Nvidia's Data Center Revenue Surges 66% YoY to $51 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 04 2026
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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.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 187.050
Low
200.00
Averages
264.97
High
352.00
Current: 187.050
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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.
