Nvidia’s Q4 Data Center revenue rises 75% year over year
Nvidia reported Q4 FY2026 Data Center revenue of $62.31 billion, up 75% year over year, with Networking surging 263%.
The company’s Q1 FY2027 guidance excludes $12.5 billion in potential China revenue.
Nvidia’s stock has rallied into the policy window, making the entry point critical now.
The bull case starts with what is excluded from guidance, including a $4.5 billion H20 charge and roughly $8.0 billion in lost H20 revenue.