Quick Read – NVDA hit $82B in Q1 revenue, up 85% YoY, with net income surging 210% and Q2 guidance of $91B that already excludes China. – NVIDIA raised its dividend 25-fold, authorized $80B in new buybacks, and returned $20B to shareholders in a single quarter. – Jensen Huang…
ld 438K shares at $182, and a $4.5B China export write-down flags real risk beneath the headline growth numbers. – NVIDIA (NASDAQ:NVDA) shares have drawn renewed investor attention following the company’s May report, with the chipmaker positioned at the center of an accelerating AI infrastructure cycle that has lifted both order flow and capital returns. The bull case is straightforward
NVIDIA sells the picks and shovels for the largest infrastructure buildout in modern computing, and the order book keeps growing. CEO Jensen Huang called it “the buildout of AI factories, the largest infrastructure expansion in human history, accelerating at extraordinary speed”, and the numbers behind that line underscore the scale of demand. The data behind the latest quarter Start with the latest quarter.
Q1 FY2027 revenue hit $81.61 billion, up 85.2% YoY, the fourth straight beat. Data Center revenue reached $75.25 billion, up 92% YoY, with networking at $14.8 billion, up 199% YoY. Non-GAAP EPS came in at $1.87.