Nvidia Q1 Revenue Soars 69% YoY to $44B, Despite $4.5B China-Related Write-Down

Earnings Call05-29

1. Nvidia Q1 FY2026 revenue reached $44 billion, up 69% year-over-year, with data center revenue of $39 billion growing 73% YoY.
2. New export controls on H20 GPUs for China resulted in a $4.5 billion inventory write-down charge and $2.5 billion in unshipped revenue.
3. Blackwell GPU ramp-up is progressing rapidly, contributing nearly 70% of data center compute revenue.
4. Inference demand is surging, with Microsoft processing over 100 trillion tokens in Q1, a 5x increase YoY.
5. AI factory deployments are accelerating, with nearly 100 Nvidia-powered projects in flight, doubling YoY.
6. Gaming revenue hit a record $3.8 billion, up 48% sequentially and 42% YoY, driven by strong adoption of Blackwell architecture.
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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