NVIDIA Earnings Report: Q4 Revenue of $68.1 billion, Data Center Business Revenue of $62.3 billion, both exceeding market expectations

PANews, February 26 — NVIDIA announced its fiscal year 2026 fourth-quarter earnings, with revenue of $68.1 billion and data center revenue of $62.3 billion, both surpassing market expectations. The company also provided a first-quarter FY2027 revenue guidance of approximately $78 billion, higher than Wall Street’s forecast of $72.6 billion. NVIDIA stated it has secured inventory and capacity in advance to meet demand over the coming quarters. Data center revenue this quarter significantly exceeded estimates, while gaming and automotive-related businesses were slightly below market expectations. NVIDIA indicated that customers are increasing investments in AI computing infrastructure, with computing demand growing exponentially.

NVIDIA CEO Jensen Huang said: The company is about to reach a partnership agreement with OpenAI. It will leverage new technology from Groq to expand its product lineup. He is confident that, amid the rise of embodied intelligence, the company’s cash flow will grow.