On February 25, NVIDIA released its financial results for the fourth quarter of fiscal year 2026. The company reported a record-breaking quarterly revenue of $68.1 billion, representing a 73% year-over-year increase. For the full fiscal year 2026, revenue reached $215.9 billion (up 65% YoY), with GAAP net income soaring to $120.07 billion (up 65% YoY).
NVIDIA’s Data Center segment, which houses its market-leading AI chips, now accounts for over 91% of total revenue. According to StreetAccount, quarterly data center revenue hit $62.3 billion, outperforming the projected $60.69 billion. In its press release, the company highlighted that quarterly net income nearly doubled, climbing from $22.1 billion ($0.89 per share) in the prior year to $43.0 billion ($1.76 per share).
NVIDIA continues to be the primary beneficiary of the AI boom, significantly outperforming other Big Tech stocks. As of Wednesday’s close, the stock has gained 5% in 2026, contrasted against a 0.4% decline in the Nasdaq Index. Within the "Trillion-Dollar Market Cap Club," Apple is the only other member to see gains this year, though by less than 1%.
Wall Street had already anticipated strong results following recent earnings reports from the "Big Four" hyperscalers—Alphabet, Amazon, Meta, and Microsoft. Based on their capital expenditure (CapEx) plans and analyst estimates, total annual CapEx for these giants is expected to approach $700 billion as they expand AI infrastructure.
Regarded as the bellwether for AI demand, NVIDIA’s shares rose 1.44% on the day of the announcement, gaining over 2% in after-hours trading before moderating. Key takeaways from the CFO’s commentary include:
Growth Trajectory: Data center revenue has grown nearly 13x since the debut of ChatGPT.
Gaming Constraints: Memory supply remains tight; improvements are not expected until late this year, with supply remaining constrained for the coming quarters.
The Next Wave: Computing demand is growing exponentially. NVIDIA declared that the "inflection point for Agentic AI" has arrived.
Industrial Revolution: Customers are accelerating investments in AI compute infrastructure, which NVIDIA believes will underpin the "AI Industrial Revolution" and drive future growth.
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