Nvidia (NVDA.O) reported Q4 fiscal 2026 revenue ($68.1 billion) and data center revenue ($62.3 billion) that both exceeded market expectations, and again provided optimistic quarterly revenue forecasts, indicating that large-scale AI computing deployments are still on track. The company stated that Q1 fiscal 2027 sales will reach approximately $78 billion, compared to Wall Street's average expectation of $72.6 billion. CEO Jensen Huang stated in the announcement, "Our customers are racing to invest in AI computing." This forward-looking forecast helps alleviate market concerns about an AI investment bubble. Huang has repeatedly downplayed concerns about the unsustainability of AI hardware spending growth. Wednesday's report provided some evidence that short-term concerns may have been exaggerated. Nvidia shares rose more than 3% in after-hours trading.