Nvidia Earnings Results Steady Markets as AI Spending Debate Intensifies

Decrypt

by Sebastian Sinclair

February 25, 2026

AI-Generated Deep Dive Summary

Nvidia’s latest earnings report has bolstered confidence in the tech sector, with revenue surging 73% to $68.1 billion, driven by soaring demand for data-center infrastructure tied to artificial intelligence (AI). The company’s data-center sales rose 75% year-over-year to $62.3 billion, reinforcing its pivotal role in the global AI buildout. Despite investor concerns about potential overinvestment in the sector, Nvidia’s results suggest sustained growth, with CEO Jensen Huang emphasizing that AI is still in its early stages and poised for further expansion. The broader market responded positively to the news, with U.S. stocks rebounding modestly. The Nasdaq led gains, rising 1.26%, while the S&P 500 closed higher by 0.8%. Tech-heavy shares, including Nvidia, outperformed as investors weighed the strength of AI spending against broader economic uncertainties. Nvidia’s after-hours trading saw a 1.37% increase to $198.31 per share, reflecting confidence in its future performance. The crypto market also saw significant gains, with Bitcoin and Ethereum rising 7% and 12.5%, respectively, ahead of the earnings release.

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Originally published on Decrypt on 2/25/2026