Nvidia Crushes Q4 Expectations with Record Data Center Performance and Strong Forward Guidance
Feb 26, 2026 (17 hr ago)
Positive
Nvidia reported fiscal fourth-quarter results significantly exceeding expectations, underpinned by massive data center growth and robust forward guidance for Q1.
Confirmed Q4 Financial Outperformance and Guidance
- Q4 total revenue climbed 73% year-over-year, driven by 75% growth in the core data center segment5
- Data center revenue reached $62.3 billion for the quarter, surpassing analyst expectations5
- The company issued strong fiscal first-quarter revenue guidance projected between $78 billion (plus or minus 2%)5
- Q4 profit nearly doubled year-over-year, reaching $43 billion, confirming the strong operational performance5
Strategic Partnerships and AI Ecosystem Development
Supply Chain Diversification and Capital Deployment
- NVDA is actively expanding its supply chain outside of Asia, incorporating facilities in the U.S. and Latin America5
- Blackwell GPUs are now being manufactured at TSMC's new Arizona fabrication plants, and systems are being assembled in Mexico5
- The company invested $17.5 billion during the year into private companies and infrastructure funds, focusing on early-stage startups5
Product Strategy and Regulatory Context
- NVDA is expanding its product line by entering the consumer PC space with the introduction of its own CPUs4
- Hyperscalers like Amazon, Microsoft, and Meta show sustained high demand for NVDA's data center chips2
- The company confirmed that none of its second-most-powerful chips have been sold into China yet, despite receiving necessary approvals2
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Nvidia Q4 earnings: What Wall Street expects from AI chipmaker
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