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Feb 25, 2026 4:50 PM

Nvidia Q4 Highlights: Record Revenue, Data Center Demand - 'Customers Are Racing To Invest In AI Compute'

Nvidia Corporation (NASDAQ:NVDA) reported highly anticipated fourth-quarter financial results on Wednesday after market close.

With expectations high for the company coming into the print, here are the key highlights and a look at what's next for the company.

Nvidia Q4 Earnings

Nvidia reported fourth-quarter revenue of $68.13 billion, up 73% from last year's fourth quarter. The record revenue total beat a Street consensus estimate of $66.0 billion, according to data from Benzinga Pro.

The company reported quarterly earnings per share of $1.62, beating a Street consensus estimate of $1.53.

Here is a look at the revenue performance by operating business segment.

Segment

Revenue

Year-over-Year Change

Quarter-over-Quarter Change

Data Center

$62.3 billion

+75%

+22%

Gaming & AI PC

$3.7 billion

+47%

-13%

Professional Visualization

$1.3 billion

+159%

+74%

Automotive

$604 million

+6%

+2%

Data center revenue was a quarterly record.

Nvidia reported full-year revenue of $215.9 billion, up 65% year-over-year and also a company record.

"Computing demand is growing exponentially, the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today, delivering an order-of-magnitude lower cost per token, and Vera Rubin will extend that leadership even further," Nvidia ...