Nvidia reported Q1 FY2026 revenue of $44 billion, up 69% year-over-year, exceeding expectations despite a challenging environment. Data center revenue grew 73% to $39 billion, driven by AI inference and AI factory buildouts. The company faced significant challenges due to new U.S. export controls on H20 GPUs for China, resulting in a $4.5 billion inventory write-down. Blackwell GPUs contributed nearly 70% of data center compute revenue, with major hyperscalers deploying around 72,000 Blackwell GPUs weekly. GB300 sampling has begun, offering 50% more performance over GB200.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.
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