Nvidia Q1 Revenue Soars 69% to $44B, Driven by AI Boom Despite China Challenges

Earnings Call05-29

1. Nvidia reported strong Q1 FY2026 results with revenue of $44 billion, up 69% year-over-year.
2. Data center revenue grew 73% year-on-year to $39 billion, driven by AI workloads transitioning to inference and AI factory buildouts.
3. The company faced challenges due to new U.S. export controls on H200 GPUs for China, resulting in a $4.5 billion inventory write-down.
4. Blackwell GPU adoption is accelerating, contributing nearly 70% of data center compute revenue in Q1.
5. Nvidia is seeing exponential growth in inference demand, particularly for reasoning AI models.
6. The company announced partnerships for AI infrastructure projects globally, including in Saudi Arabia, UAE, and Taiwan.
7. Nvidia expects Q2 revenue of $45 billion, with continued growth across all platforms partially offset by declining China revenue.
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.

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