Samsung is printing so much money it could beat NVIDIA next
Samsung is expected to outclass NVIDIA in profits next year despite a smaller market cap. The company just posted earnings guidance for Q1 2026, estimating operating profit of nearly $42 billion in a single quarter. That’s a 755% jump over the same period last year.
We just reported that Samsung made more money in one quarter of 2026 than it did in the entire year of 2025. The memory chip market has been building toward something like this for a while; HBM demand exploded and AI infrastructure build-outs accelerated.
Every hyperscaler on the planet needed more memory, faster, and Samsung is the company that makes the stuff the entire industry runs on. KB Securities (via Jukan) projects Samsung’s full-year operating profit at $221 billion in 2026, and the 2027 projection sits at $330 billion.
KB Securities’ 2027 forecast for NVIDIA falls below $330 billion. If Samsung hits that target, it becomes the most profitable company on the planet by operating income, and it would do it while carrying a market capitalization that’s roughly 19% of NVIDIA’s.
Analysts tracking the memory cycle believe it hasn’t peaked. We’re sitting at the midpoint, with prices still having room to climb. Samsung’s own guidance suggests the company knows it.
The most profitable company in the world might not be the one building the AI future. It might be the one quietly selling the memory it runs on, and that should make Big Tech a little uncomfortable.
Bookmark this. KB Securities expects Samsung to make more money than Nvidia next year. pic.twitter.com/KNlDOG3gEd
— Jukan (@jukan05) April 8, 2026
The post Samsung is printing so much money it could beat NVIDIA next appeared first on Sammy Fans.























