Nvidia Q1 Revenue Hits $44B, Up 69% YoY; AI Demand Surges Despite China Setback

Earnings Call05-29

Nvidia reports strong Q1 FY2026 results with $44B revenue, up 69% YoY. Data center revenue grew 73% YoY to $39B, driven by AI inference and AI factory buildouts. Blackwell GPU ramp-up is the fastest in company history, contributing nearly 70% of data center compute revenue. New export controls on H200 GPUs for China market resulted in a $4.5B inventory write-down charge. Inference demand is surging, with Microsoft processing over 100 trillion tokens in Q1, a 5x YoY increase. Nvidia is seeing accelerated AI factory deployments, with nearly 100 Nvidia-powered AI factories in progress, doubling YoY.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1106538403?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-05-29 05:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1106538403","market":"us","top_or_hot":-1,"title":"Nvidia Q1 Revenue Hits $44B, Up 69% YoY; AI Demand Surges Despite China Setback","media":"Earnings Call","content":"Nvidia reports strong Q1 FY2026 results with $44B revenue, up 69% YoY. Data center revenue grew 73% YoY to $39B, driven by AI inference and AI factory buildouts. Blackwell GPU ramp-up is the fastest in company history, contributing nearly 70% of data center compute revenue. New export controls on H200 GPUs for China market resulted in a $4.5B inventory write-down charge. Inference demand is surging, with Microsoft processing over 100 trillion tokens in Q1, a 5x YoY increase. Nvidia is seeing accelerated AI factory deployments, with nearly 100 Nvidia-powered AI factories in progress, doubling YoY.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Q1 Revenue Hits $44B, Up 69% YoY; AI Demand Surges Despite China Setback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Q1 Revenue Hits $44B, Up 69% YoY; AI Demand Surges Despite China Setback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002722034\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Call </p>\n<p class=\"h-time\">2025-05-29 05:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nNvidia reports strong Q1 FY2026 results with $44B revenue, up 69% YoY. Data center revenue grew 73% YoY to $39B, driven by AI inference and AI factory buildouts. Blackwell GPU ramp-up is the fastest in company history, contributing nearly 70% of data center compute revenue. New export controls on H200 GPUs for China market resulted in a $4.5B inventory write-down charge. Inference demand is surging, with Microsoft processing over 100 trillion tokens in Q1, a 5x YoY increase. Nvidia is seeing accelerated AI factory deployments, with nearly 100 Nvidia-powered AI factories in progress, doubling YoY.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"","article_id":"1106538403","we_media_id":"1002722034","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1106538403","pubTimestamp":1748467258,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Earnings Call","introduction":"real-time reporting","home_visible":1,"id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"summary":"Nvidia reports strong Q1 FY2026 results with $44B revenue, up 69% YoY. Data center revenue grew 73% YoY to $39B, driven by AI inference and AI factory buildouts. Blackwell GPU ramp-up is the fastest in company history, contributing nearly 70% of data center compute revenue. New export controls on H200 GPUs for China market resulted in a $4.5B inventory write-down charge. Inference demand is surging, with Microsoft processing over 100 trillion tokens in Q1, a 5x YoY increase. Nvidia is seeing acc","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDA":"英伟达"},"translate_title":"Nvidia Q1营收达到44B美元，同比增长69%；尽管中国遭遇挫折，人工智能需求仍激增","themeId":"ee608cec9aba4f21b77c37d88a2c8088","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"Nvidia reports strong Q1 FY2026 results with $44B revenue, up 69% YoY. Data center revenue grew 73% YoY to $39B, driven by AI inference and AI factory buildouts. Blackwell GPU ramp-up is the fastest in company history, contributing nearly 70% of data center compute revenue. New export controls on H200 GPUs for China market resulted in a $4.5B inventory write-down charge. Inference demand is surging, with Microsoft processing over 100 trillion tokens in Q1, a 5x YoY increase. Nvidia is seeing accelerated AI factory deployments, with nearly 100 Nvidia-powered AI factories in progress, doubling YoY.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"earningsCall","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1106538403","isCrawlerRequest":true}