Nvidia Earnings Top Expectations On Record Data Center Revenue

Forbes Business

by Ty Roush, Forbes Staff

February 25, 2026

AI-Generated Deep Dive Summary

Nvidia delivered a standout performance in its latest earnings report, exceeding expectations and solidifying its position as a leader in the tech industry. The company reported $68.1 billion in quarterly revenue, marking a 73% year-over-year increase. This figure not only surpassed analyst estimates of $66.1 billion but also highlighted Nvidia's dominance in the data center sector, which contributed an impressive $62.3 billion—a record and a significant 75% growth compared to the previous year. The company's full-year revenue reached $215.9 billion, with earnings per share of $4.77, both topping Wall Street forecasts. Nvidia's success is particularly notable given its status as the only member of the "Magnificent Seven" (a group including Tesla, Microsoft, Alphabet, Meta, Apple, and Amazon) to see year-to-date share gains. This achievement comes amid broader skepticism in the AI sector, with other tech giants like Amazon, Alphabet, and Microsoft projecting substantial spending on AI infrastructure for 2026. However, Nvidia's ability to capitalize on the growing demand for AI-driven computing power has set it apart, as evidenced by its record-breaking data center revenue, which now accounts for over 91% of its total sales. The company's earnings report underscores the accelerating adoption of AI technologies across industries. While Wall Street has shown mixed reactions

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Originally published on Forbes Business on 2/25/2026