Overview
- Quarterly revenue reached $68.1 billion as data center sales hit a record $62.3 billion, with GAAP gross margin about 75% and net income roughly $43 billion.
- Nvidia forecast fiscal Q1 revenue of about $78.0 billion, plus or minus 2%, and said its outlook assumes no data center compute revenue from China.
- Full‑year fiscal 2026 revenue rose to $215.9 billion with net income about $120.1 billion, underscoring sustained AI-driven growth.
- Shares rose as much as roughly 4% in after‑hours trading following the beat and strong guidance before easing back.
- A previously discussed $100 billion Nvidia‑OpenAI infrastructure framework is reported to be off, with Nvidia instead said to be making about a $30 billion equity investment in OpenAI.