Nvidia Forecasts $78 Billion Revenue for Q1 2026, Strong AI Demand Drives Growth
Nvidia Corp. projects Q1 2026 revenue of approximately $78 billion, exceeding Wall Street's estimate of $72.8 billion. The chipmaker reported Q4 2026 revenue of $68.1 billion, a 73% increase year-over-year. Data center revenue surged to $62.3 billion, surpassing expectations, while gaming revenue fell short at $3.73 billion. Nvidia's gross margin was 75.2%. The company secured a US license to ship H200 chips to China but does not include any China revenue in its forecast. Nvidia has indicated it has sufficient inventory to meet demand.
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Nvidia Corp. forecasts Q1 2026 revenue of $78 billion, exceeding analyst expectations of $72.8 billion. In Q4 2026, revenue reached $68.1 billion, a 73% year-on-year increase, with data center revenue at $62.3 billion, surpassing estimates.
Gross margin was reported at 75.2%. Gaming revenue was $3.73 billion, below the expected $4.01 billion. Nvidia announced it has received a US license to ship H200 chips to China, but no revenue from that market is included in the outlook. The company confirmed it has adequate inventory to meet demand in the coming quarters.
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