Nvidia Faces $80 Billion Revenue Test as Fed Minutes and UK Inflation Loom
Updated
Updated · XTB · May 15
Nvidia Faces $80 Billion Revenue Test as Fed Minutes and UK Inflation Loom
8 articles · Updated · XTB · May 15
$80 billion in Nvidia quarterly revenue is the market’s unofficial bar next week, above a consensus above $78 billion, with investors also watching guidance on Vera Rubin AI chips and expected EPS of $1.75.
US inflation running hotter than expected has already shifted rate expectations, lifting the dollar, reviving bets on one more Fed hike by year-end and pushing July Brent crude above $110 a barrel.
Fed minutes now become the key read for gold after the metal corrected more than $200, with traders looking for how deep FOMC hawkishness runs amid the highest internal dissent since the 1990s.
UK CPI, labor data, PMIs and retail sales could jolt sterling, as markets see little chance of a Bank of England hike in June but fully price one by July.
The data-heavy week lands as Big Tech has driven US indexes to repeated records, yet several Magnificent Seven stocks still trade below their all-time highs and geopolitical strains remain unresolved.
A new Fed chair, global conflict, and high inflation. Is the world economy heading for a perfect storm?
The Magnificent Seven have lost trillions from their peak. Is the AI-fueled market rally officially over?
With US-China tensions unresolved, is the world's supply of advanced computer chips now at greater risk?
Nvidia’s Record $62.3B Q4 Data Center Revenue: AI Leadership, Economic Risks, and Strategic Outlook for 2026
Overview
Nvidia achieved record Data Center revenue of $62.3 billion in Q4 FY2026, marking a 22% increase from the previous quarter and a 75% rise year-over-year. This strong growth was driven by major shifts toward accelerated computing and AI, positioning Nvidia as a leader in these markets. For the full fiscal year, Data Center revenue reached $193.7 billion, up 68%. Nvidia also introduced the NVIDIA Rubin platform, featuring six new chips that significantly improve AI inference and reduce costs. Leading cloud providers plan to adopt this technology, highlighting Nvidia’s growing industry influence and innovation.