"In this new world of AI, compute equals revenues. Without investing in capacity today, without investing in compute, there cannot be revenue growth. Computing power is essentially no longer viewed as a cost center but as a direct engine of revenue, according to Huang."
"Architecture is incredibly important, as it's more than strategic now; it directly affects their earnings. And choosing the right architecture—the one with the best performance per watt—is literally everything. Nvidia's data center business posted record quarterly revenue of $62.3 billion, up 22% from Q3 and 75% year over year."
"Nvidia reported record revenue for Q4 of $68.1 billion, up 20% from Q3 and 73% from a year ago. The company also reported record full-year fiscal 2026 revenue of $215.9 billion, up 65%. Total supply-related commitments rose from $50.3 billion to $95.2 billion at the end of the fourth quarter."
Nvidia delivered record financial results with Q4 revenue of $68.1 billion, up 73% year-over-year, and full-year fiscal 2026 revenue of $215.9 billion, up 65%. The data center business generated record quarterly revenue of $62.3 billion, up 75% year-over-year. CEO Jensen Huang emphasized that enterprise AI agent adoption is accelerating rapidly. For Q1 fiscal 2027, Nvidia guided revenue to $78 billion. Supply commitments nearly doubled from $50.3 billion to $95.2 billion, reflecting strategic inventory and capacity secured for multiple quarters. Huang highlighted that computing power now functions as a direct revenue engine rather than a cost center, and selecting optimal architecture for performance per watt is critical to earnings.
#nvidia-earnings #ai-infrastructure-investment #data-center-revenue #computing-capacity #hyperscaler-demand
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