Nvidia Shatters Earnings Predictions with a Staggering $68.1B Revenue
Nvidia posted an impressive fiscal 2026 fourth-quarter earnings report on February 25, 2026. The tech giant recorded earnings of $1.62 per share on a revenue of $68.1 billion. This represents a year-over-year growth of 82% and 73.2% respectively, surpassing Wall Street’s expectations across all key metrics.
The company’s crucial data center business, a key driver of AI infrastructure growth, witnessed a 75% year-over-year revenue increase, reaching $62.3 billion. Nvidia also provided a robust guidance for the fiscal 2027 first quarter, forecasting a revenue of $78 billion, with a margin of error of 2%.
The company announced the successful shipment of its first Vera Rubin samples to customers. Production shipments are set to commence in the second half of the year. Vera Rubin is anticipated to deliver 10 times more performance per watt, addressing critical power constraints in data centers.
In the wake of the announcement, Nvidia’s stock surged by 3.5% in after-market trading. CEO Jensen Huang emphasized that hyperscalers remained the largest customer category, contributing just over 50% of data center revenue. This comes as tech giants continue to massively expand their AI infrastructure, with combined capital expenditures nearing $700 billion for the year.
Source: CNBC