NVIDIA has announced record Q4 and FY2026 financial results, reporting a Q4 revenue of $68.1 billion and FY2026 revenue of $215.9 billion, with gross margins for the quarter of 75 percent and 71.1 percent for the fiscal year. The quarter revenue was up by 20 percent compared to the previous quarter and up by 73 percent compared to the last year, while the revenue for the fiscal year 2026 was up by 65 percent.
“Computing demand is growing exponentially — the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further,” said Jensen Huang, founder and CEO of NVIDIA. “Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth.”
The biggest winner was the data center department, bringing a record $62.3 billion, up by 22 percent compared to the previous quarter and up by 75 percent compared to the last year, showing that NVIDIA keeps selling everything it has. NVIDIA was keen to brag about the big deals with Amazon Web Services (AWS), Google Cloud, Meta, Microsoft Azure, and Oracle Cloud Infrastructure for its NVIDIA Blackwell and Rubin platforms.
Interestingly, while it is obviously no longer NVIDIA’s main focus, the Gaming and AI PC department did pretty well, reporting a revenue of $3.7 billion, up by 47 percent compared to the previous year, but also 13 percent lower compared to the previous quarter as the sales slowed down from the holiday season. The Professional Visualization department also did well with RTX PRO 5000 Blackwell, reporting a revenue of $1.3 billion, up by 74 percent, while the Automotive and Robotics department scored $604 million, but should get better as NVIDIA scored some big deals with Mercedes-Benz for its DRIVE AV software, and plenty of other partners for the DRIVE Hyperion ecosystem.
NVIDIA expects its Q1 FY2027 to be even better, with revenue of $78 billion (+/- 2%), and it did not even count any Data Center revenue from China.
