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NVIDIA (NVDA) Q4 2026 Earnings Call Transcript | The Motley Fool

NVIDIA (NVDA) Q4 2026 Earnings Call Transcript

www.fool.com

RISKS

• Ongoing supply constraints for advanced architectures, with supply expected to remain tight despite increased inventory and purchase commitments.
• Uncertainty regarding future revenue from China, as approvals have not yet translated to recognized sales and regulatory conditions remain unresolved.
• Colette Kress noted, "we expect supply constraints to be the headwind to Gaming in Q1 and beyond."

 

[LordCBH]

Supply difficulties that Nvidia caused, by the way.

 

[Magic-DEI-Hire]

Hey Nvidia:

 

[Rentahamster]

No shit lol

 

[videogamedude]

oh no we're running out of snake!

 

[winjer]

Sorry to repeat myself again, but the AI crash can't come soon enough...

 

[pqueue]

it's ok.

when they turn their focus back to the consumer market in 2-3 years, every idiot raging at the current situation will line up to buy the newest models anyways regardless of the price like the beaten wives that they are.

all forgiven.

 

[MMaRsu]

Sorry to repeat myself again, but the AI crash can't come soon enough...

What crash

 

[DenchDeckard]

They are genuine liars. Like, genuine.

 

[Simpdimples]

 

[HerjansEagleFeeder]

At some point the data centers will be saturated with hard drives, and even the dumbest CEO will realize that these models won't magically become sentient and write your doctoral thesis by just throwing more computing power at them.

 

[PeteBull]

 

[diffusionx]

nvidia asking itself who did this

 

[Hudo]

I am tired, boss.

 

[wolffy66]

At some point the data centers will be saturated with hard drives, and even the dumbest CEO will realize that these models won't magically become sentient and write your doctoral thesis by just throwing more computing power at them.

They might tho

 

[Guilty_AI]

At some point the data centers will be saturated with hard drives, and even the dumbest CEO will realize that these models won't magically become sentient and write your doctoral thesis by just throwing more computing power at them.

Not even that, the biggest risk here is that at any point new tech can appear that can't be properly employed with the current structure of all these datacenters, rendering all these investments void. Companies are really jumping the gun too soon here.

 

[Hadoukens]

If this stuff hasn't already pissed you guys off I know what will lol...

A company I worked for, whenever there's a hardware refresh, has their computers, not donated, not sold, but destroyed. I wouldn't be surprised if something like that happens with these AI companies too.

 

[Stitch]

Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion

Nvidia says it raked in $193.7 billion in annual data center revenue over the last year, while gaming brought in $16 billion

Priorities, etc.

www.pcgamer.com

 

[OLED_Gamer]

"We don't want to allocate wafers to you gamers."

- Nvidia

 

[Fess]

This is beyond stupid. The supply difficulty is literally caused by themselves.

 

[JMZ555]

My 1080ti died few days ago.....Grim times

 

[StereoVsn]

Dear Nvidia,

 

[Stuart360]

My 1080ti died few days ago.....Grim times

You can still get RTX5070's on Amazon in the 500-550 range. 3 fan versions too. I have been watching them and they havent gone up in price since this whole vram issue started, for some reason.

 

[cinnamonandgravy]

"We don't want to allocate wafers to you gamers."

- Nvidia

if nvidia wanted to, they could use "lesser" fabs for gaming chips, like intel or samsung, since TSMC is pretty much already maxed out with nvidia AI chips.

seems its just not worth the effort considering how much money theyre making off AI stuff.
guess theyre really 1000% on AI right now... surprised their B team, or even C or D team, isnt making gaming GPUs with other fabs.