NVIDIA Q4 Data Center Revenue Forecast at $58.7B, 65% Growth
NVIDIA’s Q4 Data Center revenue is forecast at $58.7 billion, marking 65% year-over-year growth. Earnings and sales estimates for the quarter have held steady since late November, implying roughly 70% and 67% growth respectively, ahead of the company’s late-cycle earnings release.
1. AI Thematic Screen
NVIDIA features prominently on Zacks’ Artificial Intelligence thematic screen with a Zacks Rank #2 (Buy), reflecting its leading position among software and hardware providers powering AI applications.
2. Estimate Revisions
Consensus estimates for Q4 earnings and revenue have held steady since late November 2025, implying approximate year-over-year growth rates of 70% for earnings and 67% for revenue as investors await the late-cycle report.
3. Data Center Outlook
Analysts peg NVIDIA’s Data Center sales at $58.7 billion for the quarter, up 65% year-over-year, driven by robust demand for high-performance GPUs in AI training, inference and cloud compute workloads.