AI spending is still running strong, and NVIDIA’s latest results reflect that momentum. The company continues to benefit from the global push toward building and scaling artificial intelligence infrastructure.
For the fourth quarter ended January 25, 2026, NVIDIA reported revenue of $68.1 billion. That’s a 20% increase from the previous quarter and a sharp 73% rise compared to the same period last year. The steady climb suggests that businesses are continuing to expand investments in AI systems and high-performance computing.
Profit growth was equally impressive. Net income reached $42.96 billion during the quarter, while diluted earnings per share stood at $1.76, nearly doubling with a 98% year-on-year increase. The numbers indicate that NVIDIA is not only seeing strong demand but also maintaining solid efficiency as it scales.
Once again, data centres were the backbone of the company’s performance. The segment generated $62.3 billion in revenue, up 22% sequentially and 75% from a year ago. For the full fiscal year, data centre revenue climbed 68% to $193.7 billion, underlining how critical AI infrastructure has become for enterprises and cloud providers worldwide.
CEO Jensen Huang described the current phase as a major turning point for computing. He pointed to growing demand for systems capable of training and running more advanced AI models at scale. According to Huang, NVIDIA’s latest GPU platforms and rack-scale systems are seeing wider adoption as companies move beyond pilot projects and into full deployment.
In India, NVIDIA strengthened ties with leading IT services firms including Infosys, Persistent Systems, Tech Mahindra and Wipro. These collaborations focus on building enterprise AI applications and accelerating adoption across industries. The company also partnered with global engineering software players such as Cadence, Siemens and Synopsys to integrate AI more deeply into design and manufacturing workflows.
On the corporate front, NVIDIA disclosed that it has exited its remaining stake in Arm Holdings. Around 1.1 million shares worth roughly $140 million were sold in late 2025, formally ending its direct investment in the UK-based chip designer. The move closes a chapter that began with NVIDIA’s earlier attempt to acquire Arm, a deal that was ultimately halted by regulators.
The company also returned significant value to shareholders over the year, distributing $41.1 billion through share buybacks and dividends. Looking ahead, NVIDIA expects revenue of about $78 billion in the first quarter of fiscal 2027, though the outlook does not include any anticipated data centre revenue from China.
Beyond its core AI business, NVIDIA’s automation and robotics segment generated $604 million in quarterly revenue. Growth in this division was modest but steady, supported by continued adoption of its self-driving and industrial AI platforms.
Taken together, the results highlight a company that remains at the centre of the AI expansion. With strong revenue growth, rising profits and expanding partnerships, NVIDIA continues to play a defining role in shaping the next phase of global computing.
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