Nvidia 輝達 Q1 財報超狂！營收 816 億鎂創紀錄，黃仁勳嗨喊「Agentic AI 時代到來」、股息暴漲 24 倍

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AI chip king remains unshakable! 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. Looking ahead to the second quarter, NVIDIA projects revenue to approach $91 billion, continuing its dominance in the AI era. (Previous coverage: Financial Times: China "bans import" of NVIDIA RTX 5090D V2 gaming chips, Jensen Huang backstabbed after China visit) (Background: NVIDIA's Jensen Huang: The Chinese market will eventually open up to US AI chips) NVIDIA has once again proven to the world its absolute dominance in the field of artificial intelligence. 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 profit 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. It is worth noting that NVIDIA adopted a new business reporting framework in this earnings report, dividing its core operations into "Data Center" and "Edge Computing." As NVIDIA's cash cow, 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 its strong fundamentals, NVIDIA gave investors a huge surprise in capital allocation. The company announced it would increase 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 June 4). At the same time, the NVIDIA board 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, from hyperscale data centers to the edge." Looking ahead to Q2 FY2027, NVIDIA provided an ambitious financial forecast. The company estimates Q2 total revenue will reach $91 billion (±2%), with gross margin remaining at approximately 75.0%. Notably, 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 are sufficient to sustain its insane growth trajectory.

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ID：f26818014e

來源：動區 BlockTempo

發佈：2026-05-20 20:06:20

分類：bullish · 導出分類 bullish

標的：未指定

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