Nvidia, the world's most valuable company with a market capitalization approaching $500 billion, has posted record quarterly and annual revenue.
The chipmaker reported fiscal fourth-quarter revenue (November 2024-January 2025) of $68.13 billion, up 73% year-over-year, the company announced on the 25th (local time).
Net income for the quarter rose 35% year-over-year to $43 billion. Adjusted earnings per share came in at $1.62, beating Wall Street's estimate of $1.53.
The quarterly revenue exceeded the $66.2 billion forecast compiled by LSEG, marking an all-time high. Full fiscal 2026 revenue surged 65% year-over-year to $215.9 billion, setting another annual record.
The data center segment generated $62.3 billion, accounting for most of the quarterly revenue.
Nvidia projected first-quarter fiscal 2027 (February-April 2025) revenue of $78 billion, surpassing the Wall Street consensus of $72.6 billion. The guidance exceeded market expectations despite excluding China data center revenue from the forecast.
"Computing demand is growing exponentially," CEO Jensen Huang said. "The inflection point of agentic AI has arrived."
"Grace Blackwell is now the dominant force in inference," Huang added. "Vera Rubin will further extend this dominance."
Nvidia shares rose 1.41% in regular trading on earnings expectations. The stock gained an additional 2% in after-hours trading following the results.