Nvidia waka pass Q4 estimate, raise AI guidance — bitcoin and AI-linked crypto tokens dey rally
Nvidia report say dem deliver pass wetin pipo expect and dem give confident AI guidance wey push crypto markets up. Dem post Q4 revenue of $68.1B and adjusted EPS $1.62, because data‑center revenue reach record $62.3B (up 75% YoY). Dem guide say Q1 revenue near $78B, well above analysts’ forecasts, and dem repeat say demand for GPUs for AI infrastructure strong. The upbeat report and conference‑call outlook carry bitcoin reach session highs (~$69,500) and support gains for AI‑focused crypto tokens like TAO and ICP. Publicly traded bitcoin miners and mining‑related stocks wey get AI or high‑performance computing exposure — including IREN, CIFR and WULF (and miners wey dem mention before like Cipher Mining) — rally or small increase after market as companies announce AI hosting deals and GPU upgrades. Earlier coverage still note say mining revenue dey volatile and jurisdiction moves (e.g., Kazakhstan easing crypto rules) fit affect mining operations. Traders suppose dey watch Nvidia conference call and guidance for signs if GPU demand go stay and AI data‑center go expand; those things go affect BTC flows into mining stocks and AI crypto tokens and fit change short‑term volatility and sector rotation.
Bullish
Nvidia wey beat expectation and give strong AI guidance dey bullish for bitcoin for short term because e show say demand for AI GPUs and data-center capacity dey accelerate. That demand dey support sentiment around AI-linked crypto tokens and e dey increase investors interest for miners wey dey pivot to AI hosting or upgrade to H100/Blackwell GPUs. For history, big upside for tech sector wey connect to infrastructure growth dey attract risk-on flows into crypto, wey dey lift BTC and related tokens. Short-term effects: higher volatility and possible intraday BTC rallies as traders reprice exposure and rotate into AI-focused miners/tokens. Mid-to-long term: steady high GPU demand and cloud AI contracts fit sustain capital flows to infrastructure providers (including miners wey diversify to AI hosting), supporting higher valuations for AI-linked crypto projects and miner equities — as long as macro and on-chain fundamentals remain stable. Risks wey fit reduce the bullish case include disappointment on future Nvidia guidance, slower-than-expected AI capex, regulatory headwinds for crypto mining, or broader risk-off market sell-off.