Nvidia’s record revenue of $96

Nvidia’s record revenue of $96.221 billion (+106% YoY) showcases unmatched AI demand, but rising memory costs squeezing Q4 gross margins to 71–72% present a clear short-term hurdle. While the Rubin production ramp and +4% after-hours gain boost confidence across supply chain peers, Nvidia’s history of next-day post-earnings dips means execution and margin defense will be critical to sustain this momentum.

Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

Nvidia's record quarter: revenue $96.221bn, +106% year-over-year and past the ~$93.6bn consensus, data center +117%, gross margin held at 75%. Rubin is accelerating toward full production, with Huang framing AI as the point where compute converts directly into revenue. The catch is memory: Q4 gross margin troughs at 71–72%, three to four points conceded to component costs. Shares +4% after hours, carrying memory, optical and cloud names along. Worth remembering the stock has fallen the day after earnings four quarters running. Does the supply chain rally from here?

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