Nvidia has delivered a historic performance for the fourth quarter of fiscal 2026, reporting record-breaking revenue of **$68.1 billion**. This represents a staggering **73% increase** compared to the same period last year and a **20% jump** from the previous quarter, consistently outperforming market expectations. The surge is almost entirely fueled by the Data Center segment, which reached an all-time high of **$62.3 billion** in quarterly revenue. This division now accounts for the vast majority of Nvidia's business, growing **75% year-over-year**. The demand is driven by global hyperscalers and a strategic multi-year partnership with Meta to deploy millions of Blackwell and Rubin GPUs. Nvidia’s profitability remains exceptional, with non-GAAP gross margins reaching **75%**. For the full fiscal year 2025, the company reported total revenue of **$215.9 billion**, marking a **65% annual increase**. Despite these blockbuster figures, the stock price has seen a measured reaction, up roughly **3% to 5%** year-to-date, as investors weigh the sustainability of this exponential growth. The company is now aggressively transitioning to its next-generation architectures. The **Blackwell** platform is currently in full-speed production, while the newly unveiled **Vera Rubin** platform is expected to reduce AI inference costs by up to **10 times**. CEO Jensen Huang highlighted that the industry has reached an "agentic AI inflection point," where demand for inference is beginning to match training needs. Looking ahead, Nvidia provided a bullish forecast for the first quarter of fiscal 2027, projecting revenue of **$78.0 billion**. This outlook suggests that the company remains more constrained by supply than demand, particularly as advanced packaging and high-bandwidth memory (HBM) become the primary industry bottlenecks. The global semiconductor market is on track to hit **$975 billion** in 2026. Nvidia's current market capitalization fluctuates near **$4.7 trillion**, cementing its position as the primary architect of the global AI infrastructure. With the upcoming GTC 2026 event, the market is looking for further clarity on the production ramp of Blackwell Ultra and the long-term roadmap for AI sovereignty across international borders.