Key Takeaways
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- NVIDIA experienced significant growth in total revenues for fiscal year 2026, reaching $215.9 billion, a 65% increase from the previous year.
- The gaming division continues to show strong results, generating $16 billion in revenues for the entire fiscal year, a 41% increase year-over-year. However, there was a 13% drop in the fourth quarter compared to the previous quarter due to natural moderation of inventory following the holiday season.
- NVIDIAs Data Centers division had a remarkable growth, generating $62.3 billion in revenue in the fourth quarter alone and approaching $194 billion for the year. This growth was primarily driven by the mass adoption of the Blackwell architecture by tech giants.
- For the first quarter of fiscal year 2027, NVIDIA anticipates $78 billion in revenue, reflecting its strong position as a leader in graphics processing and AI. However, the company has faced scrutiny from investors over extensive partnerships with other companies, with concerns raised about potential circular financing deals.
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NVIDIA’s financial results for the fourth quarter and fiscal year 2026 (ending January 25) show continued, significant growth. Total revenues reached a record 215.9 billion throughout the year, a 65% increase over the previous year, according to the NVIDIA Earnings 2026 report by Maria Isabel Rodrigues. While the Data Centers sector and the AI boom are the primary drivers, the gaming division continues to show strong results. NVIDIA reported 3.7 billion in revenues for its Gaming and AI PC division in the fourth quarter, a 47% increase compared to the same period last year, but a 13% drop from the previous quarter. The company attributed this decrease to a natural moderation of inventory following the holiday season. For the entire fiscal year, the gaming and consumer hardware-focused department generated 16 billion in revenues, a 41% increase year-over-year. During this period, NVIDIA announced NVIDIA DLSS 4.5, capable of delivering substantial AI-based graphical improvements, and launched G-SYNC Pulsar to enhance movement clarity within esports.
Starting in fiscal year 2027, quarter one, NVIDIA will factor stock-based compensation costs into its non-GAAP financial reports, anticipating this expense to reduce its non-GAAP gross margin by approximately 0.1% and increase its non-GAAP operating expenses by 1.9 billion for the quarter. NVIDIA’s Data Centers division generated 62.3 billion in revenue in the fourth quarter alone, bringing the annual sector revenue close to 194 billion. Mass adoption of the Blackwell architecture by tech giants primarily drove this growth. CEO Jensen Huang stated, “Demand for computing is growing exponentially… AI agent adoption by businesses is skyrocketing, and our clients rush to invest in the computing that will fuel the AI industrial revolution,” emphasizing the arrival of this technological turning point. However, NVIDIA has faced scrutiny from investors questioning its extensive partnerships with other companies, with some critics raising concerns about potential circular financing deals.
NVIDIA Leads AI Industrial Revolution with Q4 Revenue at $68.1B, Anticipating $78B in Q1 2027
With highly optimistic projections for the first quarter of the new fiscal year (around 78 billion in revenue), NVIDIA is cementing its position as the dominant force in graphics processing and AI. Gene Munster, a partner at Deepwater Asset Management, noted that AI is advancing faster than people can keep up with. NVIDIA’s fourth-quarter revenue reached 68.1 billion, a 73% jump compared to the previous year, underscoring its transformation from a graphics chip supplier to a cornerstone of the AI industrial revolution.
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