Nvidia Reports Record Revenue From Blackwell

Nvidia reported on March 4, 2026 that fourth-quarter revenue rose 73% year over year to $68 billion for the period ended Jan. 25, driven by soaring demand for AI. The company's data-center segment added a record $11 billion quarter over quarter as deliveries of its Blackwell architecture ramped, and full-year revenue reached $215 billion, up 65% year over year. Executives warned of persistent supply tightness into fiscal 2027.