Key Points
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Nvidia reported record fiscal fourth-quarter revenue of $68.1 billion, driven by strong demand for its GPUs.
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The company’s AI networking segment saw a remarkable 263% year-over-year sales growth in Q4 of fiscal year 2026.
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Nvidia forecasts first-quarter revenue of $78 billion, up from $44.1 billion in the previous year.
Nvidia (NASDAQ: NVDA) announced its fiscal fourth-quarter earnings for 2026, concluding on January 25, with revenue soaring to $68.1 billion. The company attributes this growth to surging demand for its GPUs and expansion into AI networking, which achieved a staggering 263% growth year over year, contributing $11 billion to revenue. The data center division itself recorded $62.3 billion in Q4 sales, a 75% increase from the prior year.
Looking ahead, Nvidia projects first-quarter revenue of $78 billion, significantly higher than last year’s $44.1 billion, as it aims to leverage AI’s increasing integration across industries. The market for AI-related infrastructure is expected to grow from $59 billion in 2025 to nearly $500 billion by 2034, providing Nvidia with a robust growth trajectory.
