Nvidia is scheduled to announce its fourth quarter results from last year (November 2025 ~ January 2026) around 7 a.m. Korean time on the 26th.
Nvidia's revenue is expected to increase 67% year-over-year to $65.6 billion (approximately 95 trillion won). Nvidia's earnings per share (EPS) forecast is estimated at $1.52, an increase of approximately 71% year-over-year. As concerns about overinvestment in AI emerge, attention is focused on whether Nvidia's performance can allay skepticism about the AI industry.
Some argue that Nvidia's future outlook to be announced is more important than the actual performance figures. If Nvidia CEO Jensen Huang clarifies the shipping timeline for the next-generation chip 'Blackwell' and confirms strong demand from customers, it is believed that the AI theme, which has been sluggish, could lead the market again.
