NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, who said demand is strong.

NVIDIA CEO Jensen Huang speaks during a press Q&A during NVIDIA GTC in San Jose, California on March 19. Image: Megan Crouse/TechRepublic eWEEK content and product recommendations are editorially independent.

Nvidia faces more competition in inference compute.

Nvidia CEO Jensen Huang is more bullish about Nvidia's sales than ever, despite a market panic last month induced by China's DeepSeek.

During their latest earnings call, Jensen Huang kept bringing up DeepSeek's newfound AI and semiconductor company in conjunction with Nvidia's record sales. Sti

Nvidia’s total market value as of the close Wednesday, before the release of its earnings report. That’s second in the S&P 500 behind Apple ($3.611 trillion). Microsoft is third with a market value just below $3 trillion ($2.972 trillion). Two years ago, Nvidia’s market value was below $600 billion.

Nvidia has managed to exceed lofty expectations yet again, with the chip behemoth’s fourth-quarter results beating Wall Street’s forecasts as management also offered bullish guidance. Nvidia earnings are a bellwether for the entire gen AI trade.

Follow here for news and analysis of Nvidia's fourth-quarter earnings report, call with management, and stock reaction.