Nvidia posted a fourth-quarter earnings surprise. [Photo: Shutterstock]

[DigitalToday reporter Daegeon Seok] Nvidia posted fourth-quarter revenue of $68.13 billion, setting a quarterly record.

Nvidia said on Feb. 25 that revenue for its fiscal fourth quarter, from November last year to January this year, rose 73 percent from a year earlier to $68.13 billion (about 98 trillion won). Operating profit climbed 84 percent to $44.3 billion (about 63 trillion won), and operating margin reached 65 percent.

Data center revenue rose 75 percent from a year earlier to $62.3 billion. Within data centers, compute revenue was $51.3 billion and networking revenue was $11.0 billion. Networking revenue surged 263 percent from a year earlier.

Gaming revenue rose 47 percent to $3.7 billion. Professional graphics increased 159 percent to $1.3 billion, and automotive and robotics rose 6 percent to $600 million. Gaming revenue slightly missed market expectations.

Adjusted earnings per share were $1.62, beating a Wall Street estimate of $1.53. Net profit rose 94 percent from a year earlier to $43.0 billion. Generally accepted accounting principles (GAAP) earnings per share rose 98 percent to $1.76.

Annual revenue rose 65 percent from a year earlier to $215.9 billion (about 312 trillion won), a record. Nvidia forecast current-quarter revenue, from February to April this year, of $78.0 billion, plus or minus 2 percent. That exceeds a Wall Street consensus of $72.6 billion. Nvidia explained that it did not include China market data center revenue in the outlook.

Chief Executive Jensen Huang (젠슨 황) said, "Computing demand is growing exponentially and an agent-based AI inflection point has arrived." He added, "Grace Blackwell and NVLink are inference platforms that significantly reduce cost per token, and Vera Rubin will further expand leadership."

Nvidia shares rose 1.41 percent in regular trading on earnings expectations. In after-hours trading after the earnings release, the stock jumped 4 percent to the $200 level.

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