Nvidia Earnings Beat Lifts AI Crypto Tokens and Stocks
Nvidia (NVDA) just crushed expectations, and AI Crypto coins reacted.
The chip giant posted $68.1 billion in quarterly revenue, up 73% year over year, lighting up equity markets. But the reaction was not limited to stocks. AI-linked crypto tokens like Bittensor (TAO) and Internet Computer (ICP) jumped alongside the news.
That raises the obvious question. Why does a chipmaker’s earnings report send decentralized AI tokens ripping higher?
Why Nvidia’s Numbers Move Crypto Markets
To see why a stock can move a token, look at how capital flows.
Investors now bundle AI stocks and AI crypto into the same “future tech” trade. When optimism hits the AI sector, it lifts the whole basket. Nvidia becomes a proxy for the industry’s health.
Nvidia $NVDA does it again
pic.twitter.com/21FvkGyOA7
— Barchart (@Barchart) February 25, 2026
When Nvidia beats earnings, it signals that demand for AI compute is still surging. That sparks a risk-on reaction. Traders rotate into AI-themed tokens, betting that growth in centralized compute will eventually spill into decentralized networks.
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TAO, ICP, and Stocks: The Tokens Leading the Rally
The reaction was instant.
Nvidia jumped in after-hours trading, but AI-linked tokens like Bittensor (TAO) and Internet Computer (ICP) moved even harder. Bitcoin held near $69,000, but the real volatility showed up in the AI-crypto corner.
Why TAO and ICP? They are marketed as a decentralized AI infrastructure. When Jensen Huang says AI demand is only accelerating, traders treat it as validation for any protocol tied to compute, data, or on-chain AI coordination.
$ICP – wow this is a good one – the Internet computer will now allocate 20% of revenue to $ICP burns
With mission 70 now in place and now add in another 20% of revenue to burns this will sky rocket fast
You are not bullish enough!!! pic.twitter.com/K5MbSv6Pjf
— icp.icp (@juicyuceyy) February 26, 2026
The numbers were strong across the board. Revenue beat. EPS beat. Guidance beat. That reinforces the idea that AI growth is not slowing.
The bigger shift is narrative. AI stocks and AI tokens are increasingly trading as one thematic basket. When traditional tech confirms demand, crypto AI gets speculative beta. Some argue Nvidia pulls capital away from crypto. But right now, the relationship looks more complementary than competitive.
As long as the market believes AI and blockchain will converge, this correlation is likely to stick.
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The post Nvidia Earnings Beat Lifts AI Crypto Tokens and Stocks appeared first on 99Bitcoins.
