Revenue: $14.58 B vs. $13 B expected, up 161% YoY ✅
EPS: $0.35 vs. $0.16 expected, up 197% YoY ✅
The Super Intelligence segment generated $7.6 billion in revenue, up 830% YoY and now making up over half (52%) of total company top-line revenue.
Management issued Q1 2027 revenue guidance of $33–$37 billion, anchored by plans to add 10 gigawatts of compute capacity throughout 2027.
This is bullish 📈
#EarningsSeason
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