#英伟达Q4营收增73% A performance superior to expectations in Nvidia's Q4, and by 2026, the AI technology industry chain will remain the most attractive investment market, without a doubt.

Nvidia's revenue for Q4 of fiscal year 2026 was $68.1 billion, a year-on-year increase of 73%, far exceeding market expectations of $65.684 billion. The full-year revenue reached $215.9 billion, a growth of 65%, setting a new record. With Nvidia's financial report released, concerns about the "AI bubble" have been disproved by its strong performance, because companies are the most honest indicators. The world's top four cloud providers—Microsoft, Google, Meta, and Amazon—placed a total order of $600-700 billion with Nvidia in 2026. Even ByteDance announced a procurement expenditure of $14 billion, not including other global companies. Therefore, global spending on AI computing power in 2026 continues to surge!
The current issues in the AI industry chain are not about an AI bubble, but rather about insufficient production capacity. As long as the products are produced, they can be sold, and often at a higher price, because AI large models are increasing in data volume and demanding higher efficiency.
Many people still perceive AI only at the textual application level, but in fact, in the next 5-10 years, AI will revolutionise many industries, such as programming, surgery, mining, infrastructure, combat, manufacturing, maintenance, driving, and healthcare. As AI integrates with humanoid robots, the changes brought by AI will be a disruptive technological revolution following the internet revolution. However, this revolution is particularly deadly because it replaces a large amount of human work, making it a double-edged sword. Therefore, top global companies are all busy and afraid of falling behind, and their expenditure on AI computing power and electricity will be relentless.

By 2026, the AI technology industry chain will undoubtedly ignite the investment market!