Surging demand for AI and accelerated computing drives NVIDIA to record $68.1 billion quarterly revenue, capping a fiscal year of unprecedented $215.9 billion growth.
NVIDIA has posted record financial results for the fourth quarter and full fiscal year 2026, driven by strong demand for accelerated computing and artificial intelligence (AI) platforms. Annual revenue for fiscal 2026 totalled $215.9 billion, marking a 65 per cent increase from fiscal 2025.
For the quarter ending 25 January 2026, revenue reached $68.1 billion, a 20 per cent increase from the previous quarter and 73 per cent higher than the same period last year. Net income under generally accepted accounting principles (GAAP) rose to $42.96 billion, up 94 per cent year-on-year, while diluted earnings per share stood at $1.76, compared with $0.89 a year earlier.
Non-GAAP earnings per share were reported at $1.62. Gross margins for the quarter were 75.0 per cent on a GAAP basis and 75.2 per cent on a non-GAAP basis.
In FY 2026, Net income reached $120.1 billion, with diluted earnings per share at $4.90 under GAAP and $4.77 on a non-GAAP basis. Full-year gross margins were 71.1 per cent and 71.3 per cent, respectively.
The company’s Data Centre division was the primary driver, generating $62.3 billion in quarterly revenue, up 22 per cent from Q3 and 75 per cent year-on-year. For the full year, Data Centre revenue rose 68 per cent to $193.7 billion. Gaming revenue for the quarter stood at $3.7 billion, while Professional Visualisation contributed $1.3 billion and Automotive $604 million.
Looking ahead, NVIDIA expects first-quarter fiscal 2027 revenue of approximately $78 billion, plus or minus 2 per cent, with gross margins projected near 75 per cent. The company noted that its outlook excludes Data Centre compute revenue from China.
During fiscal 2026, NVIDIA returned $41.1 billion to shareholders through share repurchases and dividends, with $58.5 billion remaining under its repurchase authorisation. The next quarterly dividend of $0.01 per share will be paid on 1 April 2026.
