NVIDIAAI and Graphics Chip Company driving AI social changes, reported income for the first quarter ending April 27,200 from the previous quarter and 69% from a year ago.
On April 9, 2025, the US government told Nvidia that a license is required for exports of Chinese products. As a result of new requirements, NVIVIA earns a $ 4.5 billion fees in Fiscal 2026 related to H20’s obligations purchased at H20. In completion of time trading, Nvidia’s stock is at 4.4%.
Selling products of H20 $ 4.6 billion for the first quarter of fiscal 2026 before new export requirements. NVIDIA has not sent an additional $ 2.5 billion H20 income in the first quarter. Besides $ 4.5 billion fees, the first quarter not gaap gross margin of 71.3%.
For quarter, GAAP and non-GAAP income in each melting feature is $ 0.76 and $ 0.81, in fact. Except for $ 4.5 billion taxpayer payments, the tax impact, the first quarter of non-gaap income per share of 96 cents. It is expected that analysts net income of 75 cents are part of Q1 income to $ 43.2 billion.
“Our Breakthrough Blackwell NVL72 AI SuperComputer – A ‘mind machine’ is now ‘considered by system and clower and CEO manufacturers in NVIDIA, in a statement.” Global demand for NVIDIA’s AI Infrastructure is incredibly strong. Ai Inference Token Generation has surged tenfold in just one year, and as ai agents become mainstream, the demand for ai computing will accelerate. Countries around the world are recognizing ai as essential infrastructure – just like electricity and the internet – and nvidia stands at the center of this profound transformation. “
Nvidia Sharehrolders got a horror when Dereseek emerges. Back on January 27, NVIDIA’s stock has fallen at 17%, which lost $ 600 billion market value, which investors can reduce the need for high-margin AI hard-margin in NVIDIA. But the stock has been recovered since that time.
NVIDIA has lowered concerns and during quarters announcing many new products during the Computex Trade Show in Taiwan last week.
In its sight for the second quarter, Nvidia says it expects revenues of $ 45 billion, plus or minus 2%. This shows a loss of H20 income of $ 8 billion due to the limits of export control.
GAAP and non-GAAP gross margins are expected to be 71.8% and 72.0%, in fact, additional or minus 50 bases. The company continues to work in reaching gross margin in mid 70% of this year.
GAAP operating costs and non-GAAP are expected to be about $ 5.7 billion and $ 4.0 billion, indeed. FUCTION FISCAL 2026 the development of operating costs expected in the mid-30% range.
Data Center Revenue
The first quarter income is $ 39.1 billion, up 10% from the previous quarter and 73% from a year ago.
Nvidia announced that it established US factories and employed with its companions to produce NVIDIA AI Supercomputer in the US
It also identifies Nvidia Blackwell Ultra and Nvidia Dynamo for facilitating and scaling AI’s reasoning models. And it announced a partner in the humidity to build AI factories in the Kingdom of Saudi Arabia to drive the next wave of artificial intelligence.
Also in the Middle East, it was announced in Stillgate UAE, a next generation cluster of AI Dhabi, in United Arabic G42, Openii, Oracle, Oraclek Group and Cisco.
The company said it is to work with foxconn and Taiwan government to build a AI Factory Supercomputer factory. It also informs identical initiatives with the alphabet and Google to promote AI agent solutions, robotics and discriminating drugs.
And it revealed that Nvidia Blackwell Cloud Instances are now available on aws, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure.
Gaming and AI PC
The first quarter game in the game is a record $ 3.8 billion, up 48% from the previous quarter and by 42% from a year ago.
Nvidia also announced GeForce RTX 5070 and RTX 5060, brings Blackwell graphics to gamers at prices starting from $ 299 for desktops.
“Strong adoption through gamers who make the most enthusiastic blackwell ramp,” as Colette Kress, CFO of NVIDIA, in an analyst call. “The healed supply and pickup of Q1” Blackwell helped to go out and he said Nviva is looking forward to keeping in progress in Q2. He discusses Geffffort there is a footprint with 100 million users, and AI PC models have managed to handle Microsoft + AI technology technical.
And the company said Nvidia DLSS 4 is now available in more than 125 games, including black myth woke, big time, Indiana Jones and Great Cars Outlaws.
It also defined the Nintendo Switch 2, launched on June 5, run by a NVIDIA and AI-Powered DLSS processor, which delivers up to 4K gaming. Nvidia says it offers a “giant jump” at the gaming consoles now.
And launched the Nvidia RTX Remix Modding Platform, who attracts two million players, along the release of half life 2 RTX demo.
Professional Visualization
The first quarter income is $ 509 million, flat in the previous quarter and 19% from a year ago.
NVIVIA RTX PRO Blackwell Series is announced for workstations and servers.
The company recognizes NVIDIA DGX Spark and DGX Station Personal AI Supercomputer run by NVIDIA Grace Blarpwell platform.
Nvidia announced that industry leading software and service, ansys, databricks, Schneider associated with Etap, and Schneider with Digniversion
Vehicles and robotics
The first quarter of automotive is $ 567 million, at 1% from the previous quarter and 72% from a year ago.
The company announced a collaboration with general motors in a series of vehicles, factory and robot used Nvidia Omnivorse, Nvidia Cosmos Anx.
It also announced Nitas Isaac’s G00T N1, the first open model of the robot robot Focation Focation, followed by Nvidia’s N1T N1T N1T N1T N1T N1T N1T N1T N1T N1T N1T N1T N1 N1T N1T N1 NVIVIA Asac Grolt-Dreams-Dreams, a plan for creating synthetic motion data; and NVIDIA Blackwell Systems to facilitate human robot development.
