Nvidia Q1 earnings are stellar! Revenue hit a record $81.6 billion, Jensen Huang cheered that the "Agentic AI era has arrived," and dividends surged 24x.

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The king of AI chips is untouchable! NVIDIA's latest Q1 earnings report is out, with quarterly revenue hitting a record-breaking $81.615 billion, a year-on-year increase of 85%. CEO Jensen Huang exclaimed that "the largest infrastructure expansion in human history is accelerating." To reward shareholders, NVIDIA not only announced an $80 billion share buyback program but also "aggressively hiked" its quarterly dividend by 24 times to $0.25 per share. Looking ahead to the second quarter, NVIDIA projects revenue to approach $91 billion, continuing its dominance in the AI era. (Context: Financial Times: China "bans the import" of NVIDIA RTX 5090D V2 gaming chips; Jensen Huang backstabbed after concluding China visit) (Background: NVIDIA's Jensen Huang: The Chinese market will eventually open up to US AI chips) NVIDIA has once again proven its absolute dominance in the field of artificial intelligence to the world. The Q1 FY2027 earnings report for the period ending April 26, 2026, was officially released today (21st). Benefiting from the bottomless demand for AI computing power from global cloud giants and enterprises, NVIDIA delivered an ultimate report card that crushed market expectations across the board. According to official data, NVIDIA's Q1 financial performance was staggering: - Total revenue hit a record high: Reaching $81.615 billion, up 20% from the previous quarter and a massive 85% surge compared to the same period last year. - Net income exploded: GAAP net income reached $58.321 billion, a year-on-year increase of 211%. - Gross margin remained high: GAAP gross margin held at 74.9% (Non-GAAP at 75.0%), demonstrating immense pricing power. - Earnings Per Share (EPS): GAAP EPS reached $2.39 (Non-GAAP at $1.87), more than doubling year-on-year. Notably, NVIDIA adopted a new business reporting framework in this earnings report, dividing its core operations into "Data Center" and "Edge Computing." As NVIDIA's money-printing machine, the Data Center business reached a record $75.2 billion in Q1 revenue (up 92% year-on-year). Breaking it down further, the Compute segment contributed $60.4 billion (up 77% year-on-year), while the Networking segment saw an explosion, with revenue reaching $14.8 billion, a 199% year-on-year increase. In addition, the newly separated Edge Computing business also grew steadily, with quarterly revenue reaching $6.4 billion, up 29% year-on-year. Beyond strong fundamentals, NVIDIA gave investors a huge surprise in capital allocation. The company announced it would raise its quarterly cash dividend from the previous symbolic $0.01 to $0.25 (a 24-fold increase), expected to be paid on June 26 (ex-dividend date on June 4). At the same time, NVIDIA's board of directors authorized a new $80 billion share buyback program (with no expiration date). In total, NVIDIA returned approximately $20 billion to shareholders through buybacks and dividends this quarter. Regarding this stellar earnings report, NVIDIA CEO Jensen Huang stated confidently: "The construction of AI factories—the largest infrastructure expansion in human history—is accelerating at an incredible pace. Agentic AI has arrived and is creating real value across every industry. NVIDIA is the only platform that can operate fully across every cloud, every frontier model, and from hyperscale data centers to the edge." Looking ahead to Q2 FY2027, NVIDIA provided an ambitious forecast. The company estimates Q2 total revenue will reach $91 billion (±2%), with a gross margin maintained at approximately 75.0%. It is worth noting that this forecast "excludes revenue from China data center computing," indicating that even in the face of geopolitical headwinds and US export controls, NVIDIA's global orders remain sufficient to support its frantic growth trajectory.

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