NVIDIA Q4 Soars to $68.13B Revenue, Data Center Up 75%, Cramer Dismisses Circular Deals
NVIDIA posted fiscal fourth-quarter revenue of $68.13 billion and adjusted EPS of $1.62, topping estimates, as data center revenue climbed 75% and management guided Q1 revenue of $78 billion. Jim Cramer refuted claims that NVIDIA’s partnership deals were circular, highlighting the company’s genuine asset sales and strategic use of OpenAI technologies.
1. Fiscal Q4 Earnings Beat
NVIDIA posted fiscal fourth-quarter revenue of $68.13 billion and adjusted EPS of $1.62, exceeding consensus estimates of $66.21 billion and $1.53. Total revenue increased 73% year-over-year as the company capitalized on strong demand in compute-intensive markets.
2. Data Center Momentum and Q1 Guidance
NVIDIA’s data center segment delivered 75% year-over-year revenue growth, driven by accelerated adoption of AI GPUs by hyperscale cloud providers. Management raised its fiscal first-quarter revenue forecast to $78 billion, well above the $72.6 billion consensus, signaling continued strength into the new fiscal year.
3. Cramer Rebuttal and OpenAI Partnership
Jim Cramer refuted claims that NVIDIA’s partnership deals were circular, highlighting the company’s asset sales track record. He emphasized the strategic deployment of technologies like OpenAI’s Codex and noted NVIDIA’s potential up to $30 billion investment in OpenAI as a key growth driver.