Nvidia Crushes Q4 Earnings and Issues Blockbuster Guidance as AI Demand Drives Data Center Revenue to $62.3 Billion
Summary
Nvidia obliterates Q4 earnings expectations with $68.13 billion in revenue and issues stunning Q1 guidance of $78 billion, as AI-fueled data center sales surge 75% year over year to $62.3 billion while next-gen Vera Rubin AI systems begin shipping to customers.
Key Points
- Nvidia beats Q4 fiscal 2026 earnings and revenue expectations, reporting $1.62 adjusted EPS versus the $1.53 estimate and $68.13 billion in revenue versus the $66.21 billion estimate.
- Data center revenue surges 75% year over year to $62.3 billion, now accounting for over 91% of total sales, driven by massive AI infrastructure spending from hyperscalers like Alphabet, Amazon, Meta, and Microsoft.
- Nvidia issues stronger-than-expected Q1 guidance of $78 billion in revenue versus analyst estimates of $72.6 billion, while also announcing that its next-generation Vera Rubin AI systems have begun sample shipments to customers ahead of full production later this year.