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Fortune
Fortune
Sheryl Estrada

Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue'

The NVIDIA logo is displayed on a mobile phone screen. (Credit: Getty Images)

Good morning. Traders likely felt some relief on Wednesday evening following Nvidia’s strong Q4 earnings report.

The tech giant, which currently has the largest market cap in the world at about $4.7 trillion, reported record revenue for Q4 of $68.1 billion, up 20% from Q3 and 73% from a year ago. The company also reported record full-year fiscal 2026 revenue of $215.9 billion, up 65%. Nvidia’s data center business posted record quarterly revenue of $62.3 billion, up 22% from Q3 and 75% year over year.

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