Nvidia reports Q1 revenue up 85% YoY to $81.62B, above $78.86B est., Data Center revenue up 92% YoY to $75.2B, and announces an $80B share repurchase program
- Record revenue of $81.6 billion, up 85% from a year ago — Record Data Center revenue of $75.2 billion, up 92% from a year ago
Nvidia Newsroom
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Discussion
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@stocksavvyshay
Shay Boloor
on x
$NVDA said Vera CPU opens a new $200B TAM for Nvidia which is a market the company has never addressed before. Nvidia now has visibility into nearly $20B of CPU revenue this year with production shipments expected to begin in Q3. CPU is officially part of the AI infrastructure [i…
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@stocksavvyshay
Shay Boloor
on x
$NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old. That makes contracted capacity at $CRWV, $NBIS, $IREN, $WULF, $CIFR and $APLD more valuable if supply still cannot relieve premium AI compute [i…
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@firstadopter
Tae Kim
on x
My favorite signal for future GPU demand (Ian Buck confirmed my thesis is accurate) was up 199% y/y -> “Data Center networking revenue was a record $14.8 billion, up 199% from a year ago and up 35% sequentially.” $NVDA
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@firstadopter
Tae Kim
on x
Jensen: “we should be growing faster than hyperscaler capex” Morgan Stanley says hyperscaler capex growing 38% in 2027 to $1 trillion, after growing 78% to $737 billion this year $NVDA
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@firstadopter
Tae Kim
on x
$119 billion! Skeptics are going to lose their marbles again. lol. Securing component supply is key competitive advantage vs. rivals. $NVDA “total supply-related commitments were $119.0 billion. We have strategically secured inventory and capacity to meet demand beyond the next
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@firstadopter
Tae Kim
on x
Jensen: “we are growing share in inference” “we added Anthropic” “every single frontier model company is jumping on Vera Rubin from get go” it will be more successful than Blackwell $NVDA
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@dmattin
David Mattin
on x
Nvidia just reported Q1 FY2027. The markets have been holding their breath all day. — Revenue: $81.6B: up 85% YoY, crushing the $79B consensus — Data Centre: $75.2B: doubled YoY, now 92% of total revenue — EPS: $1.87 (non-GAAP): beat by 6% — Net income: $58.3B — Free cash flow: […
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@gavinsbaker
Gavin Baker
on x
Nvidia's “AI hyperscaler” revenue grew 191% YoY in the April quarter ex China (effectively all hyperscaler). Broadcom has guided to 143% YoY growth for their AI segment in their next quarter. Interesting.
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@firstadopter
Tae Kim
on x
THIRD quarter in a row of y/y revenue growth acceleration. I don't think y'all realize how crazy that is at this scale moving physical atoms (not bits): +62% -> +73% -> +85% y/y $NVDA
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@stocksavvyshay
Shay Boloor
on x
$NVDA operating profit has nearly 40x since the ChatGPT moment 🤯 [image]
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@altcap
Brad Gerstner
on x
Jensen - “We are growing share in inference very very quickly...we are bringing on a very significant amount of capacity for Anthropic at AWS, Azure and CoreWeave and until recently our share of Anthropic was zero.” 📈🧐 [image]
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@firstadopter
Tae Kim
on x
Hundreds of billions of stock buyback/dividends INCOMING for $NVDA I'm serious. I just got off a video call interview with Nvidia CFO Colette Kress after the earnings call. (Yes, Substacks get this kind of access now. Sorry, mainstream media.) When I asked her whether the 50%
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@jimcramer
Jim Cramer
on x
Nvidia is going to have to start doing an Apple like dividend and buyback combo. I know it sounds “boring” but it worked for Apple and Nvidia will have a lot of cash on hand....
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@firstadopter
Tae Kim
on x
$NVDA growing at 85% while trading at a high-teens multiple MUCH lower than the S&P 500 with its meager 10%? growth makes no sense. A multiple re-rate higher is coming.
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@divestech
Dan Ives
on x
Another robust eye popping quarter from Nvidia. Demand continues to accelerate well beyond Street expectations. Hugely important print and guide for Godfather of AI Jensen....ripple impacts across the tech world 🏆🍿🎯🐂🔥
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@jimcramer
Jim Cramer
on x
Only Nvidia can report that great a q and not do anything. People demand 76% gross margins Insane.. Let's see what the call says
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@patrickmoorhead
Patrick Moorhead
on x
Jensen lays down a fog cutter.
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@tbpn
@tbpn
on x
$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @firstadopter. “The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's […
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@munster_gene
Gene Munster
on x
Physical AI & $NVDA As in each of the past five quarters, Jensen reminds investors that physical AI will become a major driver in the next several years, but it has not yet started. My take: Investors are under appreciating the impact of physical AI. This year, FSD will account…
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@stocksavvyshay
Shay Boloor
on x
Jensen Huang closed the earnings call by saying “demand has gone parabolic” driven by agentic AI and profitable token generation. $NVDA sits at the center because it runs every frontier AI model and “compute capacity is revenue and profits.” [image]
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@stocksavvyshay
Shay Boloor
on x
$NVDA CEO Jensen Huang says “ they should grow faster than hyperscaler capex” which is expected to rise ~82% this year. That implies Nvidia could grow 85%+ versus current estimates around 73%. [image]
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Brian Sparks
Brian Sparks
on linkedin
~$15B for networking...just this quarter. When we first IPOd at Mellanox in 2007 our quarterly earnings was ~$20M. Just under 20 years later and look at us now. …
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Emil Protalinski
Emil Protalinski
on linkedin
NVIDIA's Q1 2027 earnings report was muddled. — Here are the year-over-year numbers: — Revenue up 85% to $81.62 billion …
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@shereenbhan
Shereen Bhan
on x
#Nvidia Jensen Huang on CNBC on #China '"We've really largely conceded that market to them (Huawei), and so, I think that the Chinese Govt, has rightfully would like to protect their local companies, and on the other hand, they also would like the world to know that #China is an
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r/wallstreetbets
r
on reddit
Nvidia says it has ‘largely conceded’ China's AI chip market to Huawei
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r/technology
r
on reddit
Nvidia says it has ‘largely conceded’ China's AI chip market to Huawei
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@mgsiegler
M.G. Siegler
on x
I believe this was the most profitable quarter by any company, ever. Yes, skewed somewhat by silly GAAP rules on investment markups. Still...
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@economyapp
@economyapp
on x
$NVDA NVIDIA Data Center stays off the charts. [image]
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r/finansije
r
on reddit
Investitorski četvrtak - NVDA Earnings