What Happened
NVIDIA (NASDAQ: NVDA) has reported record revenue for the fourth quarter ended January 25, 2026, amounting to $68.1 billion. This figure represents a 20% increase from the previous quarter and a remarkable 73% rise compared to the same period last year. For the fiscal year 2026, NVIDIA’s total revenue reached $215.9 billion, marking a 65% year-over-year growth.
Why It Matters
The company’s data center business has been a significant driver of this growth, with revenue from this sector soaring by 75% to $62.3 billion in the fourth quarter, accounting for over 91% of total sales. NVIDIA’s CEO, Jensen Huang, emphasized the exponential growth in computing demand and the company’s leadership in AI technology, stating, “The agentic AI inflection point has arrived.” The strong financial performance has also led to a net income of $43 billion, nearly doubling from $22.1 billion a year ago.
What’s Next
NVIDIA’s guidance for the upcoming fiscal first quarter is optimistic, projecting revenue of approximately $78 billion, surpassing analyst expectations of $72.6 billion. The company will also distribute a quarterly cash dividend of $0.01 per share on April 1, 2026, to shareholders of record on March 11, 2026. As of the end of the fourth quarter, NVIDIA has $58.5 billion remaining under its share repurchase authorization, indicating continued confidence in its financial position.
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