#英伟达Q4营收增73% Nvidia exceeds expectations in Q4 performance. By 2026, the AI technology industry chain will still be the most attractive investment market, without a doubt.

Nvidia's revenue for Q4 of fiscal year 2026 is $68.1 billion, a year-on-year increase of 73%, far surpassing market expectations of $65.684 billion. The full-year revenue reaches $215.9 billion, a 65% increase, setting a new record high. As Nvidia's earnings are announced, concerns about the "AI bubble" have been disproved by its strong performance, because the health of companies is the most honest indicator. The world's top four cloud service providers—Microsoft, Google, Meta, and Amazon—placed a total order of $600-700 billion with Nvidia in 2026. Even ByteDance has committed $14 billion in procurement expenses, not including other global companies. Therefore, global spending on AI computing power in 2026 continues to surge!
The current issues in the AI industry chain are not about an AI bubble but about insufficient production capacity. As long as products are produced, they can be sold, and often at higher prices, because AI large models are increasing in data volume and demanding higher efficiency.
Many people still perceive AI only at the text application level, but in reality, AI will revolutionize many industries in the next 5-10 years, such as programming, surgery, mining, infrastructure, combat, manufacturing, maintenance, driving, and healthcare. Once AI is integrated with humanoid robots, the changes brought by AI will be a disruptive technological revolution following the internet revolution. However, this revolution is particularly deadly because it replaces many human jobs, making it a double-edged sword. Therefore, top global companies are all busy and afraid of falling behind, and their investments in AI computing power and electricity will be relentless.
In 2026, the AI technology industry chain will undoubtedly ignite the investment market!