NVIDIA posts record Q1 fiscal 2027 revenues of $81.6 billion, beating consensus by 3.6%, as analysts highlight AI infrastructure expansion across nearly 40 countries.

NVIDIA delivered first-quarter fiscal 2027 revenues of $81.6 billion, a 85% year-over-year increase, surpassing the Zacks consensus estimate by 3.6%. Data Center revenues grew 92% year over year, driven by Blackwell architecture and demand for GB300NVL72. The company also increased its quarterly dividend to 25 cents per share.

NVIDIA AI infrastructure is now deployed across nearly 40 countries, representing $50 trillion in GDP. The company's physical AI business exceeded $9 billion in revenues over the past 12 months.

Shares slipped around 1.6% in after-hours trading on May 20, 2026, despite the earnings beat. Analysts note the company's dependence on Taiwan Semiconductor (TSM) for chip fabrication of Blackwell and upcoming Rubin architecture, which creates supply-chain risk from geopolitical tensions.