Revenue is the receipt, and NVIDIA's receipt for fiscal 2026 is large. The company's annual report, filed 2026-02-25, reports full-year revenue of $215.9 billion. Read the FY2026 Form 10-K and the trajectory is the story: $60.9 billion two fiscal years earlier, $130.5 billion last year, $215.9 billion now. That is more than a tripling in 24 months from a base that was already substantial. These figures are XBRL-tagged revenue facts surfaced through EdgarBeast, the SEC filing data API and evidence index.
The 10-K does not leave the cause to inference. The filing describes NVIDIA accelerated computing for computationally intensive workloads "such as artificial intelligence, or AI, model training and inference, data analytics, scientific computing, robotics, and 3D graphics." AI is listed first, and the revenue curve is consistent with a company selling into a training-and-inference buildout rather than a graphics cycle.
Spend tracks the opportunity. Research and development expense for the year was $18.5 billion, up from $12.9 billion the prior year. A company growing revenue this fast while raising R&D by nearly half is not coasting on an installed base; it is funding the next architecture even as the current one sells out.
What the document does not give you is a single AI line item. NVIDIA reports total revenue here, not an isolated "AI revenue" figure, so anyone quoting an AI-only number is inferring it. The honest read is the one the filing supports: total revenue tripled in two years, the company says AI workloads are the demand, and R&D rose alongside. For the underlying record, the 10-K on sec.gov is primary; EdgarBeast surfaced the XBRL facts.