Huang Renxun’s Earnings Call: Chinese Competitors Making Strides, H200 Yet to Yield Revenue in China
4 day ago / Read about 0 minute
Author:小编   

On February 26, AI chip behemoth NVIDIA unveiled its financial results for both the fourth quarter and the entirety of fiscal year 2026. According to the financial report, NVIDIA’s revenue for the fourth fiscal quarter soared to $68.1 billion, marking a significant 73% year-on-year surge. Its annual revenue climbed to $215.9 billion, reflecting a robust 65% increase from the previous year. Regarding profitability, the net profit for the fourth fiscal quarter hit $42.96 billion, up a remarkable 94% year-on-year. During the earnings call, NVIDIA CEO Huang Renxun emphasized that the demand for computing is skyrocketing exponentially, and the pivotal moment for agentic AI has arrived. He also disclosed that the company’s clients are eagerly investing in AI computing infrastructure to propel the AI industrial revolution and fuel future expansion. Furthermore, NVIDIA anticipates its revenue for the first quarter of fiscal year 2027 to reach $78 billion.