NVIDIA, the world’s most valuable publicly-traded company and the dominant supplier of chips powering the artificial intelligence revolution, capped a landmark year with blockbuster fourth quarter results, a bullish revenue outlook, and fresh momentum in its stock.
The performance underscores Nvidia’s central role in the global buildout of AI infrastructure, from hyperscale data centers to enterprise “AI factories.”
NVIDIA chief executive officer Jensen Huang focused on the company’s expanding AI ecosystem, citing partners from Tesla and Boston Dynamics to LG Electronics and Meta. He said Nvidia aims to underpin AI across language, robotics, biology and manufacturing.
Huang said that the massive capital spending on AI infrastructure drives compute capacity, which in turn fuels revenue growth, expressing confidence that customers will keep expanding investment as AI adoption accelerates.
For the fourth quarter ended January 25, Nvidia reported record revenue of USD68.1 billion, up 20 percent from the prior quarter and 73 percent from a year earlier. Full-year fiscal 2026 revenue surged 65 percent to USD215.9 billion.
Data Center revenue reached a record USD62.3 billion in the quarter, rising 22 percent sequentially and 75 percent year over year.
Fourth-quarter GAAP gross margin was 75.0 percent, while GAAP earnings per diluted share were USD1.76. For the full year, GAAP gross margin came in at 71 percent and GAAP earnings per diluted share totaled USD4.90.
Nvidia projected first-quarter revenue of about USD78.0 billion, plus or minus 2 percent, with gross margins near 75 percent.
The company said its outlook assumes no Data Center compute revenue from China, reflecting ongoing export restrictions and geopolitical uncertainty even as AI demand accelerates elsewhere.
Shares, trading on NASDAQ under the ticker NVDA, rose nearly 4 percent in after-hours trading before moderating. The stock has gained 55 percent over the past 12 months, pushing Nvidia’s market capitalization near USD4.8 trillion.
