The full year revenue hit $215.9 billion, up 65% year-on-year, with Data Center revenue hitting a record of $62.3 billion — which is responsible for their AI chips.
Nvidia also raised its guidance for Q1 2026, and is certainly not seeing any slowdown:
— Computing demand is growing exponentially — the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further, says Jensen Huang, founder and CEO of Nvidia on the report.
Vera Rubin is expected to deliver ten times the performance per watt, which should offer some relief to power-hungry data centers.
— We shipped our first Vera Rubin samples to customers earlier this week, and we remain on track to commence production shipments in the second half of the year, said Nvidia CFO Colette Kress, according to CNBC.
At the same time, Nvidia says they have sold none of the recently approved H200 chips to China, and it is unclear if Beijing will allow any sales.
Read more: Nvidia’s 4th Quarter report, writeups on Reuters and CNBC.