Nvidia's Data Center Revenue Surges 66% YoY to $51 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 04 2026
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Significant Revenue Growth: Nvidia's data center revenue surged by 66% year-over-year to $51 billion last quarter, reflecting strong demand in the accelerated computing sector and further solidifying its market leadership.
- Long-Term Investment Potential: Capital spending on AI infrastructure is projected to grow from $600 billion in 2026 to at least $3 trillion by 2030, presenting Nvidia with ongoing revenue growth opportunities as this trend unfolds.
- Accelerated Innovation: Nvidia is set to launch its Vera Rubin chips in 2026, which are expected to deliver significant performance improvements, ensuring its competitive edge in the semiconductor industry and driving continuous innovation.
- Strong Profitability: With net profits of $99 billion over the last four quarters on $187 billion in revenue, Nvidia demonstrates its crucial role in the global economic transformation, positioning itself as a solid investment for the next 20 years.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 199.880
Low
200.00
Averages
264.97
High
352.00
Current: 199.880
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Financing Overview: The total transaction value for financing, including both primary and secondary capital, amounts to approximately $1 billion.
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- Technical Collaboration: The partnership aims to develop the world's best coding and knowledge work AI, with Cursor's CEO highlighting this as a significant step in enhancing their AI model, Composer, which could transform software development practices.
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