NVIDIA published quarterly and annual financial results this week and They are the best in their history. It is confirmed that the green giant is – by far – the company that is capitalizing the most on the AI era thanks to the massive sale of its accelerators.
The demand for semiconductors for AI data centers is unprecedented in the modern era. The number and value of AI projects underway or in the pipeline are enormous and all need thousands, millions of chips. This is how the 21% increase in semiconductor revenue in 2025 is understood. And NVIDIA wins by a landslide.
NVIDIA Results
The company’s revenue in the fourth quarter of fiscal year 2026 reached $68,127 million, while for the year as a whole it obtained $215,938 million. Both are absolute recordsthe best in its history. The net benefits are even more impressive42.96 billion dollars, an increase of 94% year-on-year, with a gross margin greater than 75%.
As sales of computing and networking hardware for AI break records, NVIDIA’s data center business increases its share of revenue and profits. During the quarter, the division posted revenue of $62.314 million, including $51.334 million in CPUs and GPUs (up 58% year-over-year) and $10.98 billion in network hardware (up 263% year-over-year), representing an increase of 75% year-over-year and 22% sequentially. For the full year, NVIDIA’s data center business grew 68%, reaching $193,737 million.
Really shocking data discussed (and promoted) by Jensen Huang, founder and CEO of the company: «Demand for computing is growing exponentially: the tipping point of agent AI has arrived… Grace Blackwell, with NVLink, is the queen of inference today, offering a much lower cost per token, and Vera Rubin will extend that leadership even further. Enterprise adoption of agents is skyrocketing. Our customers are rushing to invest in AI computing – the factories driving the AI industrial revolution and its future growth. ».
Of the rest of the divisions, the graphics processors with which the company began. The company generated $16.042 billion in gaming GPU sales (up 41% YoY), $3.191 billion in professional display graphics solutions (ProViz) sales (up 70% YoY), and $619 million in budget graphics product sales to original equipment manufacturers (OEMs) (up 59% YoY).
The direction of its business model towards the sale of AI hardware for data centers is confirmed with a single piece of information: the graphics processors division (where the company is also a world leader) “only” represents 11% of your annual income. By 2027, the company projects another significant revenue improvement across all business categories.
