AI and graphics chip company Ann Vadia, which conducted social changes with AI, reported revenue in the first quarter ended April 27, 2025, which is 12 % higher than the previous quarter and 69 % higher than a year ago.
On April 9, 2025, the US government told NVIDIA that a license was needed to export its H20 products to the China market. As a result of these new requirements, NVIDIA raised $ 4.5 billion in the first quarter of the FY 2026 associated with the H20 additional inventory and purchase responsibilities when H20 demand was reduced.
The sale of H20 products for the first quarter of fiscal year 2026 was 6 4.6 billion before the new export licensing requirements. NVIDIA was unable to send an additional H20 extra income of $ 2.5 billion in the first quarter. Except for a $ 4.5 billion charge, the non -gap grass margin in the first quarter was 71.3 %.
For the quarter, GAAP and non -GAAP revenue per weak shares were 76 0.76 and 81 0.81 respectively. Except for Billion 4.5 billion compensation and tax -related effects, non -GAAP’s weak income in the first quarter is 96 cents per share. Analysts expect a net income of 75 cents to share $ 43.2 billion in Q1 revenue.
In a statement, NVIDIA founder and CEO Jensen Huang said, “Our progress is Blackwell NVL72 AI Super Computer-A ‘Thinking Machine’ that is developed for reasoning-now the system is in full-scale production in makers and cloud service providers,” said Jensen Huang, the founder and CEO of NVIDIA. “The global demand for NVIDIA AI infrastructure is incredibly strong. The AI diagnosis token breed has increased tenfold in just one year, and as AI agents join the mainstream, the demand for AI computing will accelerate. Countries around the world are recognizing AI as the center of NVIDia and NVIDia – NVIDIA and NVIDIA – NVIDIA and NVIDIA. And like the center of NVIDIA – and like the center of NVIDIA – like the center of NVIDIA – and like the center of NVIDIA – and like the center of NVIDIA – and like the center of NVIDIA – and NVIDIA stands.
Navadia’s shareholders were frightened when the depester emerged. Back on January 27, NVIDIA’s stock declined by 17 %, which reduced the market price by $ 600 billion, when investors expressed concern that Dipic’s effective AI model NVIDIA’s high margin AI can reduce demand for Hardware. But the stock has been recovered since then.
Nodia eliminated these concerns and announced several new products during a computer trade show in Taiwan last week during the quarter.
In its point of view for the second quarter, NVIDIA said it would expect revenue to $ 45 billion, Plus or minus 2 %. It reflects the loss of 8 billion in H20 revenue due to export control limits.
The GAAP and non -GAAP overall margins are expected to be 71.8 % and 72.0 %, respectively, plus or minus 50 twenty points. The company continues to work towards acquiring a total margin in the mid -70 70s later this year.
It is expected that GAAP and non -GAAP operating costs will be about $ 5.7 billion and $ 4.0 billion respectively. The entire year is expected to increase the financial 2026 operating costs throughout the year.
The income of the data center
The first quarter’s income was $ 39.1 billion, up 10 % over the last quarter and 73 % higher than a year ago.
Nvidia announced that she was building factories in the United States and working with her partners to manufacture NVIDIA AI supercomputer in the United States.
It also introduced NVIDIA Black Wheel Ultra and Nvidia Dynamo to accelerate and measure AI reasoning models. And he announced a partnership with Humayan to build AI factories in Saudi Arabia’s kingdom to advance the next wave of artificial intelligence.
Even in the Middle East, it unveiled the Star Gate United Arab Emirates, along with the next -generation AI infrastructure cluster in Abu Dhabi, the United Arab Emirates, as well as strategic partners G42, Openi, Oracle, Softbank Group and Sisco.
The company said it plans to work with Foxkin and the Taiwan government to build an AI factory supercomputer. It also announced the alphabet and joint steps with Google to advance the agent AI solution, robotics and drug discovery.
And he revealed that NVIDIA Blackwell Cloud Examples are now available on AWS, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure.
Gaming and AIPC
Gaming revenue in the first quarter was a record 8 3.8 billion, 48 % higher than the previous quarter and 42 % higher than a year ago.
The NVDIA also announced the Jeffor RTX 5070 and RTX 5060, which brought the gamers to the gamers at 9299 for desktops and the gamers at the price starting from 0,099 for laptops.
And he said that NVIDIA DLSS 4 is now available in more than 125 games, including Black Math Wokong, Dom: The Dark Age, Indiana Jones and The Great Circle, miracle rivals and star war -outs.
It also noted the Nintendo Switch 2, which begins on June 5, powered by NVIDIA processor and AI -powered DLSS, which provides 4K gaming.
And it launched the NVIDIA RTX remix mooding platform, which, with the release of the Half of the Half of the 2 RTX demo, attracted more than two million concerts.
Professional concept
The first quarter’s income was 9509 million, a flat with the last quarter and 19 % higher than a year ago.
NVIDIA RTX pro Blackwell Series for work stations and servers.
The company unveiled NVIDIA DGX Spark and DGX Station ™ Personal AI supercomputes through the NVIDIA GRACE Blackwell Platform.
The NVDIA announced that leading industrial software and service providers, ANSYS, Data BRICS, SAP, Schneider Electric ETAP, and Siemens are integrated with the NVIDIA Oomniverse platform in their solution to accelerate industrial digitalization with physical AI.
Automoto and robotics
The first quarter automotive income was 7 567 million, 1 % higher than the last quarter and 72 % a year ago.
The company announced cooperation with general motors on next -generation vehicles, factories and robots using Nvidia Omniveers, Nvidia Cosmos and NVIDIA drive Agx.
It also announced the Nvidia Isaac Gr00t N1, which is the world’s first open Humanoid Robot Foundation model, followed by NVIDIA ISAAC GR00T N1.5. Nvidia Isaac Gr00t-Dreams, a blueprint to develop artificial movement data; And the NVIDIA BLACKAL System to accelerate the development of humanoid robots.