NVIDIA reported record Q4 FY2026 revenue of $68.1 billion, up 73 % year over year, with full fiscal 2026 revenue hitting $215.9 billion, up 65 %, driven by massive AI data center growth.
NVIDIA just dropped its financial results for the 4th quarter and the full fiscal year 2026, and the numbers are massive.
The company brought in a record $68.1 billion in revenue for the quarter that ended on January 25, 2026. That figure jumped 20% from the 3rd quarter and soared 73% compared to the same period a year earlier.
For the entire fiscal year, according to reports, revenue reached $215.9 billion, which represents a solid 65% increase over fiscal 2025.
The real powerhouse behind these gains continues to be the data center segment. It made another record, pulling in $62.3 billion during the 4th quarter alone. That was up 22% from the prior quarter and 75% from a year ago.
Whereas, over the full year, data center revenue climbed to $193.7 billion, growing 68 %. This part of the business now makes up the vast majority of NVIDIA’s sales, fueled by huge demand for AI chips and infrastructure from big cloud providers and enterprises.
CEO Jensen Huang captured the mood perfectly when he talked about how computing demand keeps exploding.
He pointed out that the shift toward agentic AI has truly kicked in, with customers rushing to build out massive AI factories.
Likewise, he highlighted products like Grace Blackwell, which delivers much lower costs for running inference, and the upcoming Vera Rubin platform that promises even bigger improvements.
Partnerships announced during the period, including major deals with Meta, AWS, Google Cloud, Microsoft Azure, and others, show how deeply NVIDIA is embedded in this wave.
Beyond data center strength, other segments showed nice progress, too. Gaming revenue came in at $3.7 billion for the quarter, up 47% year over year, even though it dipped a bit sequentially after the holiday rush.
Full-year gaming hit $16 billion, up 41%. Professional visualization reached $1.3 billion in the quarter, surging 159 % from last year thanks to strong Blackwell uptake, and the full-year total was $3.2 billion.
Automotive stayed smaller at $604 million for the quarter but grew steadily, reaching $2.3 billion for the year.
Profitability looked strong as well, with GAAP gross margin for the quarter standing at 75 %, while non-GAAP was 75.2 %. Earnings per diluted share came in at $1.76 on a GAAP basis and $1.62 non-GAAP.
For the full year, GAAP EPS was $4.90 and non-GAAP $4.77. The company returned $41.1 billion to shareholders through buybacks and dividends during fiscal 2026, and it still has $58.5 billion left on its repurchase authorization.
Looking ahead, NVIDIA guided for first quarter fiscal 2027 revenue of $78 billion, plus or minus 2 %. That assumes no meaningful data center sales from China.
Gross margins are expected to be around 75 %, and the company noted it will start including stock-based compensation in non-GAAP measures going forward to better reflect its compensation approach.
These results emphasize how NVIDIA remains at the center of the AI revolution. Demand shows no signs of slowing, with new platforms and open models rolling out to support everything from agentic workflows to robotics and drug discovery.
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