NVIDIA Posts Record Q4 and Full-Year FY2026 Results on Surging AI Demand

NVIDIA Posts Record Q4 and Full-Year FY2026 Results on Surging AI Demand-

NVIDIA (NASDAQ: NVDA) has reported record-breaking financial results for the fourth quarter and full fiscal year 2026, underscoring the relentless global demand for artificial intelligence infrastructure.

For the fourth quarter ended January 25, 2026, the company posted revenue of $68.1 billion, marking a 20% increase over the previous quarter and a 73% jump compared with the same period last year. The performance capped off a fiscal year in which total revenue reached $215.9 billion, up 65% year-on-year.

Data Center Business Drives Growth

The standout contributor to the quarter’s performance was NVIDIA’s Data Center segment, which generated a record $62.3 billion in revenue. That figure represents a 22% rise from the prior quarter and a 75% surge from a year earlier, reflecting accelerating investments by enterprises and cloud providers in AI computing infrastructure.

The company’s continued dominance in AI chips and accelerated computing platforms has positioned it at the center of what executives describe as a structural shift in global computing demand.

Margins and Earnings Remain Strong

Profitability remained robust. During the fourth quarter, GAAP gross margin stood at 75.0%, while non-GAAP gross margin was slightly higher at 75.2%. For the full fiscal year, GAAP gross margin came in at 71.1%, with non-GAAP gross margin at 71.3%.

Earnings per diluted share (EPS) for the quarter reached $1.76 on a GAAP basis and $1.62 on a non-GAAP basis. For fiscal 2026 as a whole, GAAP EPS was $4.90, while non-GAAP EPS totaled $4.77.

AI “Inflection Point” Highlighted

Founder and CEO Jensen Huang characterized the current environment as a transformational moment for computing.

He said demand for AI-driven systems is accelerating rapidly, pointing to what he described as the arrival of an “agentic AI inflection point.” Huang emphasized the company’s Grace Blackwell architecture with NVLink as a leading inference platform, noting its ability to significantly reduce cost per token. He added that the forthcoming Vera Rubin platform is expected to further extend NVIDIA’s leadership in AI processing performance.

According to Huang, enterprises worldwide are intensifying investments in AI infrastructure — what he described as the “factories” powering the next industrial revolution. Corporate adoption of AI agents and generative systems is expanding quickly, driving sustained demand for high-performance compute capacity.

Capital Returns to Shareholders

NVIDIA also delivered substantial returns to investors during fiscal 2026. The company returned $41.1 billion to shareholders through a combination of share repurchases and cash dividends. As of the end of the fourth quarter, $58.5 billion remained available under its authorized share repurchase program.

The company announced that its next quarterly dividend of $0.01 per share will be paid on April 1, 2026, to shareholders of record as of March 11, 2026.

Sustained Momentum

The results reinforce NVIDIA’s central role in the rapidly expanding AI ecosystem. With record quarterly and annual revenue, strong margins, and continued capital returns, the company appears firmly positioned at the forefront of global AI infrastructure buildouts.

As enterprises, cloud providers and governments scale AI deployments, NVIDIA’s performance suggests that demand for advanced computing platforms remains not only resilient — but accelerating.