NVIDIA Reports Record Revenue Amidst AI Infrastructure Boom

By Patricia Miller

Feb 25, 2026

2 min read

NVIDIA's record fourth quarter revenue of $68.1 billion highlights strong AI infrastructure demand, showcasing impressive year-over-year growth.

NVIDIA recently announced impressive financial results for its fourth quarter of fiscal 2026, achieving record revenues that highlight strong demand for artificial intelligence infrastructure. The company reported a staggering revenue of $68.1 billion for the quarter, reflecting a growth of 20% from the previous quarter and a remarkable increase of 73% compared to the same quarter last year.

A key driver of this growth has been the data center revenue, which reached an all-time high of $62.3 billion, marking a 22% rise quarter over quarter and a 75% increase year over year. Over the entire fiscal year, NVIDIA saw total revenues climb by 65% to hit $215.9 billion, while data center revenue surged 68%, reaching $193.7 billion.

In terms of earnings, NVIDIA reported GAAP earnings per diluted share at $1.76 for the fourth quarter and $4.90 for the full year. The company’s net income for fiscal 2026 increased by 65% to $120.1 billion, with gross margins remaining strong at 75.0%.

NVIDIA's CEO, Jensen Huang, noted that demand for computing power is rapidly increasing, citing significant enterprise investment in AI technologies and infrastructure as a contributing factor.

Further underlining its robust financial health, NVIDIA returned $41.1 billion to shareholders through share repurchases and dividends during fiscal 2026, while announcing a quarterly cash dividend of $0.01 per share, payable on April 1, 2026.

Looking ahead, NVIDIA anticipates revenue of around $78.0 billion for the first quarter of fiscal 2027, although it does not expect any contribution from data center compute revenue in China. After a positive earnings announcement, shares increased by approximately 1.4% in regular trading, with a significant after-hours surge of over 3% as the market reacted favorably to the earnings and outlook.

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