tl;dr
Nvidia reported record fourth-quarter revenue of $39.3 billion, up 12% from the previous quarter and 78% from a year ago, driven by demand for artificial intelligence chips. Earnings per share were $0.89, beating analyst estimates of $0.84. The company's data center unit revenue reached $35.6 billio...
Nvidia reported record fourth-quarter revenue of $39.3 billion, marking a 12% increase from the previous quarter and a significant 78% growth from a year ago. This surge in revenue was primarily driven by the escalating demand for artificial intelligence chips, with the company's data center unit revenue reaching an astounding $35.6 billion.
Earnings per share for Nvidia stood at $0.89, surpassing analyst estimates of $0.84. The success of Nvidia's Blackwell AI chips has been a key factor in this remarkable performance, with CEO Jensen Huang highlighting the extraordinary demand for these advanced AI processing capabilities.
For the full fiscal year, Nvidia's revenue more than doubled to an impressive $130.5 billion. The company also disclosed its projection for first-quarter fiscal 2026 revenue, expecting to reach $43 billion. While this aligns with Wall Street expectations, it falls slightly below some of the more optimistic forecasts.
Nvidia's dominance in AI computing has been instrumental in driving its profitability, reflected in the company's net income surging by 145% to $72.9 billion. Despite these positive results, concerns have been raised regarding supply constraints and escalating competition in the market.
Following the announcement of its record-breaking performance, Nvidia's shares experienced a surge in after-hours trading. The chipmaker's stock prices closed up by 3.67% at $131.28 and rose further by 2.32% in after-hours trading to $134.33. This response from investors indicates a strong confidence in the company's trajectory and potential for future growth.
While Nvidia continues to scale AI computing at an unprecedented pace, analysts are closely monitoring the evolving landscape of supply chain dynamics and competitive pressures. Despite some concerns, Nvidia's solid financial performance and innovative product offerings position it as a key player in the AI hardware market.
Overall, the latest results from Nvidia underscore its exceptional growth trajectory and cement its position as a leader in the AI chip sector. As the company navigates through the evolving market conditions, it remains poised to capitalize on the increasing demand for advanced AI technologies.