"As much as we would love to have more supply, we do believe for a couple of quarters it is going to be very tight," Huang said. "If things improve by the end of the year, there is an opportunity to think about what that is from a year-over-year growth, but it is still too early for us to know at this time. We will get back to you as soon as we can."
As for the Automotive business unit, its revenue reached $604 million in the fourth quarter of fiscal 2026, which was roughly flat year-over-year, and around $2.349 billion for the whole year, up 39% compared to FY2025.
For Q1 FY2027, Nvidia projects revenue of $78 billion ± 2%, excluding any contributions from potential sales of data center GPUs to China and including continued sales of Blackwell and Blackwell Ultra platforms to various parties in the West. Gross margin is expected to be 74.9%.
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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-17/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/gpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/gpus/nvidia-posts-record-usd215-billion-annual-revenue-in-latest-quarterly-earnings-report-gaming-gpus-now-only-11-45-percent-of-revenue#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.