Nvidia reports Q1 net income up 211% YoY to $58.3B, beating analyst estimates of $42.9B, and raises Q2 revenue forecast to $91B
Robbie Whelan /Wall Street Journal:
Nvidia reports Q1 revenue up 85% YoY to $81.6B, Data Center revenue up 92% to $75.2B, and announces an $80B additional share repurchase authorization
- 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
Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week
Sources: Nvidia's business development group, not its VC arm NVentures, has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months
Pwn2Own Berlin 2026: participants earned a total of $1,298,250 for 47 vulnerabilities, with successful exploits of AI products like Codex, Cursor, and LM Studio
Participants demonstrated exploits for Windows, Linux, VMware, Nvidia, and AI products. … Pwn2Own Berlin 2026 has come to an end …
SF vibes are frenetic over the huge divide in outcomes and career uncertainty for software engineers; over 5 years ~10K people in AI attained retirement wealth
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, ...
SF vibes are frenetic over the huge divide in outcomes and career uncertainty for software engineers; over 5 years ~10K people in AI attained retirement wealth
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, ...
Seoul-based WIRobotics, which develops wearable and humanoid robots and is collaborating with Nvidia and AWS, raised a ~$68M Series B led by JB Investment
Nvidia's future in China remains unclear after the Trump-Xi Summit; Trump says China “chose not to” buy Nvidia chips as “they want to try to develop their own”
says country ‘chose not to’ sanction purchases, pushing homegrown chips insteadChina Money Network:Navigating Uncertainty: Nvidia's China Conundrum Amid Geopolitical TensionsCissy Zhou /Nikkei Asia:An...
Semiconductor stocks fell globally on Friday after the Trump-Xi summit concluded without major chip deals; Nvidia closed down 4.42% and AMD closed down 5.69%
Beijing hasn't formally approved Nvidia shipments of its H200 chips to China — Global semiconductor stocks skidded …