Nebius will use the investment to deploy more than 5 gigawatts of Nvidia systems by the end of 2030, the companies said

Thanks to Nvidia Corp.’s practice of reporting earnings outside of the typical cycle for technology companies, the question of whether the almost $5 trillion company will record strong demand in 2026 had already been safely answered well before its latest announcement on Wednesday.

Investors can tune in for the Nvidia earnings call through the company's investor relations site. The call will take place Feb. 25 at 5 p.m. ET. The company will first release its earnings results on the website around 4 p.m. ET after the stock market closes, and the webcast will follow. The webcast can be accessed here.

Even if they have tremendous numbers, we know the markets are really fickle,” said Ken Mahoney, president of Mahoney Asset Management. After powering the market higher for much of the past few years,

US officials are considering caps on the number of AI accelerators Nvidia Corp. can export to any one Chinese company, which would further constrain the chipmaker’s reentry into a crucial market.

Tech rotation creates opportunity in Nvidia, Broadcom and Microsoft as AI data-centre spending and computing demand continue to surge.

It added to the selloff with a 2% drop on Friday. The two-day drop has erased about $360 billion off its market capitalization. The stock is priced at less than 22 times forward earnings, well below its five-year average of 37 and basically even with the S&P 500’s multiple.

Nvidia's CEO did not hold back on the company's plans regarding a key AI investment.