Feb 25, 2026 | Posted by Abdul-Rahman Oladimeji
Revenue was up 20 percent from the previous quarter and 73 percent on the same period last year. Data center specific revenue hit $62.3bn, up 22 percent from Q3 and up 75 percent from a year ago.
For the full fiscal year 2026, revenue totaled $215.9 billion, representing a 65% increase year over year. Of that, data center revenue accounted for $193.7 billion, up 68% from the previous year.
“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.”