Nvidia Revenues Jump 73 Percent to a Record $68.1 Billion

Nvidia reported that it earned a net income of $43 billion on record revenues of $68 billion in the quarter ending January 25, 2026. Those figures represent gains of 94 percent and 73 percent, respectively, year-over-year (YOY).

Nvidia also reported the results of its fiscal 2026, with net earnings of $120 billion on revenues of $216 billion. Those figures both represent gains of 65 percent YOY.

“Computing demand is growing exponentially [and] the agentic AI inflection point has arrived,” Nvidia founder and CEO Jason Huang said. “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. Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute [and] the factories powering the AI industrial revolution and their future growth.”

The Nvidia Data Center business accounted for a record $62.3 billion of the quarterly revenues, a gain of 75 percent YOY, while full-year revenues were up 68 percent to $193.7 billion.

Gaming and AI PC delivered another $3.7 billion in the quarter, up 47 percent YOY. Annual revenues were $16 billion, up 41 percent YOY. Professional Visualization added $1.3 billion in the quarter (up 159 percent YOY) and $3.2 billion in the year (up 70 percent), while Automotive and Robotics added $604 million (up 6 percent YOY) and $2.3 billion in the year (up 39 percent).

As impressive as its results are, Nvidia also provided positive guidance for the future, in sharp contrast with many of its customers. It said that revenues in the current quarter would be about $78 billion, on the higher end of expectations, and Nvidia stock jumped 4 percent in after hours trading.