Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 February 2026
⏱️ 28 minutes
🧾️ Download transcript
Summary
Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.
The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.
Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items.
For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:
- Bloomberg Tech Co-Host Ed Ludlow
- Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
- Bloomberg Intelligence senior tech industry analyst Mandeep Singh
- Bloomberg Intelligence Senior Technology Analyst Anurag Rana
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The news doesn't stop on the weekends. |
| 0:03.8 | Context changes constantly. |
| 0:05.7 | And now Bloomberg is the place to stay on top of it all. |
| 0:09.0 | Hi, I'm David Gurra. |
| 0:10.0 | Join us every Saturday and Sunday for the new Bloomberg this weekend. |
| 0:13.7 | I'm Christina Rafini. |
| 0:14.6 | We'll bring you the latest headlines, in-depth analysis, and big interviews. |
| 0:18.6 | All the stories that hit home on your days off. And I'm Lisa |
| 0:21.6 | Mateo. Watch and listen to Bloomberg this weekend for thoughtful, enlightening conversations |
| 0:26.3 | about business, lifestyle, people, and culture. On Saturday mornings, we put the past week's |
| 0:31.4 | events into context, examining what happened in the markets and the world. That on Sundays, |
| 0:36.3 | we speak with journalists, columnists, and key political figures to prepare |
| 0:40.1 | you for the week ahead. |
| 0:41.5 | Join us as soon as you wake up and bring us with you wherever your weekend plans take you. |
| 0:45.9 | Watch us on Bloomberg Television. |
| 0:47.7 | Listen on Bloomberg Radio, stream the show live on the Bloomberg business app, or listen to the podcast. |
| 0:52.9 | That's Bloomberg this weekend. |
| 0:54.9 | Saturdays and Sundays starting at 7 a.m. Eastern on February 28th. |
| 0:58.9 | Make us part of your weekend routine on Bloomberg television, radio, and wherever you get your podcasts. Bloomberg Audio Studios Podcasts Radio News. |
| 1:16.3 | This is a breaking news update from Bloomberg. |
| 1:20.4 | Instant reaction and analysis from our 3,000 journalists and analysts around the world. |
| 1:26.5 | Let's go to actually the outlook. First |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.