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NVIDIA reports record Q1 fiscal 2027 revenue of $82 billion, up 85% year-over-year, driven by Blackwell AI infrastructure demand across hyperscalers and enterprise customers.

Yahoo Finance AIMay 21, 20262 min read
NVIDIA reports record Q1 fiscal 2027 revenue of $82 billion, up 85% year-over-year, driven by Blackwell AI infrastructure demand across hyperscalers and enterprise customers.

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3 Key Points

  1. Total revenue reached $82 billion, up 85% from a year earlier and 20% sequentially. Data center revenue was $75 billion, up 92% year-over-year, with $60 billion from data center computing (up 77% year-over-year) and $15 billion from data center networking (nearly tripling year-over-year).

  2. NVIDIA introduced a new reporting structure dividing Data Center into Hyperscale ($38 billion, up 12% sequentially) and ACIE ($37 billion, up 31% sequentially, which includes AI cloud revenue more than tripling year-over-year). Edge Computing generated $6.4 billion, up 10% sequentially and 29% year-over-year.

  3. The company guided for Q2 revenue of $91 billion, plus or minus 2%. Vera Rubin CPU production shipments are expected to begin in the second half of the year starting in the third quarter, with visibility to nearly $20 billion in total CPU revenue this year. Free cash flow reached a record $49 billion, and NVIDIA announced an $80 billion share repurchase authorization in addition to $39 billion remaining under the current plan.

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