Wed Feb 25 22:40:00 UTC 2026: ### Headline: NVIDIA Announces Record Revenue Driven by AI Demand

The Story:

NVIDIA (NASDAQ: NVDA) reported record revenue for its fourth quarter of fiscal year 2026, reaching $68.1 billion, a 20% increase from the previous quarter and a 73% surge compared to the prior year. The total revenue for fiscal year 2026 reached $215.9 billion, representing a 65% increase year-over-year. CEO Jensen Huang attributed this growth to the exponential increase in computing demand fueled by the arrival of “agentic AI” and the rapid adoption of AI agents by enterprises. The company also announced a continued commitment to returning value to shareholders, having repurchased shares and paid dividends totaling $41.1 billion during the fiscal year.

Key Points:

  • Fourth-quarter revenue: $68.1 billion, up 20% from the previous quarter and 73% year-over-year.
  • Fiscal year 2026 revenue: $215.9 billion, up 65% year-over-year.
  • GAAP gross margin for the quarter: 75.0%.
  • GAAP earnings per diluted share for the quarter: $1.76.
  • Fiscal year 2026 GAAP earnings per diluted share: $4.90.
  • $41.1 billion returned to shareholders through repurchases and dividends in fiscal 2026.
  • CEO Jensen Huang highlights the “agentic AI inflection point” and enterprise adoption of AI agents as key drivers.
  • NVIDIA plans to include stock-based compensation expense in non-GAAP financial measures beginning in the first quarter of fiscal 2027.

Key Takeaways:

  • NVIDIA’s financial results strongly indicate a sustained surge in demand for AI-related computing solutions.
  • The company’s focus on “agentic AI” and its new Grace Blackwell and Vera Rubin platforms suggest a strategic push toward advanced AI inference capabilities.
  • NVIDIA’s decision to include stock-based compensation in non-GAAP measures signals a move toward greater transparency in financial reporting.
  • The company’s substantial shareholder returns reflect confidence in its future financial performance.
  • The provided outlook for fiscal year 2027 suggests NVIDIA expects continued growth, although the specific figures are not detailed in this release.

Impact Analysis:

NVIDIA’s continued dominance in the AI and accelerated computing market, as evidenced by these record revenues, has significant long-term implications.

  • AI Industrial Revolution: Huang’s comments about customers “racing to invest in AI compute” suggest the “AI industrial revolution” is accelerating. This implies further investment across various industries.
  • Technology Leadership: The mention of Grace Blackwell with NVLink and Vera Rubin platforms indicates NVIDIA’s intention to maintain and extend its technological leadership in AI inference. This can lead to further innovation in the AI industry.
  • Market Growth: The overall impact will likely be a continued expansion of the AI market, with NVIDIA playing a central role. This could further solidify NVIDIA’s position as a key player in the technology sector.

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