NVIDIA's blockbuster earnings drop Wednesday! Projected record-breaking revenue of $78 billion

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NVIDIA will release its FY2027 Q1 earnings after the US market close this Wednesday (5/20). Wall Street consensus estimates revenue at approximately $78 billion, a year-over-year increase of about 78%, with non-GAAP earnings per share (EPS) projected at $1.77. The shipment pace of the Blackwell platform and gross margins are the biggest highlights for this quarter, and the options market has priced in a volatility range of 8-10%. (Context: Trump's stock trading details revealed! Swept up 3,642 orders in Q1, poured money into NVIDIA and Dell, then publicly talked up the market) (Background: Jensen Huang's visit to China was in vain! China proactively refuses to buy H200, what is the calculation behind it?) The world's largest chip company is about to report its results. NVIDIA will announce its FY2027 Q1 earnings after the US market close this Wednesday (5/20). This is the first full quarterly report since the full-scale shipment of the Blackwell architecture and is a key figure in determining whether the AI hardware rally can continue. NVIDIA's current market capitalization has reached a record $5.46 trillion, with the stock price at $225.32. At this scale, any numbers that fall short of expectations are not just NVIDIA's own problem. Wall Street's consensus expectations for this quarter are quite clear: revenue of approximately $78 billion, a year-over-year increase of about 78%, and non-GAAP EPS of about $1.77, all of which would set new quarterly records. NVIDIA's own guidance from the previous quarter was also around $78 billion with a 2% fluctuation, setting a range of $76.4 billion to $79.6 billion, meaning even NVIDIA itself projected record-breaking results. The protagonist behind this is, of course, Blackwell. This architecture now dominates data center compute shipments. The consensus revenue for the Data Center segment alone is around $73 billion, with some brokerage valuation models even pushing it above $75 billion. Overall, the annualized revenue estimate related to Blackwell has jumped from $86.4 billion last year to $137 billion this year, a growth rate of nearly 59%. Analysts generally believe that if both the earnings and the next quarter's guidance exceed expectations, there is still room for the stock price to rise. However, the options market has already priced in a volatility range of 8% to 10%, meaning traders are not ruling out sharp swings in either direction. After NVIDIA's previous quarterly earnings report, the entire AI concept stock sector moved in tandem, with companies from TSMC to Broadcom, AMD, and the newly listed Cerebras all being affected. With a current market cap of $5.46 trillion, a 10% swing in NVIDIA's stock in a single day represents a market cap fluctuation of over $500 billion, a figure larger than the total market capitalization of most listed companies. Another reason is the Chinese market. Jensen Huang recently visited China, but news that China is proactively refusing to buy the H200 continues to ferment. US export controls are tightening the blockade on the Chinese market, and since China was once NVIDIA's second-largest market, how much of this revenue gap can be filled is a question that will certainly be asked during the earnings call. When will NVIDIA's FY2027 Q1 earnings be released? NVIDIA will release its FY2027 Q1 earnings and hold an earnings call after the US market close on Wednesday, May 20, 2026. Wall Street consensus revenue is approximately $78 billion, a 78% year-over-year increase, with an estimated EPS of $1.77. How much impact does the Blackwell platform have on NVIDIA's revenue? Blackwell has dominated NVIDIA's data center compute shipments, with the Data Center segment's revenue consensus at approximately $73 billion. Blackwell's annualized revenue has jumped from $86.4 billion last year to $137 billion this year, a growth of nearly 59%.

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