The biggest headline was the commentary provided by Jensen Huang during the call with analysts with respect to the release of DeepSeek late last month. While many investors hit the panic button, the chief executive explained that developments of this nature would increase demand for Nvidia's processors, not reduce it.

Nvidia reported earnings for Q4 2025, reassuring investors that its future looks as bright as ever. The artificial intelligence (AI) leader didn’t post earnings for the quarter until weeks after its Magnificent 7 peers.

CEO Jensen Huang is already looking beyond the hype. A.I.’s next phase will be “physical A.I.,” he said during Nvidia’s fourth-quarter earnings call yesterday (Feb. 26). Physical A.I. is a form of A.I.