NVIDIA Corporation (NVDA) reported a 75% increase in Data Center revenues year-over-year, reaching $62.31 billion in the fourth quarter of fiscal 2026, accounting for 91.5% of total revenues. This growth is attributed to the adoption of its Blackwell GPU computing platform, which is enhancing performance in AI applications, gaming, and visualization.
The gaming segment also saw a growth of 47% year-over-year, driven by demand from gamers and AI enthusiasts. NVIDIA’s Professional Visualization segment experienced a significant 159% growth, totaling $1.32 billion. The company’s non-GAAP gross margin improved to 75.2%, a rise of 170 basis points from the previous year.
NVIDIA anticipates continued growth with the upcoming release of its Rubin architecture, which includes six new chips. Shares of NVIDIA have increased by 16.2% year-to-date, with fiscal 2027 and 2028 earnings estimates up by approximately 68.97% and 32.12%, respectively.
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