""We gained share the number of customers outside of the clouds. The top five cloud service providers has now grown to 40% of our company's business. Most people think that most of our business is in the cloud, but in fact, the fast, one of the fastest growing segments is outside of the enterprise.""
""Nvidia just reported a Q4 FY2026 total revenue of $68.13 billion, up 73.2% year over year. The Data Center segment alone generated $62.31 billion, up 75% year over year.""
""Throughout FY2026, large cloud service providers represented approximately 50% of Data Center revenue each quarter. That means the other half, and by Huang's telling one of the fastest-growing portions, is coming from enterprise, industrial, sovereign AI, and infrastructure partners.""
Nvidia's revenue for Q4 FY2026 reached $68.13 billion, a 73.2% increase year over year. The Data Center segment generated $62.31 billion, up 75%. Large cloud service providers accounted for about 50% of Data Center revenue, while the other half is rapidly growing from enterprise and industrial sectors. Nvidia's partnership with Marvell Technology exemplifies its expansion into semi-custom AI infrastructure. Jensen Huang emphasized that the market's focus on hyperscalers is outdated, as Nvidia's growth story includes significant contributions from various sectors beyond the cloud.
Read at 24/7 Wall St.
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