NVIDIA's CFO stated that the company has strategically secured inventory and production capacity to meet demand over the next several quarters. In the fourth quarter, revenue from the data center business reached a new high, driven by accelerated computing and artificial intelligence, while gaming revenue declined by 13% quarter-over-quarter due to natural channel inventory adjustments. Additionally, supply constraints are expected to adversely impact the gaming business in the first quarter of fiscal year 2027 and beyond.
