NVIDIA reported financial results for the first quarter of its new fiscal year, ended 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 full-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 grown tenfold in just one year, and as AI agents become commonplace, 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,” Huang added.
NVIDIA leads the new AI era with records, partnerships, and global expansion
During the first quarter of 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.
NVIDIA:
- Is building factories 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 the 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 Blackwell platform set inference records in MLPerf, achieving performance up to 30 times better;
- 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, the professional visualization segment revenue was US$509 million, stable compared to the previous quarter and 19% higher compared to the previous year.
In the automotive segment, first-quarter revenue was US$567 million, a decline of 1% compared to the previous quarter but an increase of 72% compared to the same quarter last year.
Marcio Aguiar, director of NVIDIA’s Enterprise division for Latin America, emphasized: “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 businesses. We drive the adoption of AI and advanced technologies that have a real impact on their businesses.”
NVIDIA’s outlook for the second quarter
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 second half due to recent export control restrictions.
Additional notes
NVIDIA will pay its next quarterly cash dividend of US$0.01 per share on July 3, 2025, to all shareholders of record on June 11, 2025.
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