NVIDIA (NASDAQ:NVDA) reported staggering fourth-quarter and fiscal year 2026 results on Wednesday, cementing its position as the primary architect of the global artificial intelligence transition.
The Santa Clara-based company posted record quarterly revenue of $68.1 billion, up 73% from a year ago, and full-year revenue of $215.9 billion—a 65% increase that highlights the accelerating pace of AI infrastructure spending.
The results were driven almost entirely by the Data Center segment, which generated a record $62.3 billion in the fourth quarter alone.
CEO Jensen Huang attributed the performance to the "virtuous cycle of AI," noting that demand for the company’s Blackwell architecture has shifted from initial supply constraints to peak volume production.
Major hyperscalers, including Meta, Microsoft, and Amazon, have continued to ramp up capital expenditures, with NVIDIA's H200 and Blackwell GPUs serving as the foundational hardware for their next-generation large language models.
NVIDIA also provided a major update on its product roadmap, confirming that the "Rubin" platform—the successor to Blackwell—has officially entered production.