NVIDIA reported record revenue for the fourth quarter and fiscal 2026, with quarterly revenue of $68.1 billion and full-year revenue of $215.9 billion.
The financial performance was strong, albeit expectations remain high, and so it was that out-of-hours trading saw the NNVIA price just less than 1% higher, at $197.24, with marks a rise of more than 5% over the past month.
“Computing demand is growing exponentially — the agentic AI inflection point has arrived,” said Jensen Huang, founder and CEO of NVIDIA.
Huang added: “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.”
NVIDIA, the chipmaker at the heart of the AI revolution, revealed GAAP and non-GAAP gross margins for the quarter of 75.0% and 75.2%, respectively; for fiscal 2026 they were 71.1% and 71.3%.
Operating expenses for the quarter were $6,794 million on a GAAP basis and $5,102 million on a non-GAAP basis.
Data Center revenue was a record $62.3 billion, up 22% from the prior quarter and up 75% year over year, driven by accelerated computing and artificial intelligence demand; full-year Data Center revenue was $193.7 billion, up 68% year over year.
The company unveiled the NVIDIA Rubin platform and said cloud providers including Amazon Web Services, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first to deploy Vera Rubin-based instances.
Related reading
Gaming revenue for the quarter was $3.7 billion and Professional Visualization revenue was $1.3 billion; Automotive revenue was $604 million.
NVIDIA’s outlook for the first quarter of fiscal 2027 calls for revenue of $78.0 billion, plus or minus 2%, and GAAP and non-GAAP gross margins around 74.9% and 75.0%, respectively, with non-GAAP measures to include stock-based compensation beginning in that quarter.
The recap
NVIDIA reports record fourth-quarter and full-year fiscal 2026 revenue.
Data Center revenue reached $62.3 billion in the quarter.
Guidance: Q1 fiscal 2027 revenue $78.0 billion, plus or minus 2%.