Nvidia (NASDAQ: NVDA) just reported record-breaking earnings, delivering $68.13 billion in Q4 revenue — up 73% year-over-year — driven by $62.3 billion in Data Center revenue.<br /><br />Key points from Nvidia’s earnings and outlook:<br /><br />• Q4 revenue: $68.13B (record)<br />• Data Center revenue: $62.3B<br />• Q1 revenue guidance: ~$78B<br />• Stock up 46% over the past year<br />• Rosenblatt raises price target to $300<br />• Analyst Gene Munster warns ~70% of revenue may come from just 8 companies<br /><br />Nvidia’s hyperscaler customers account for more than half of Data Center revenue, raising questions about long-term revenue concentration risk.<br /><br />At time of recording, NVDA is trading around $186 at the time of recording.
