Nvidia Data Center Revenue Surges 92% to $75B Record
Nvidia posted record data center revenue of $75 billion in Q1 2026, up 92% year-over-year. The company also changed its reporting to show revenue from outside the hyperscalers (Amazon, Microsoft, Alphabet, Meta).
MSFTMicrosoft Corporation
AMZNAmazon.com, Inc.
METAMeta Platforms, Inc.
GOOGLAlphabet Inc.
GOOGAlphabet Inc.Key Numbers
Nvidia (NVDA) reported record data center revenue of $75 billion for the first quarter of fiscal 2026, a 92% increase from the same period last year. Stock reaction was not immediately available.
Key Financial Results
| Metric | Value | YoY Growth |
|---|---|---|
| Data Center Revenue | $75B | +92% |
| Total Revenue | TBA | - |
| Net Income | TBA | - |
| EPS | TBA | - |
Highlights from the Release
Nvidia changed how it breaks down data center sales, now showing how much comes from outside the so-called "hyperscalers" — Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL), and Meta (META). This provides investors with better visibility into customer diversification.
Guidance
Nvidia did not provide formal guidance for the next quarter in this release.
Impact on Stock
Investors are likely to view the strong growth in data center revenue as a positive sign of sustained demand for AI chips, especially given the broadening customer base beyond hyperscalers.
What This Means for Investors
The announcement indicates that demand for Nvidia's data center products remains robust, and the company is benefiting from a wider customer base. However, full financial details should be monitored upon release.
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