NVIDIA's Gaming Division Up 41% in a Year Driven by the AI Boom

NVIDIA's Gaming Division Up 41% in a Year Driven by the AI Boom

NVIDIA has released its financial results for the fourth quarter and the entire 2026 fiscal year (ended January 25). The company, led by Jensen Huang, reported record annual revenue of $215.9 billion. This represents a 65% increase compared to the previous year.

The "Data Centers" division made the main contribution amid the artificial intelligence boom. The gaming division also showed stable results.

In the fourth quarter, the "Gaming and AI PC" segment brought in $3.7 billion, up 47% year-over-year, but down 13% compared to the previous quarter. The company explained the decrease by a natural correction of inventory after a strong holiday season.

For the year, the gaming and consumer division earned $16 billion (+41%). Key events included the announcement of NVIDIA DLSS 4.5 and the launch of G-SYNC Pulsar.

The "Data Centers" division received $62.3 billion for the quarter, and the segment's annual revenue approached $194 billion.

Huang noted that demand for computing power is growing, the adoption of AI agents in companies is accelerating, and customers are actively investing in infrastructure that will support the "AI industrial revolution," emphasizing that the technological turning point has already arrived.

In the first quarter of the new fiscal year, NVIDIA expects approximately $78 billion in revenue for the three months.

Dmitry Krivov
27 Feb 06:37
Sources: NVIDIA