Chip Giant

Nvidia reported robust fiscal 2026 Q4 results, with revenue up 73% year-over-year to $68.13 billion, exceeding analyst expectations. The company issued strong guidance for the current quarter, signaling continued AI momentum. Despite prior rallies, the market showed a muted reaction to the news. Nvidia anticipates significant growth with its upcoming Blackwell and Rubin chip generations, projecting over $500 billion in opportunity. Gross margins remain resilient, supported by performance leaps. The Data Center segment drove growth, with strong demand for both new and older AI chips.

AMD is actively hiring, prioritizing candidates with a demonstrated embrace of AI technology. CEO Lisa Su clarified that the chip giant is not slowing hiring due to AI, but rather seeking “AI forward” talent to enhance productivity. This strategy positions AMD to capitalize on the AI revolution, integrating the technology across its operations and viewing it as an augmentation of human capabilities. Despite broader concerns about AI’s impact on employment, AMD is committed to staying at the forefront of innovation.