Nvidia reports $68.1B revenue as Meta sees 24% revenue jump

Key Takeaways

• Nvidia reported $68.1 billion in Q4 fiscal year 2026 revenue, a 73% year-over-year increase, with CEO Jensen Huang projecting over $1 trillion in data center product revenue by 2027.
• Meta Platforms, despite an AI model Avocado launch delay, holds an attractive valuation at 21 times forward earnings, with AI improvements boosting Q4 2025 revenue by 24%.
• Tesla announced the multi-billion dollar Terafab initiative with xAI and SpaceX to build an AI chip plant, but faces a stock downgrade to $150 due to AI competition from Nvidia and Microsoft.
• Datacenter construction surpassed office construction in January 2026, adding 75,000 jobs, driven by AI infrastructure demands.
• IBM reported 8% revenue growth in 2025, anticipating 5% growth this year, and partnered with Nvidia for its watsonX platform.
• AMD shares declined despite potential orders for 10,000 MI355 AI accelerators from South Korean startup Upstage.
• Gimlet Labs raised $80 million to optimize AI inference, partnering with NVIDIA, AMD, and Intel to improve workload efficiency by 3x to 10x.
• Eclypsium secured $25 million to enhance security for AI infrastructure, including NVIDIA-based GPU servers.
• Air Street Capital raised $232 million for targeted investments in the AI sector.
• ChatGPT Pro costs $20/month, offering priority access, faster responses, higher message limits, and full access to advanced tools like DALL-E 3 and custom GPTs, making it valuable for professionals despite free alternatives like GPT-4o.

Top AI Stocks Nvidia and Meta Platforms for 2026

Nvidia, the world's largest public company, shows strong revenue growth with $68.1 billion in Q4 fiscal year 2026 and a 73% year-over-year increase. CEO Jensen Huang expects over $1 trillion in data center product revenue by 2027. Meta Platforms, despite a delay in its AI model launch, offers an affordable valuation at 21 times forward earnings. Meta's AI improvements boosted its ads business, leading to a 24% year-over-year revenue increase in Q4 2025. Both companies demonstrate impressive growth, strong margins, and reasonable valuations, making them attractive long-term investments.

Nvidia and Meta Platforms: AI Investment Stars for 2026

Nvidia, the world's largest public company, reported $68.1 billion in revenue for its 2026 fiscal year's fourth quarter, a significant year-over-year increase. The company also achieved a 75% gross margin in that quarter, with expectations for substantial data center product revenue through 2027. Meta Platforms recently delayed an AI model launch but maintains a lower forward earnings valuation than Nvidia. The company's AI advancements have positively impacted its ad business, contributing to record revenue.

Nvidia and Meta: Top AI Stocks for Long-Term Investment in 2026

Nvidia, the world's largest public company, reported strong revenue growth, reaching $68.1 billion in Q4 fiscal year 2026, a 73% increase year-over-year. CEO Jensen Huang anticipates over $1 trillion in data center product revenue by 2027. Meta Platforms faced a delay with its AI model Avocado but remains attractively valued at 21 times forward earnings. Meta's AI improvements significantly boosted its ads business, resulting in an 18% increase in ad impressions and a 24% year-over-year revenue jump in Q4 2025. Both companies offer strong growth, margins, and reasonable valuations for long-term investors.

Nvidia and Meta: Top AI Stocks for Long-Term Investment in 2026

Nvidia, the world's largest public company, reported strong revenue growth, reaching $68.1 billion in Q4 fiscal year 2026, a 73% increase year-over-year. CEO Jensen Huang anticipates over $1 trillion in data center product revenue by 2027. Meta Platforms faced a delay with its AI model Avocado but remains attractively valued at 21 times forward earnings. Meta's AI improvements significantly boosted its ads business, resulting in an 18% increase in ad impressions and a 24% year-over-year revenue jump in Q4 2025. Both companies offer strong growth, margins, and reasonable valuations for long-term investors.

Is ChatGPT Pro Worth It in 2026? A Deep Dive

In 2026, powerful AI is a utility, and with free models like GPT-4o, the $20/month ChatGPT Pro cost is a key question. The value shifts from raw capability to specialized tools and reliability. While the free version offers strong performance for daily tasks, Pro provides priority access, faster responses, and significantly higher message limits. Pro users gain full access to advanced tools like DALL-E 3, Browsing, and Advanced Data Analysis, plus the ability to create custom GPTs. This makes Pro a worthwhile investment for professionals needing consistent, high-level AI performance.

Is ChatGPT Pro Worth It in 2026? A Deep Dive

In 2026, powerful AI is a utility, and with free models like GPT-4o, the $20/month ChatGPT Pro cost is a key question. The value shifts from raw capability to specialized tools and reliability. While the free version offers strong performance for daily tasks, Pro provides priority access, faster responses, and significantly higher message limits. Pro users gain full access to advanced tools like DALL-E 3, Browsing, and Advanced Data Analysis, plus the ability to create custom GPTs. This makes Pro a worthwhile investment for professionals needing consistent, high-level AI performance.

Tesla Plans AI Chip Plant Amid Stock Concerns

Tesla's stock rose 3.5% on March 23, 2026, following CEO Elon Musk's announcement of the Terafab initiative, a joint venture with xAI and SpaceX to build a semiconductor plant for AI chip production. This project requires a multi-billion dollar investment. However, the stock faces headwinds, including an analyst downgrade to sell with a $150 price target due to AI competition concerns from Nvidia and Microsoft. Additionally, reports highlight slowing delivery growth and increasing EV market competition, alongside mounting regulatory probes.

Tesla Stock Plunges to $150 on AI Competition Fears

Wedbush analyst Dan Ives downgraded Tesla stock to neutral from outperform, slashing the price target to $150 from $240 due to concerns about its AI competitiveness against Nvidia and Microsoft. Ives cited the need for Tesla to show a clearer path to monetizing its AI capabilities. The downgrade also considered slowing delivery growth and intensifying EV market competition. Despite these challenges, Tesla remains a strong EV player with loyal customers, but the analyst believes its current valuation is unsustainable.

IBM Stock Offers Steady AI and Quantum Growth Over Navitas

While Navitas Semiconductor saw a 376% stock surge last year due to a partnership with Nvidia for AI data centers, analysts predict its stock price may decline. IBM, in contrast, offers a more stable investment focused on AI consulting via its watsonX platform and quantum computing. IBM reported 8% revenue growth in 2025 and anticipates 5% growth this year, with strong margins and cash flows. IBM also recently partnered with Nvidia for its watsonX platform and acquired Confluent to enhance data streaming for AI models, positioning it for consistent long-term success.

Air Street Capital Raises $232 Million for AI Investments

London-based investor Nathan Benaich's firm, Air Street Capital, has raised $232 million. The firm focuses on speed and targeted investments to achieve returns in the AI sector. This funding will enable Air Street Capital to pursue promising AI opportunities and support innovative companies within the rapidly evolving artificial intelligence landscape.

Eclypsium Secures $25 Million for AI Infrastructure Security

Eclypsium has raised $25 million, led by PEAK6 Strategic Capital, to enhance security for AI infrastructure. The funding will expand its platform to protect critical hardware, including NVIDIA-based GPU servers, edge devices, and network appliances. Eclypsium's technology addresses supply chain security for IT infrastructure, building cyber resilience against sophisticated threats. This investment supports the growing need for trust in hardware as organizations accelerate AI adoption across sectors like finance, government, and AI data centers.

Datacenter Construction Booms, Outpacing Office and Home Building

Datacenter construction has surpassed office construction for the first time, adding approximately 75,000 jobs in January 2026, according to a16z data. This surge is driven by the physical infrastructure needs of the AI era, contrasting with declines in residential and general commercial construction. Remote work and AI automation are reducing office space demand, while datacenter construction is booming to support AI development. This shift highlights the growing importance of server farms in the economy.

Gimlet Labs Raises $80 Million for AI Inference Optimization

Startup Gimlet Labs has raised an $80 million Series A, led by Menlo Ventures, to solve the AI inference bottleneck. The company's software orchestrates AI workloads across diverse hardware, improving efficiency by 3x to 10x for the same cost. Gimlet Labs partners with chip makers like NVIDIA, AMD, and Intel to optimize AI model performance. Their solution targets large AI model labs and data centers, aiming to make AI workloads significantly more efficient.

AMD Stock Slips Despite AI Chip Orders in Korea

Advanced Micro Devices (AMD) shares declined premarket on March 23, 2026, as traders overlooked news of potential AI chip orders from South Korean startup Upstage. Upstage is in talks to purchase 10,000 MI355 AI accelerators, aiming to diversify from Nvidia chips. AMD's stock has faced pressure since a soft forecast in early February. Despite a recent memory chip deal with Samsung, overall sentiment remains bearish due to market volatility and supply chain concerns.

Sources

• My Top 2 AI Stocks to Buy for 2026 (and Hold for Years)
• AI Investment Analysis: Nvidia and Meta Platforms Highlighted for Growth Potential in 2026
• My Top 2 AI Stocks to Buy for 2026 (and Hold for Years)
• My Top 2 AI Stocks to Buy for 2026 (and Hold for Years)
• Vale a Pena o ChatGPT Pro em 2026? Uma Análise Aprofundada das Suas Funcionalidades
• ¿Vale la Pena ChatGPT Pro en 2026? Un Análisis Profundo de Sus Características
• Stock Market Today, March 23: Tesla Rises on Joint Venture Plans to Build a Semiconductor Plant for AI Chip Production
• Long-time Tesla bull flips to sell, sees stock plunging to $150 amid AI concerns
• Navitas Semiconductor Is Flashy. This Boring AI Stock Might Make You More Money.
• Solo investor Air Street raises $232mn to chase hot AI bets
• Eclypsium raises $25m to expand AI infrastructure security
• Datacenter Construction Jobs Are Outpacing Office And Home Construction Jobs: a16z Data
• Startup Gimlet Labs is solving the AI inference bottleneck in a surprisingly elegant way
• AMD Stock Slips Premarket: Traders Shrug Off Fresh AI Chip Orders In Korea