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NVIDIA achieved record revenue of $68.1 billion for Q4 2026, up 73% year-on-year, surpassing analyst expectations. The company anticipates Q1 revenue of $78 billion, supported by its AI-driven Data Center segment, which constitutes 91% of sales.

CEO Jensen Huang emphasized the importance of token economics in scientific computing, showcasing the performance of the new Vera Rubin platform. This platform is set to reduce inference costs significantly, amid competition from AMD and others. NVIDIA's growth reflects its dominance in the AI chip market, despite concerns of an AI bubble.