TLDR:
- Revenue: $68.1 billion (up 73% year-over-year)
- Data Centers: $62.3 billion (AI demand fueling massive growth)
- Gaming: $3.7 billion (up 47% from last year)
- Outlook: Supply constraints expected to continue through 2026
The AI Boom Keeps Riding Nvidia’s Wave
Nvidia has done it again. The chip giant just reported a record-breaking $68.1 billion in revenue for Q4 2026, that’s a massive 73% jump from $39.3 billion last year. If you thought the AI hype was cooling down, think again.
The real story is in the data center business — $62.3 billion alone came from data centers, which is basically Nvidia’s cash cow right now. Every big tech company (Microsoft, Google, Amazon, Meta) is fighting to get their hands on as many Nvidia GPUs as possible for AI training and inference. Jensen Huang’s company is essentially the pick-and-shovel play for the entire AI industry.
“We’re seeing unprecedented demand across all segments,” Nvidia said in their earnings call. And honestly, they’re not joking. The supply constraints that have been plaguing the industry? Those aren’t going anywhere soon. Nvidia’s focus remains squarely on AI, which means gamers and regular consumers will continue to feel the pinch on GPU availability.
What This Means for Malaysia
For Malaysian tech enthusiasts, this news hits different. GPU prices have been astronomical locally, with the RTX 4080 and RTX 4090 still commanding premium prices in 2026. The Ringgit hasn’t helped either — imports have gotten pricier.
Local retailers like Shopee, Lazada, and IT stores are still struggling to keep Nvidia GPUs in stock. If you’re looking to build a gaming PC or upgrade your setup, expect to pay a premium. The good news? As Nvidia ramps up production, we might see better availability by Q3-Q4 2026.
For creators and AI tinkerers in Malaysia, the shortage is even tougher. Many have turned to cloud GPU services like RunPod, Paperspace, or even Google Colab to get their AI work done. Local GPU rental services are also popping up, but they’re not cheap.
Gaming Isn’t Dead — It’s Growing Faster Than Ever
Here’s something that might surprise you: gaming revenue hit $3.7 billion, up 47%! That’s not small change. The gaming segment might be dwarfed by data centers, but it’s still growing like crazy.
Nvidia’s RTX 50 series (when it launches) will likely push these numbers even higher. Malaysia’s gaming community is huge — from mobile gamers to PC esports pros — and they’re all thirsty for better hardware.
The Competition Is Coming
While Nvidia dominates now, AMD and Intel aren’t sitting still. AMD’s RDNA 4 GPUs are coming strong, and Intel’s Battlemage cards are improving. But for AI? Nvidia’s CUDA ecosystem is so far ahead, it’s going to take years for competitors to catch up.
For now, Nvidia continues to print money while the AI race heats up. Malaysia’s tech scene will feel the effects — one way or another.