CEO Jensen Huang keynote Blackwell Vera Rubin

At Nvidia’s annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027. Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia’s earnings report…

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Why the CPU is taking center stage

Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc Ganley | CNBC Nvidia‘s graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence has brought on a renaissance for its more modest host chip, the central processing unit….

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Nvidia (NVDA) earnings report Q4 2026

Nvidia reported better-than-expected fiscal fourth-quarter results on Wednesday, driven by 75% revenue growth in its core data center business. The stock rose about 2% in extended trading. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share: $1.62 adjusted vs. $1.53 estimated Revenue: $68.13 billion vs. $66.21 billion estimated…

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