NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026

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NVIDIA's earnings reports are relevant to AI safety researchers tracking compute scaling trends, hardware concentration risks, and the pace of AI investment, though the document itself is a financial disclosure rather than a technical or policy analysis.

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Summary

NVIDIA's official press release announcing financial results for Q4 and full fiscal year 2026, highlighting record revenues driven primarily by data center and AI accelerator demand. The results reflect the massive capital flows into AI infrastructure and compute capacity. This report serves as a key indicator of AI industry investment and hardware scaling trends.

Key Points

•Record revenues driven by surging demand for AI accelerators (H100/B100 GPUs) used in large-scale AI training and inference.
•Data center segment dominates revenue mix, reflecting continued hyperscaler and enterprise investment in AI compute infrastructure.
•Results illustrate the pace of AI capabilities scaling, as GPU procurement directly enables frontier model training runs.
•Financial performance serves as a proxy metric for global AI compute investment and the rate of AI hardware deployment.
•Investor and policy attention to NVIDIA financials reflects broader concerns about AI compute concentration and supply chain dynamics.

2 FactBase facts citing this source

Entity	Property	Value	As Of
NVIDIA	Revenue	$215.9 billion	Jan 2026
NVIDIA	Quarterly Data Center Revenue	$62.3 billion	Jan 2026

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NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026 | NVIDIA Newsroom 
 
 

 

 

 
 
 
 
 
 

 
 
 
 
 

 

 
 

 
 
 
 
 

 
 
 
 
 

 
 
 
 
 
 

 
 
 

 
 

 
 
 
 

 
 
 
 

 
 
 
 
 

 
 
 
 
 

 
 
 

 
 

 
 
 
 
 

 
 

 

 
 

 
 
 
 
 

 
 
 
 

 
 
 
 

 

 
 
 
 
 
 
 
 

 NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026

 
 
 Record quarterly revenue of $68.1 billion, up 20% from Q3 and up 73% from a year ago

 Record quarterly Data Center revenue of $62.3 billion, up 22% from Q3 and up 75% from a year ago

 Record full-year revenue of $215.9 billion, up 65%

 
 
 
 
 February 25, 2026
 
 
 
 
 
 
 
 
 
 
 NVIDIA (NASDAQ: NVDA) today reported record revenue for the fourth quarter ended January 25, 2026, of $68.1 billion, up 20% from the previous quarter and up 73% from a year ago. For fiscal 2026, revenue was $215.9 billion, up 65% from a year ago.



 For the quarter, GAAP and non-GAAP gross margins were 75.0% and 75.2%, respectively. For fiscal 2026, GAAP and non-GAAP gross margins were 71.1% and 71.3%, respectively.



 For the quarter, GAAP and non-GAAP earnings per diluted share were $1.76 and $1.62, respectively. For fiscal 2026, GAAP and non-GAAP earnings per diluted share were $4.90 and $4.77, respectively.



 &ldquo;Computing demand is growing exponentially &mdash; the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today &mdash; delivering an order-of-magnitude lower cost per token &mdash; and Vera Rubin will extend that leadership even further,&rdquo; said Jensen Huang, founder and CEO of NVIDIA. &ldquo;Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute &mdash; the factories powering the AI industrial revolution and their future growth.&rdquo;



 During fiscal 2026, NVIDIA returned $41.1 billion to shareholders in the form of shares repurchased and cash dividends. As of the end of the fourth quarter, the company had $58.5 billion remaining under its share repurchase authorization.



 NVIDIA will pay its next quarterly cash dividend of $0.01 per share on April 1, 2026, to all shareholders of record on March 11, 2026.



 Q4 Fiscal 2026 Summary 



 
 
 
 GAAP 
 
 
 ($ in millions, except earnings per share) 
 
 Q4 FY26 
 Q3 FY26 
 Q4 FY25 
 Q/Q 
 Y/Y 
 
 
 Revenue 
 
 $68,127 
 
 $57,006 
 
 $39,331 
 
 20 % 
 
 73 % 
 
 
 
 Gross margin 
 
 75.0 % 
 
 73.4 % 
 
 73.0 % 
 
 1.6 pts 
 
 2.0 pts 
 
 
 
 Operating expenses 
 
 $6,794 
 
 $5,839 
 
 $4,689 
 
 16 % 
 
 45 % 
 
 
 
 Operating income 
 
 $44,299 
 
 $36,010 
 
 $24,034 
 
 23 % 
 
 84 % 
 
 
 
 Net income 
 
 $42,960 
 
 $31,910 
 
 $22,091 
 
 35 % 
 
 94 % 
 
 
 
 Diluted earnings per share 
 
 $1.76 
 
 $1.30 
 
 $0.89 
 
 35 % 
 
 98 % 
 
 
 
 
 
 
 
 
 
 
 
 
 Non-GAAP 
 
 
 ($ in millions, except e

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