NVIDIA · 2025-05-28
NVIDIA (NVDA) Q1 FY2026 Earnings Release: Revenue reached $44.1B as data-center AI demand kept scaling.
Revenue was $44.1B, up 12% from Q4 and 69% year over year.; Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.; Gross margin remained a key part of the premium valuation debate.; Management guided around continued AI infrastructure demand.
Revenue was $44.1B, up 12% from Q4 and 69% year over year.
Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.
Gross margin remained a key part of the premium valuation debate.
Management guided around continued AI infrastructure demand.
Reported data
NVDA key reported figures
Revenue was $44.1B, up 12% from Q4 and 69% year over year.
The size of growth kept NVIDIA in estimate-revision mode.
Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.
The business was still primarily an AI infrastructure story.
Gross margin remained a key part of the premium valuation debate.
Investors needed strong demand without a major margin reset.
Management guided around continued AI infrastructure demand.
The market was testing whether supply could keep up with hyperscaler demand.
Sources