Nvidia Posts $68.1 Billion Revenue as AI Boom Lifts Data Centre Sales 75%

Nvidia announced its latest quarterly results on February 25, 2026, highlighting strong growth in AI related hardware and a robust outlook for the coming period. 

Nvidia Revenue Hits $68.1 Billion 

The company recorded $68.1 billion in revenue, a 73% increase from the same quarter last year and above the $65.7 billion consensus. Net income rose to $42.96 billion, more than double the prior year figure. 

Data Centre Segment Leads Growth 

Revenue from the data centre division reached $62.3 billion, up 75% YoY and 22% from the previous quarter. The segment continues to drive the bulk of Nvidia’s earnings as AI models require high‑performance GPUs. 

Capital Spending by Major Tech Players 

Four leading AI builders: Google, Amazon, Meta and Microsoft  are expected to spend close to $700 billion on AI infrastructure this year, much of which is directed to Nvidia’s chips. 

Read More: Nvidia Plans AI-Powered Laptop Chips in Bid to Re-Enter Consumer PC Market! 

Guidance Excludes China Revenue 

For the upcoming quarter Nvidia projects revenue of $78 billion, plus or minus 2%, without counting any sales to China due to ongoing export controls. This guidance surpasses the $72 billion market expectation. 

Share Performance 

Following the earnings release the share price initially rose before profit taking erased the gain. Over the past twelve months the stock has risen 50%, while year‑to‑date it is up 2.2%. 

Conclusion 

Nvidia’s quarterly results show a substantial rise in revenue and profit, mainly from AI driven data centre sales. The company’s forward outlook is anchored on continued high demand for AI chips, while excluding potential Chinese sales. 

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