NVIDIA Posts $68.1 Bn Q4 Revenue, Cashing in on Data Centre Surge
By Sanjana Gupta ·
NVIDIA reported revenue of $68.1 billion for the fourth quarter ended January 25, 2026, up 20% from the previous quarter and 73% year-on-year. The chip giant cited demand for AI and accelerated computing as the drivers for this surge.
The company’s net income rose to $42.96 billion, while diluted earnings per share—measuring a company’s profit per share in a worst-case scenario—reached $1.76, up 98% YoY.
NVIDIA’s data centre revenue reached $62.3 billion in the quarter, up 22% from the previous quarter and 75% from a year ago. The company’s statement mentioned that the full-year data centre revenue rose 68% to $193.7 billion.
“Computing demand is growing exponentially, and the agentic AI inflexion point has arrived,” said Jensen Huang, Founder and CEO of NVIDIA, in a statement. He added that the company’s Grace Blackwell GPU with NVLink is “the king of inference today” and the recently announced Vera Rubin NVL72 rack-scale agentic supercomputer will extend that impact further.
The company worked with global systems integrators such as Infosys, Persistent, Tech Mahindra, and Wipro in India to build enterprise AI agents using NVIDIA platforms. It also partnered with Cadence, Siemens, and Synopsys, along with India’s manufacturers, to expand AI adoption through applications accelerated by the CUDA-X and Omniverse libraries.
Separately, NVIDIA also recently disclosed in its regulatory filings that it sold its remaining stake in Arm Holdings. This unloaded about 1.1 million shares, valued at roughly $140 million, in the fourth quarter of 2025, ending its direct investment in the UK-based chip designer. Arm is the company it once sought to acquire for $40 billion in 2020, before regulators terminated the deal in 2022.
During the year, NVIDIA returned $41.1 billion to shareholders through share repurchases and dividends. Going forward, NVIDIA expects revenue of about $78 billion for the first quarter of the fiscal year 2027. The company said it is not assuming any data centre compute revenue from China in this outlook.
In its other verticals, like automation and robotics, revenue surged to $604 million, up 2% from the previous quarter and 6% from a year ago. This was driven by “continued adoption of NVIDIA’s self-driving platforms,” according to the statement.