Nvidia Corp. (NASDAQ:NVDA) is set to announce its fourth-quarter earnings on Wednesday, with significant developments that could influence its performance. Analysts expect the tech giant to report revenue of approximately $65.6 billion, a substantial increase from $39.3 billion a year earlier. Earnings per share are projected at $1.50, up from 89 cents last year. Nvidia has consistently exceeded revenue estimates for 13 consecutive quarters and earnings estimates for 12 straight quarters.
The company’s current guidance indicates expected revenue between $63.7 billion and $66.3 billion. Among the notable advancements contributing to this optimistic outlook are the launch of the new Vera Rubin computing platform, recent approvals for chip exports to China, and key partnerships aimed at bolstering its position in the artificial intelligence sector.
Vera Rubin Platform Launch
Earlier this year, Nvidia introduced its next-generation Vera Rubin computing platform ahead of schedule. The company claims that the new graphics processing unit (GPU) offers up to five times the AI training performance compared to its predecessor. This launch follows the success of the Blackwell chips, which significantly boosted data center revenue by 66%. Products utilizing the Vera Rubin technology are expected to be available to partners by the second half of 2026.
China Chip Approvals and Global Expansion
In January, Nvidia received news that Chinese authorities had approved initial imports of its H200 artificial intelligence chips for selected firms. This approval, which came during a visit by Nvidia CEO Jensen Huang to China, involves the export of several hundred thousand H200 chips. While U.S. regulators previously authorized exports, the lack of import clearance from China had created supply constraints, leading to underground servers equipped with eight H200 GPUs selling for approximately 2.3 million yuan (about $330,403) at a markup of nearly 50%.
Reports suggest that China may limit the approved purchases of Nvidia’s H200 AI chips strictly to research applications. This development could have significant implications for Nvidia’s international strategy and revenue generation.
As Nvidia prepares to release its earnings report, the results will reveal whether the company can maintain its impressive growth streak. The stock demonstrated positive momentum, gaining 0.68% during Tuesday’s regular session and an additional 0.036% in after-hours trading, according to Benzinga Pro. Current assessments indicate a favorable price trend across various timeframes, although Nvidia’s valuation rankings reflect some caution.
The upcoming earnings announcement is highly anticipated as it will shed light on Nvidia’s ability to navigate a competitive and rapidly evolving technology landscape.
