NVIDIA, the KI and Graphics Chip company, which drives the social changes with AI, reported sales for the primary quarter to finish on April 27, 2025, was $ 44.1 billion, by $ 12% in comparison with the previous quarter.
On April 9, 2025, the US government said NVIDIA that a license was required for the exports of its H20 products to the Chinese market. As a results of these recent requirements, NVIDIA increased a fee of 4.5 billion US dollars in reference to the H20 surplus and buy obligations because the demand for H20 in the primary quarter of the 2026 financial yr. When trading in trade after business time, the Nvidia share increases by 4.4%.
The sales of H20 products in the primary quarter of the 2026 financial yr in front of the brand new export license requirements was 4.6 billion US dollars. NVIDIA was unable to send no further sales of two.5 billion dollars of $ 2.5 billion in the primary quarter. Without the fee of $ 4.5 billion, the gross margin would have been 71.3%in the primary quarter.
For the quarter, GAAP and non-GAAP profits per diluted share were $ 0.76 or $ 0.81. Without the fees of $ 4.5 billion and the associated tax effects, the non-GAAP result would have been 96 cents per share in the primary quarter. Analysts expected a net results of 75 cents per share for sales of $ 43.2 billion.
“Our groundbreaking Blackwell NVL72 AI Supercomputer-A” Denukprache “, which is designed for the argument, is now a full scale of production through system manufacturers and cloud conductors,” said Jensen Huang, founder and CEO of Nvidia. “The worldwide demand for NVIDIA -KI -KI -Infrastructure is incredibly strong. The AI infections -token -Token -generation has increased ten times in only one yr, and as a AI agent becomes a mainstream, the demand for AI computing will speed up. Countries everywhere in the world recognize the AI as a necessary infrastructure -just like electricity and the Internet and the Internet and the Internet. at the middle of the necessities. “
The Nvidia shareholders were afraid when Deepseek appeared. Already on January 27, the NVIDIA share fell by 17%and lost the market value of $ 600 billion after investors feared that the efficient AI models from Deepseek could reduce the demand for Nvidia-Ki hardware from Nvidia. But the stock has recovered since that point.
NVIDIA played down the concerns and announced a lot of recent products throughout the Computex Mass in Taiwan last week.
In his outlook for the second quarter, Nvidia expects the income to be 45 billion US dollars plus or minus 2%. This reflects a lack of sales of 8 billion US dollars as a consequence of the restrictions on export control.
GAAP and non-GAAP gross places are expected to be 71.8% or 72.0% plus or minus 50 basis points. The company continues to work in the midst of the 70% of the range this yr to attain gross margins.
GAAP and non-GAAP operating costs are expected to be roughly $ 5.7 billion or $ 4.0 billion. The Fiscal 2026 operating cost growth is predicted to lead to his mid-30%.
Data center turnover
The turnover in the primary quarter was $ 39.1 billion, by 10% in comparison with the previous quarter and over the previous yr by 73%.
NVIDIA announced that it could construct factories within the USA and work with its partners to provide NVIDIA AI supercomputers within the USA
Nvidia Blackwell Ultra and Nvidia Dynamo for accelerating and scaling AI argumentation models was also introduced. And it announced a partnership with Humain to construct AI factories within the Kingdom of Saudi Arabia to drive the subsequent wave of the event of artificial intelligence.
Also within the Middle East, Stargate Vae, a next generation of the subsequent generation in Abu Dhabi, united it united Arabian Emirates, alongside strategic partners G42, Openai, Oracle, Softbank Group and Cisco.
The company said that it’s planning to work with Foxconn and the Taiwanese government to construct an AI factory supercomputer. It also announced joint initiatives with Alphabet and Google to advance agents -ai solutions, robotics and drug discovery.
And it was shown that Nvidia Blackwell Cloud instances are actually available in AWS, Google Cloud, Microsoft Azure and Oracle Cloud infrastructure.
Gaming and AI -PC
The game turnover in the primary quarter was a record of $ 3.8 billion, a rise of 48% in comparison with the previous quarter and a rise of 42% in comparison with the previous yr.
NVIDIA also announced the Geforce RTX 5070 and RTX 5060 and brought Blackwell graphics at prices from 299 US dollars for desktops and $ 1,099 for laptops.
“A robust introduction of players made Blackwell the fastest ramp of all time,” said Colette Kress, CFO from Nvidia, in an analyst call. “Improved offer and availability in the primary quarter” helped to begin Blackwell, and he or she said, Nvidia expected to proceed this progress within the second quarter. She noticed that GeForce has a footprint of 100 million users, and AI -PC models can perform the Copilot+ AI technology from Microsoft.
And the corporate said that Nvidia DLSS 4 was now available in over 125 games, including Black Myth Wukong, Doom: The Dark Ages, Indiana Jones and The Great Circle, Marvel Rivals and Star Wars Outlaws.
The Nintendo Switch 2, which is able to start on June 5, is powered by an Nvidia processor and a AI-driven DLS and delivers as much as 4K games. Nvidia said that this offers a “huge leap” in game consoles today.
And the Nvidia RTX Remix Modding platform began and attracted the publication of the Half-Life 2 RTX demo.
Professional visualization
The turnover in the primary quarter was $ 509 million, flat with the previous quarter and a rise of 19% in comparison with the previous yr.
The Nvidia RTX Pro Blackwell series announced for workstations and servers.
The company unveiled Nvidia DGX Spark and DGX Station Personal AI Supercomputer, that are powered by the Nvidia Grace Blackwell platform.
NVIDIA announced that the leading industry -software and repair providers Accenture, ANSYS, databases, SAP, Schneider Electric with Etap and Siemens integrate the Nvidia Omniverse platform into their solutions so as to speed up industrial digitization with physical AI.
Automobile and robotics
The automotive traffic in the primary quarter was $ 567 million, which decreased by 1% before the quarter and 72% in comparison with the previous yr.
The company announced a collaboration with General Motors to vehicles, factories and robots of the subsequent generation with Nvidia Omniverse, Nvidia Cosmos and Nvidia Drive Agx.
It also announced Nvidia Isaac Gr00T N1, the primary open model of Humanoid Robot Foundation on the planet, followed by Nvidia Isaac Gr00T N1.5; Nvidia Isaac Gr00T-Dreams, a blueprint for the generation of synthetic movement data; and Nvidia Blackwell systems for acceleration of humanoid robot development.
