Nvidia Q4 Earnings Call: Here are the key takeaways from Nvidia Corp.'s fourth-quarter earnings report on Wednesday:
Nvidia projected and delivered revenue that was better than Wall Street's estimates.
Still, the degree of that outperformance was less than it has been for a couple of years, and the stock bounced between modest gains and losses in after-hours trading.
The new Blackwell product's supply-chain problems are over and it's bringing in more revenue than the company had expected.
Gross margins are narrower because of the cost of rushing out new products, but profitability will rebound in the second half of 2025, Nvidia said.
A new way of perfecting AI models — exemplified by the efforts of Chinese startup DeepSeek — will stoke more demand for computing and Nvidia's chips, CEO Jensen Huang said.
It's too early to say what the impacts of US government tariffs might be.
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