NVIDIA Q4 Revenue Jumps 73% to $68.1B, Data Center Sales Up 75%
NVIDIA posted Q4 FY2026 revenue of $68.1B (+73% YoY), with Data Center sales up 75% to $62.3B and networking revenue surging 263% to $11.0B. Shares rose 2.6% Monday, the GraniteShares 2x ETF climbed 5.5%, inverse ETFs fell 4% and Q1 guidance targeted $78B excluding China compute.
1. Q4 Earnings Highlights
NVIDIA delivered Q4 FY2026 revenue of $68.13 billion, a 73% year-over-year increase, driven by a 75% rise in Data Center sales to $62.31 billion and a 263% jump in networking revenue to $10.98 billion on the rollout of NVLink fabric in GB200 and GB300 systems.
2. ETF Market Reaction
Shares rose 2.68% Monday as leveraged long products amplified gains, with the GraniteShares 2x ETF up 5.5%, while inverse ETFs lost roughly 4%, reflecting daily compounding decay and strong underlying momentum in NVIDIA’s long-term trajectory.
3. Q1 FY2027 Guidance and Outlook
Management guided to approximately $78 billion in Q1 revenue, excluding expected Data Center compute sales from China due to export restrictions, and highlighted the upcoming GTC conference as a potential catalyst for new product announcements and enterprise partnerships.