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Nvidia (NASDAQ: NVDA) reassured investors about artificial intelligence demand after delivering stronger-than-expected quarterly earnings and issuing upbeat revenue guidance. Shares of the AI chip leader climbed 2.2% in after-hours trading, extending its 3.4% year-to-date gain in 2026, outperforming both its Magnificent Seven peers and the S&P 500’s 0.7% rise.
The chipmaker reported fiscal Q4 2026 earnings of $1.62 per share on revenue of $68.13 billion, topping analyst estimates of $1.52 per share and $65.56 billion in revenue. Year-over-year revenue surged 73%, marking its strongest quarterly growth of the fiscal year. For full-year fiscal 2026, Nvidia generated $215.94 billion in revenue, up 65% from the previous year.
Data center revenue, a key driver of Nvidia’s AI growth, jumped 75% year-over-year to a record $62.31 billion. Hyperscalers accounted for more than half of that segment’s revenue, highlighting continued demand for AI infrastructure and graphics processing units (GPUs). Adjusted gross margin improved to 75.2%, reflecting lower inventory provisions.
Looking ahead, Nvidia forecast fiscal Q1 2027 revenue of $78 billion, plus or minus 2%, well above the consensus estimate of $72.78 billion. The outlook implies 77% annual growth and excludes any contribution from China-based data center compute revenue. Analysts noted that the guidance exceeded already high expectations, reinforcing confidence in the AI infrastructure trade.
Regarding China, Nvidia said it has not yet generated revenue from its licensed H200 chip shipments and faces inspection requirements and potential tariffs. The company also confirmed it is finalizing an investment and partnership agreement with OpenAI but emphasized that no deal is guaranteed.
As competition intensifies and regulatory risks persist, Nvidia’s latest earnings reaffirm its dominant position in the AI semiconductor market and underscore ongoing momentum in global AI investment.
