NVIDIA Achieves Record Quarterly Revenue, Up 75% Year-Over-Year, Driven by Data Center Business
NVIDIA announced its financial results for the fourth quarter and full year of fiscal year 2026. Revenue for the fourth quarter ending January 25, 2026, reached a record high of $68.1 billion (approximately 10.6 trillion yen).
NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026 | NVIDIA Newsroom
Nvidia has another record quarter amid record capex spends | TechCrunch
NVIDIA's fourth-quarter fiscal year 2026 revenue was $68.1 billion, a 20% increase from the previous quarter and a 73% increase from the same period last year. Of this, $62.3 billion (approximately 9.7 trillion yen) came from its data center business, whose revenue increased 75% from the same period last year. NVIDIA attributes this performance to 'leading key platform transitions such as accelerated computing and AI.'
The next largest segment was gaming, with sales up 47% year-over-year to $3.7 billion (approximately 600 billion yen). NVIDIA noted that 'demand for the Blackwell architecture was strong.'
Sales for the full fiscal year 2026 were $215.9 billion (approximately 33.7 trillion yen), up 65% from the same period last year.
NVIDIA expects its revenue to reach $78 billion (12.2 trillion yen) in the first quarter of fiscal 2027. While the company has recently been permitted to export semiconductors to China following
'We have received government approval for a small amount of H200 products for a China-based customer, but we have not yet generated any sales and do not know whether imports into China will be permitted,' said Colette Kress, Nvidia's chief financial officer.
CEO Jensen Huang said, 'Computing demand is growing exponentially and we have reached a tipping point for agent-based AI. Global token demand is growing completely exponentially. I think we've all seen it. Even six-year-old GPUs on the cloud are completely used up and prices are rising. Our customers are racing to invest in AI computing, which is the factory that will power the AI industrial revolution and future growth.'
Huang also mentioned the company's plans to invest in OpenAI during the investor call, saying, 'We continue to work toward a partnership agreement with OpenAI and believe we are close to reaching an agreement.' Huang also addressed concerns about the sustainability of technology companies' capital expenditures, saying he believes the compute investments will soon pay dividends.
Related Posts:
in Note, Posted by log1p_kr