NVIDIA has announced its record-breaking Q4 and full-year 2026 results, driven by its AI infrastructure business and its data center growth. The company has seen a record revenue of $68.1 billion in Q4 FY 2026, an increase of 73% year over year and 20% sequentially, driven by its AI business.
GAAP net income surged to $42.96 billion in Q4, reflecting high operational leverage amid record sales. The company has seen a record increase in its profitability due to its cost management and its efficient business model. The company’s data center business has played a crucial role in its accelerated growth during this period.
Fiscal 2026 Revenue Hits $215.9 Billion
The company’s data center business has seen a 75% increase in year-over-year revenue, amounting to $62.31 billion in Q4 FY 2026. The segment now accounts for more than 90% of its revenue. Investment in AI computing, high-performance GPUs, and enterprise cloud infrastructure continues to fuel the company’s leading market position in accelerated computing.
For the full fiscal year 2026, NVIDIA reported revenue of $215.9 billion, a 65% increase over the revenue reported in 2025. The consistent growth can be attributed to the increasing adoption of AI workloads, next-generation GPU rollouts, and further global enterprise integration. All segments reported record revenue, demonstrating NVIDIA’s strategy for balanced growth across its operating divisions.
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NVIDIA Projects Revenue Growth of $78 Billion
NVIDIA projects revenue for fiscal Q1 2027 to be around $78.0 billion, with a margin of error of 2%, and a non-GAAP gross margin around 75.0%. NVIDIA is set to continue with its dominance in the high-performance computing and data center acceleration markets. Shareholders benefited from the $41.1 billion stock buybacks and dividends paid during the fiscal year 2026.
NVIDIA also added $19 billion to its cash reserves, which now amount to $62.5 billion. The company’s strategy for financial discipline is set to continue, providing the company with the resources it needs to expand its operating divisions in the AI space.
NVIDIA’s 12th consecutive quarter of revenue growth is a testament to the company’s accelerating dominance in the global computing and AI technology markets. NVIDIA reported Q4 FY26 revenue, which exceeded the company’s internal projections. With record revenues and robust guidance, the company continues to solidify its position as a dominant player in global computing and AI technology markets.
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