💬 Dr. Han (Founder and CEO of Gate)

"Our goal is not just to add a new asset class, but to transform the relationship between users and assets."

Nvidia's Q4 2026 Earnings and Investment Opportunities with Gate xStocks

Nvidia once again exceeded market expectations in its fourth-quarter earnings report, released on February 26, 2026. Total revenue increased 73% year-over-year to $68.13 billion, while GAAP net income jumped 94% to $42.96 billion. GAAP EPS was $1.76, and adjusted EPS was $1.62. Wall Street had expected adjusted EPS of $1.54 and revenue of $66.23 billion; Nvidia outperformed expectations in both areas.

The company's most notable growth was in its data center segment. This segment saw a 93% year-over-year increase in revenue. Revenue from the new Blackwell architecture within the data center reached $11 billion, exceeding the company's own estimates. For the upcoming quarter, Nvidia has provided revenue guidance in the range of $42.1 – $43.9 billion. Analyst consensus is $42.3 billion, placing the company's guidance above that level. The non-GAAP gross profit margin target is set between 70.5% and 71.5%.

Investors should closely monitor that a temporary narrowing of the gross profit margin may occur in the initial stages of the Blackwell exit. However, Nvidia expects margins to improve towards the end of the year as volume increases and cost efficiency improves. The growth of the learning and inference markets, both quantitatively and qualitatively, continues to maintain high predictability for the company.

2025 has been a year of transformation for Nvidia, not only financially but also strategically. The company's total annual revenue reached $187.1 billion, its market capitalization hit $5 trillion, and its global GPU market share rose to 92 percent. R&D spending reached a sector record of $25 billion. In its technology roadmap, the Blackwell Ultra and GB300 Superchip, introduced at GTC 2025, are optimized for the AI reasoning era. The Rubin architecture, expected in 2026, promises twice the speed and higher energy efficiency compared to Blackwell.

At this point, Gate's xStocks division, launched in July 2025, offers investors a completely new access channel. Through Gate xStocks, users can trade dozens of popular stocks, including NVDAX (Nvidia tokenized stock), 24/7. Transactions are conducted with USDT collateral. Spot trading offers zero holding fees, while futures trading allows leverage from 1x to 10x. Gate is the platform that launched the world's first perpetual futures market for tokenized stocks.

Gate xStocks is backed by a 1:1 fully collateralized and independently auditable reserve model. Stock funds are managed in a separate account system from crypto assets. Through partnerships with US-registered brokers and dealers, the platform provides access to over 10,000 stock and ETF assets. According to Gate's founder and CEO, Dr. Han, the goal is "not just to add a new asset class, but to transform the relationship between users and assets."

Two main strategies stand out for investors. Those wishing to invest long-term can buy NVDAX with USDT and hold positions with the advantage of zero holding fees. Those wishing to trade short-term can react instantly to news and post-earnings movements using leverage up to 10x in the 24/7 market. Investing in both crypto assets and tokenized stocks simultaneously with a single USDT balance facilitates portfolio diversification.

Gate continued its strategic transformation rapidly throughout 2025. In June 2025, on its 12th anniversary, it transitioned to a strategy focused on AI and real-world assets. Total reserves were reported as $10.45 billion in May 2025, rising to $10.50 billion in July 2025. During the same period, the number of users exceeded 30 million. Launched in September 2025, Ondo Zone enabled spot trading support for tokenized shares and ETFs. Gate managed to rank among the top 2 in global spot trading volume.

With Gate xStocks' NVDAX, investors can participate in Nvidia's growth story without being tied to traditional market hours, through fractional share options, and at low cost. It should be noted that tokenized shares do not include traditional rights such as dividends and voting rights, and that leveraged trading carries high risk. Investment decisions should be based on personal research and risk tolerance.

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⚠️ Not financial advice.