’s growth is tied to global AI rollouts, not a single geography. Policy shifts can still affect components, but diversified demand and backlog help cushion regional volatility.

How can Canadians invest in NVDA stock?

Canadians can buy U.S.-listed shares in USD or use Canadian-listed Nasdaq-100 ETFs, available in CAD-hedged and unhedged versions. Hedged ETFs reduce currency swings, while unhedged exposure may benefit if the U.S. dollar rises. Consider position sizing, rebalancing rules, and tax treatment before choosing your preferred vehicle.

Global Market Insights

NVDA Stock Today: Record Q4, $78B Q1 Guide Ex-China – February 26

ByDanny Kontos February 27, 2026

NVDA stock is in focus after Nvidia posted record Q4 revenue of $68.1B and data center revenue of $62.3B, then guided Q1 FY27 revenue to about $78B while excluding China data center sales. That signals strong AI compute demand from cloud and enterprise customers. For Canadian investors, the beat-and-raise anchors AI capex visibility and supports premium valuation. We review Nvidia earnings, the Q1 guidance 78B, valuation, and practical steps to position portfolios in Canada.