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Nvidia reports record quarterly revenue of $68.1 billion driven by AI chip demand
Wednesday, February 25, 2026 at 09:55 PM
Nvidia reported fiscal fourth-quarter revenue of $68.1 billion, representing a 73% year-over-year increase. The record quarterly performance highlights the company's leading position in the AI chip market and exceeds the annual revenue of many industry competitors.
Context
Nvidia reported blockbuster fourth-quarter results on February 25, 2026, delivering record revenue of $68.1 billion, a 73% year-over-year increase that beat analyst estimates of $65.91 billion. Adjusted earnings per share reached $1.62, surpassing the $1.50 forecast as the company continues to dominate the global shift toward accelerated computing. This performance was anchored by the data center segment, which hit an all-time high of $62.3 billion in revenue, representing 75% annual growth fueled by relentless demand for AI infrastructure.
The report suggests the AI investment cycle is accelerating rather than slowing, with CEO Jensen Huang noting an "agentic AI" shift. Nvidia issued a massive first-quarter revenue outlook of $78.0 billion, far exceeding the $72.8 billion consensus. This bullish guidance reflects the successful ramp-up of the Blackwell architecture and sustained hyperscaler spending. For the semiconductor supply chain, these figures confirm that demand for advanced chips remains red-hot as enterprises transition from AI experimentation to full-scale production.
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