NVIDIA has released the financial results for the first quarter of its new fiscal year, ending on April 27, 2025, with revenue of US$ 44.1 billion, representing an increase of 12% compared to the previous quarter and 69% compared to the previous year.
“Our supercomputer Blackwell NVL72 AI, a ‘thinking machine’ designed for reasoning, is now in large-scale production with system manufacturers and cloud service providers,” says Jensen Huang, founder and CEO of NVIDIA.
“Global demand for NVIDIA’s AI infrastructure is incredibly strong. AI inference token generation has increased tenfold in just one year, and as AI agents become common, the demand for AI computing accelerates. Countries around the world are recognizing AI as essential infrastructure – just like electricity and the internet – and NVIDIA is at the center of this profound transformation,” concludes Huang.
NVIDIA leads the new era of AI with records, partnerships, and global expansion
During the first quarter of the fiscal year 2026, NVIDIA’s Data Center division reported revenue of US$ 39.1 billion, a 10% increase compared to the previous quarter and a 73% increase compared to the same period last year.
One NVIDIA:
- Is buildingfactories in the United States and collaborating with partners to produce AI supercomputers in the country;
- Announced its partnership with HUMAIN to build AI factories in Kingdom of Saudi Arabia;
- Unveiled Stargate UAE, a next-generation AI infrastructure cluster located in Abu Dhabi, United Arab Emirates;
- Revealed plans to work with Foxconn and the Taiwanese government to build a supercomputer for an AI factory;
- Highlighted that its platform Blackwell set records in MLPerf inference results, achieving up to 30 times better performance;
- Announced the opening of a new research center in Japan, housing the world’s largest quantum research supercomputer.
NVIDIA reports solid growth in professional visualization and automotive revenue, despite quarterly challenges
During the first quarter, revenue from the professional visualization segment was $509 million, flat compared to the previous quarter and 19% higher year-over-year.
In the automotive segment, first-quarter revenue was $567 million, a 1% decrease from the previous quarter but a 72% increase compared to the same quarter last year.
Marcio Aguiar, Director of the Enterprise Division at NVIDIA Latin America, emphasizes: “These results reflect our commitment to innovation and expansion in the region, positioning us as a key partner in the digital transformation of Latin American companies. We drive the adoption of AI and advanced technologies that have a real impact on their businesses.”
NVIDIA’s outlook for the second quarter
The expected revenue is US$ 45 billion, with a margin of error of plus or minus 2%. This forecast reflects a revenue loss of approximately US$ 8 billion in the quarter due to recent export control restrictions.
Additional Notes
NVIDIA will pay its next quarterly dividend in cash of US$ 0.01 per share on July 3, 2025, to all shareholders registered on June 11, 2025.
To view the full balance sheet, click here.
