Nvidia’s latest earnings report shows the AI boom is still going strong, easing worries that the excitement around artificial intelligence might be an overblown bubble ready to burst.
On February 25, 2026, Nvidia released its financial results for the fourth quarter and full fiscal year 2026 (ending January 25, 2026). The company, led by CEO Jensen Huang, once again beat Wall Street’s expectations with record-breaking numbers. Quarterly revenue hit $68.1 billion, up 73% from the same period a year earlier and 20% higher than the previous quarter. This smashed analyst predictions, which had been around $66 billion.
The biggest driver was Nvidia’s data center business, which makes the powerful chips used for AI training and applications. Data center revenue reached a record $62.3 billion in the quarter, jumping 75% year-over-year. For the full fiscal year, Nvidia’s total revenue climbed to $215.9 billion, a 65% increase from the prior year. Net income for the year reached about $120 billion, with quarterly profit nearly doubling to around $43 billion.
Experts reacted strongly to the results. Analysts called them “absolutely stellar” and “monster” numbers. Huang emphasized during the investor call that demand for Nvidia’s computing power is “exponential,” driven by a “broad, diverse, and expanding” customer base. He highlighted the shift toward “agentic AI”—systems that can make decisions and act more independently—with customers “racing” to invest in AI for future growth.
These figures matter a lot because Nvidia is at the center of the AI revolution. Its GPUs power major AI tools like chatbots and large language models used by companies such as Microsoft, Google (Alphabet), and others. Nvidia’s success acts as a key signal for whether the massive investments in AI—tens or hundreds of billions of dollars—are paying off and if real demand exists.
The company’s performance has made it the world’s most valuable publicly traded company, with a market value around $4.8 trillion (some reports noted it briefly hitting or approaching higher levels). Its growth has helped push U.S. stock indexes to new highs and contributed to economic expansion through data center building and related activity.
Looking ahead, Nvidia gave an optimistic outlook, forecasting $78 billion in revenue for the current quarter (ending April 2026), plus or minus 2%. That’s well above expectations and suggests continued strong demand.
Of course, not everything is perfect. Some analysts noted ongoing concerns about high spending by big tech customers, potential supply chain challenges, and questions about whether AI investments will deliver long-term returns. Nvidia shares rose in after-hours trading, but markets can be unpredictable.
For now, though, Nvidia’s blowout results have calmed fears of an AI bubble bursting. The demand for advanced chips remains robust, and the company continues to defy skeptics by delivering even stronger growth than expected. As one expert put it, if Nvidia keeps posting numbers like this, it signals that AI workload demand is very real—and the momentum in data centers and AI tech is likely to continue.
