NVIDIA Announces Financial Results for Fourth Quarter
NVIDIA's financial results for the fourth quarter of fiscal 2026 have set a new benchmark for the semiconductor industry, as the company reported record revenue fueled by surging global demand for artificial intelligence infrastructure. The chipmaker closed the quarter ended January 25, 2026, with revenue of $68.1 billion, marking a 20 percent rise from the previous quarter and a striking 73 percent jump from a year earlier.
That momentum carried through the full fiscal year, with total revenue climbing to $215.9 billion, up 65 percent year over year. The numbers reflect a company riding the accelerating wave of AI adoption across industries, from cloud computing to autonomous systems.
Data Center Dominance Drives NVIDIA Financial Results
The strongest engine behind these NVIDIA financial results was the Data Center business, which generated a record $62.3 billion in quarterly revenue. That figure represents a 22 percent sequential increase and a 75 percent rise from the same period last year. For the full fiscal year, Data Center revenue surged 68 percent to $193.7 billion.
Founder and CEO Jensen Huang described the moment as an inflection point for agentic AI, emphasizing that enterprises are rapidly investing in AI factories to power long-term growth. The company highlighted continued demand for its Blackwell and Rubin platforms, with major cloud providers such as Amazon Web Services, Google Cloud and Microsoft Azure preparing to deploy Rubin-based systems.
Strategic partnerships also expanded during the year. A multiyear collaboration with Meta aims to scale AI infrastructure across on-premises and cloud environments, while alliances with global software and manufacturing leaders are helping accelerate enterprise AI adoption worldwide.
Profitability Strengthens Alongside Revenue Growth
Beyond revenue expansion, profitability metrics further strengthened NVIDIA financial results. Fourth-quarter GAAP gross margin reached 75.0 percent, while non-GAAP gross margin edged slightly higher at 75.2 percent. Operating income rose 84 percent year over year to $44.3 billion, and net income nearly doubled to $42.96 billion.
Diluted earnings per share climbed to $1.76 on a GAAP basis, compared with $0.89 a year ago. For the full fiscal year, GAAP earnings per share reached $4.90, reflecting a 67 percent annual increase.
Operating expenses also grew as the company continued investing heavily in research, development and global expansion. Still, margins remained robust, underscoring pricing power and operational efficiency amid soaring demand for AI compute.
Expanding Across Gaming, Professional Visualization and Automotive
While Data Center led the charge, other segments contributed to the company’s record-setting year. Gaming revenue reached $3.7 billion in the fourth quarter, up 47 percent year over year, supported by strong demand for Blackwell-based GPUs and new AI-powered graphics innovations.
Professional Visualization posted $1.3 billion in quarterly revenue, reflecting exceptional demand for high-performance GPUs tailored to design, simulation and industrial workflows. Meanwhile, Automotive revenue climbed to $604 million in the quarter, as adoption of NVIDIA’s self-driving platforms continued to expand through partnerships with automakers and robotics companies.
These diversified revenue streams illustrate how AI-driven computing is reshaping multiple industries simultaneously.
Shareholder Returns and Fiscal 2027 Outlook
During fiscal 2026, NVIDIA returned $41.1 billion to shareholders through share repurchases and dividends, with $58.5 billion remaining under its authorization at quarter’s end. The company will pay a quarterly dividend of $0.01 per share on April 1, 2026.
Looking ahead, NVIDIA expects first-quarter fiscal 2027 revenue of approximately $78.0 billion, plus or minus 2 percent. Notably, the outlook does not assume any Data Center compute revenue from China. Gross margins are projected to remain near 75 percent, even as the company begins including stock-based compensation expenses in its non-GAAP measures starting in fiscal 2027.
As AI adoption accelerates across enterprises and cloud providers, NVIDIA financial results underscore the company’s pivotal role in powering what it calls the next industrial revolution. With sustained demand for advanced compute platforms and expanding global partnerships, NVIDIA enters fiscal 2027 with momentum that shows little sign of slowing.
