NVIDIA Corporation (NASDAQ:NVDA) reported fiscal Q4 FY26 revenue of $68.1 billion, up 73% year over year and 20% sequentially, materially ahead of consensus expectations. Non-GAAP EPS came in at $1.62, also above estimates. Data Center revenue reached approximately $62 billion, growing roughly 75% year over year and continuing to represent the vast majority of total sales. Gross margin held near 75%, underscoring sustained pricing power and favorable mix as AI infrastructure demand remains elevated. The scale of earnings generation continues to reflect the structural shift in global data center spending toward accelerated computing.
Management guided Q1 FY27 revenue to approximately $78 billion at the midpoint, well above expectations. Next-generation Rubin architecture is on track and expected to further extend performance leadership and drive the next upgrade cycle. CEO Jensen Huang also acknowledged ongoing geopolitical headwinds related to China export restrictions. While the direct revenue impact remains manageable relative to overall scale, the region presents both regulatory uncertainty and rising domestic competition as local players accelerate development of alternative AI accelerators.
For more details, key highlights, and commentary, check out the high-level earnings summary.
