Nvidia Q4 Revenue Tops $68.13B, Data Center Demand Sets Record
Nvidia reported record $68.13 billion Q4 revenue, propelled by its data center unit hitting a quarterly high. The earnings beat helped spark rallies in AI-linked tokens like NEAR (+16.3%), FET (+8.2%) and RENDER (+7.6%), underscoring Nvidia’s role as an AI sentiment barometer.
1. Record Quarterly Revenue
Nvidia delivered record $68.13 billion in Q4 revenue, surpassing consensus estimates, while its data center business hit an all-time quarterly high as enterprises accelerated AI compute investments.
2. Crypto Token Rally
The stronger-than-expected earnings report triggered rallies in AI-native cryptocurrencies, with NEAR jumping 16.3%, FET rising 8.2%, RENDER up 7.6% and TAO adding 7.2%, reflecting bullish AI sentiment.
3. US License for H200 Exports
Regulators granted Nvidia a license to ship a limited number of H200 GPUs to China under updated U.S. controls, allowing restricted exports while broader advanced-capability shipments remain curtailed.
4. GTC Conference Anticipation
CEO Jensen Huang has teased a ‘mystery’ chip reveal at the March 16–19 GTC conference, fueling speculation that Nvidia will showcase a next-generation 3D-stacked GPU architecture.