Golden Finance reported that Nvidia's quarterly revenue increased significantly, exceeding Wall Street expectations due to the surge in demand for Nvidia's AI-specific chips. The company's Q4 fiscal year 2025 revenue increased by 78% year-on-year to US$39.3 billion, up from the market's expectations of about US$38 billion. Nvidia said it expects revenue in the first quarter of fiscal 2026 to be $43 billion, roughly in line with Wall Street's expectations of about $42 billion. Nvidia CEO Jensen Huang said the demand for Blackwell is amazing because inference artificial intelligence adds another law of expansion - adding training computing to make models smarter, and adding long-term thinking computing to make answers smarter. Nvidia's stock price once rose by more than 3.5% after the U.S. stock market.