Nvidia Reports Record Fourth-Quarter Revenue and AI Growth
On January 25, 2026, Nvidia (NASDAQ: NVDA) announced a remarkable fourth-quarter fiscal report revealing a 73% year-over-year revenue increase to $68.1 billion, surpassing Wall Street’s $66.2 billion estimate. Adjusted earnings per share (EPS) soared 82% to $1.62, exceeding the consensus estimate of $1.54. Looking ahead, the company projected fiscal Q1 revenue of $78 billion—higher than the $72 billion analysts expected.
Nvidia’s sovereign AI revenue exceeded $30 billion in fiscal 2026, more than tripling year-over-year and accounting for approximately 13.9% of the company’s total revenue. Major contributors to this growth included clients from Canada, France, the Netherlands, Singapore, and the UK, reflecting a global trend as countries increase investments in national AI infrastructure. Notably, during the earnings call, CEO Jensen Huang emphasized the potential for AI applications in space, highlighting advancements in imaging through space-based data centers.
