NVIDIA Corporation (NVDA)
Nvidia says it has ‘largely conceded' China's AI chip market to Huawei
Nvidia's Huang said the company has "largely conceded" China's AI chip market to Huawei. Huang's comments came as Nvidia reported another blockbuster quarter.
Jensen Huang says he's found a ‘brand new' $200B market for Nvidia
Nvidia founder and CEO Jensen Huang is, perhaps, one of the greatest corporate hype men of all time when it comes to his company. He may even surpass Salesforce's Marc Benioff when it comes to relentless optimism in his company's future and revenues.
NVIDIA Beats Estimates After Market Session Surges
NVIDIA's earnings grew +140% year over year, +85% on revenues. An $80B share repurchase was also announced.
NVIDIA Q1 Earnings Call Highlights
NVIDIA NASDAQ: NVDA reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign customers and enterprise users.
Data Center & Edge: NVDA Redefines itself After Blockbuster EPS
Following another blockbuster earnings report, its clear that NVIDIA remains the undisputed AI leader.
Nvidia: The AI Factory Is Open, And Demand Keeps Exploding
Nvidia Corporation delivered another quarter of outstanding results, with Q1 FY27 revenue up 85% YoY and a robust Q2 guide excluding China. Data Center revenue reached $75.2B, now split nearly 50/50 between Hyperscalers and ACIE, highlighting broadening demand beyond a few large customers. NVDA's gross margin held at 75% despite surging costs, and operating leverage remains strong, though rising OpEx and the Rubin transition warrant monitoring.
Nvidia (NVDA) Tops Q1 Earnings and Revenue Estimates
Nvidia (NVDA) came out with quarterly earnings of $1.87 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $0.81 per share a year ago.
Nvidia's revenue hits record $81B — easily topping Wall Street estimates — on massive demand for AI chips
“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed,” said CEO Jensen Huang in a statement.
Nvidia: The Market Is Watching The Wrong Number
Nvidia Corporation commands software-like gross margins by designing chips and outsourcing production to TSMC. NVDA's superior software ecosystem and hardware drive customer loyalty, supporting margin strength and valuation. TSMC's dominance in advanced chip manufacturing represents a key margin threat if it seeks higher compensation.
Nvidia Trounces Records, Growth Accelerates
Nvidia Corporation delivered record Q1 results, beating estimates for the 14th consecutive quarter and accelerating revenue growth, especially in its data center segment. Q1 revenue surged 85% year-over-year to nearly $82 billion, with data center revenues up over 90%, highlighting NVDA's dominant position in AI infrastructure. Gross margin stabilized at 75%, and a new $80 billion buyback was announced, though this represents only about 1.5% of market cap.
Nvidia posts another record quarter, reveals $43 billion of holdings in startups
Nvidia announced another record revenue figure after market close on Wednesday, reporting financial results for the quarter ending April 26. Over those three months, the company brought in $81.6 billion in revenue (up 20% from the previous quarter) and a record $75.2 billion in data center revenue.
Nvidia: The Market Is Wrong About Q1
Nvidia Corporation delivered exceptional Q1 results, with revenue and EPS beating consensus and YoY data center revenue surging to $75.2 billion. NVDA expects Q2 revenue near $91 billion, reflecting robust AI-driven demand, Blackwell ramp-up, and strong execution amid rare industry tailwinds. Despite competition risks from proprietary chips by Amazon and Alphabet, NVDA maintains a compelling moat, operating leverage, and margin expansion.
