NVIDIA has officially closed the books on a historic fiscal year, reporting a staggering $215.9 billion in annual revenue—a 65% increase year-over-year. The results cement the company's transition from a graphics card manufacturer to the central engine of the global AI industrial revolution. While data center demand remains the primary driver, the gaming sector has reached its own milestone with a record $16 billion in annual revenue.

Beyond Blackwell: Introducing Vera Rubin

While the current market is dominated by the Blackwell (RTX 50-series) architecture, CEO Jensen Huang has already unveiled the next leap forward: the Vera Rubin platform. Designed to deliver a ten-fold reduction in AI inference costs, Rubin represents the company’s commitment to "efficiency-first" computing. For gamers, this architecture promises a new frontier in AI-driven fidelity via DLSS 4.5, which was also previewed during the latest results briefing.

The Hardware Squeeze

Despite the financial triumph, the report highlights the ongoing tension between enterprise and consumer supply. A global memory shortage has led to a strategic adjustment in GeForce RTX 50-series production. This has resulted in a significant supply-demand gap for flagship cards like the RTX 5090, which continues to command high premiums on secondary markets. NVIDIA noted that while supply is being prioritized for high-performance builds, the shortage is expected to persist through the first half of the year.

A Bullish Outlook

Looking ahead, the company expects revenue to climb to approximately $78 billion in the coming quarter. With major cloud providers like Microsoft Azure and AWS already queuing for Rubin-based instances, NVIDIA's momentum shows no signs of slowing. For the PC enthusiast, the message is clear: the "AI PC" cycle has arrived, and it is reshaping everything from GPU availability to the software that powers our games.