- Nvidia revenue hit $39.3 billion, a 78% increase from last year, driven by strong AI chip demand.
- Stock was losing nearly $600 billion in value due to competition fears from China’s DeepSeek AI model.
- Reports suggesting this could increase profits by $13.9 billion over 13 years.
Nvidia’s Profit surpassed Wall Street
Nvidia revenue are in profits, surpassing Wall Street expectations. For the fourth quarter of the 2025 fiscal year, the company announced revenue of $39.3 billion, marking a 12% rise from the previous quarter and a remarkable 78% increase compared to the same period last year.
Analysts had forecasted Nvidia revenue of $37.72 billion, and the earnings per share came in at 89 cents, exceeding the anticipated 84 cents. “The demand for our AI-driven Blackwell microchips, which are used in artificial intelligence, machine learning, and high-performance computing, has been overwhelming,” stated CEO Jensen Huang.
He also said that AI is “advancing at light speed,” preparing for future developments. Nvidia’s datacenter revenue played a major role , making up over 90% of its total revenues, which reached $35.6 billion, a staggering 93% increase from the previous year.
Market Influence of Nvidia and Bitcoin
While Nvidia revenue had reported an increase, Nvidia shares closed 3.67% higher at $131.28 on Feb 26, while still below the November high point of over $147. The company recently experienced a sharp drop in value, losing nearly $600 billion in market capitalization on January 27 after concerns arose about competition from Chinese AI firm DeepSeek, which introduced a model rivaling OpenAI’s ChatGPT.
This was the largest one day value loss in the history of the US stock market. That Nvidia keeps moving forward in the AI sector, focusing on agentic AI development. Other technology companies are expanding in AI as well, including Microsoft, which laid out plans to construct two AI hubs in Abu Dhabi.
Bitcoin mining firms have also begun to diversify their businesses, assigning some of their capacity to AI and high-performance computing. According to a report prepared by VanEck, if the miners dedicate 20% of their capacity to AI in 2027, then they will be able to generate an additional $13.9 billion in revenues in the subsequent 13 years.
While that is happening, market research company 10x Research estimates the decline in value of Nvidia as an estimated blessing for Bitcoin. Lower spending on AI would lower inflation, and that would make the US Federal Reserve implement more accommodative monetary policies.
