Nvidia posts record $215 billion revenue, gaming GPUs drop to 11.45% of sales

Nvidia’s fourth‑quarter revenue hit $68.1 billion, a 20% rise from the prior quarter and 73% higher than a year earlier, according to the company’s own filing [Nvidianews]. The surge was driven by AI compute and networking hardware, which posted record sales and pushed the fiscal‑2026 annual total to $215.9 billion, up 65% YoY [Nvidianews].

GA P gross margin climbed to 75.0% in the quarter, while non‑GA P margin edged to 75.2%, reflecting the high‑margin AI product mix [Nvidianews]. Net income more than doubled year‑over‑year to $42.96 billion, and earnings per diluted share reached $1.76 on a GA P basis [Nvidianews].

Gaming GPUs, by contrast, fell to 11.45% of total revenue, a sharp decline from previous periods [Tomshardware]. The segment’s revenue dropped quarter‑over‑quarter, underscoring the shift toward enterprise AI demand [Tomshardware].

CEO Jensen Huang highlighted “the agentic AI inflection point” and the company’s “Grace Blackwell with NVLink” as the current inference leader, while promising further advances with “Vera Rubin” [Nvidianews]. He said enterprise adoption of AI agents is “skyrocketing,” fueling the record‑breaking compute spend.

Nvidia returned $41.1 billion to shareholders this fiscal year via share repurchases and dividends, and still has $58.5 billion left in its repurchase authorization [Nvidianews]. The next cash dividend of $0.01 per share is slated for April 1, 2026 [Nvidianews].