Nvidia's Q4 earnings report: Revenue of $68.1 billion and data center revenue of $62.3 billion both exceeded market expectations.

PANews reported on February 26th that Nvidia released its fourth-quarter fiscal 2026 results, with revenue of $68.1 billion and data center revenue of $62.3 billion, both exceeding market expectations. The company also provided revenue guidance of approximately $78 billion for the first quarter of fiscal 2027, higher than Wall Street's expectation of $72.6 billion. The company stated that it has already locked in inventory and capacity to meet demand in the coming quarters. Data center revenue significantly exceeded estimates this quarter, while gaming and automotive-related businesses slightly missed market expectations. Nvidia stated that customers are increasing their investment in AI computing infrastructure, leading to exponential growth in computing demand.

Nvidia CEO Jensen Huang stated that the company is about to enter into a collaboration agreement with OpenAI. The company will leverage new technologies from Groq to expand its product line. He is confident that the company's cash flow will grow as embodied intelligence emerges.