Key Highlights of Nvidia Q4 Financial Report

CEO Jensen Huang put forward a market-shaking assertion: "Compute equals revenues." By 2026, every watt of electricity used to generate tokens will have been "monetized in USD," and inference performance will directly determine the profitability of cloud service providers.2. Vera Rubin platform to enter mass production in the second half of the year, with technological leaps that are unfazed by "chiplet" competition.Following Blackwell, the next-generation Vera Rubin platform has already provided samples to clients and is expected to enter mass production in the second half of 2026. Its inference cost is 10 times lower than Blackwell. Jensen Huang openly mocked competitors, saying their architectural efficiency is constrained by the "Dielet tax" (latency and power consumption caused by interfaces), while Nvidia maintains an astonishing 75% gross margin through extreme monolithic chip design.ExpandRelated articles:Nvidia earnings call: Jensen Huang proclaims the agent AI inflection point has arrived, "inference equals revenues," optimistic about future space data centers