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Nvidia Delivers 'Michael Jordan' Like Numbers, Ives Says
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February 26, 2026
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6:51Now PlayingDan Ives, Global Head of Tech Research at Wedbush Securities, reacts to Nvidia earnings.
Nvidia Corp.’s latest sales forecast drew a bearish response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors.
The shares fell as much as 3.4% after trading got underway in New York on Thursday. That came after the chipmaker gave a first-quarter outlook that easily beat the average analyst estimate and Nvidia delivered a 73% surge in fourth-quarter revenue.
While explosive sales growth has turned Santa Clara, California-based Nvidia into the world’s most valuable company — sending shares up about 44% in the last 12 months — investors are seeking stronger assurances that the booming spending can be maintained.
Shareholders still have questions “over whether the current AI spending wave can sustain growth beyond the next few years, and whether Nvidia will remain as dominant as AI shifts from training models to running everyday tasks,” analysts at Hargreaves Lansdown said in a note after the results.
Chief Executive Officer Jensen Huang pushed back on the concerns during Wednesday’s call, arguing that customers are already making money from their newly acquired computing power. That’s why clients will keep investing at elevated levels, he said.
“You need compute capacity, and that translates directly to growth, and that translates directly to revenues,” Huang said. “I’m confident their cash flows are growing.”
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