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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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Nvidia's Q1 FY2026 showed strong resilience with a revenue/EPS double beat, despite a$4.5B H20 charge from U.S. export controls impacting China sales and gross margins significantly. Data Center revenue soared 73% YoY to $39B, driven by rapid Blackwell adoption (70% of DC compute revenue) and massive deployments by hyperscalers like Microsoft for AI. Surging AI inference demand and emerging Sovereign AI initiatives (e.g., Germany, Saudi Arabia) are set to diversify Nvidia's customer base and fuel future top-line growth beyond hyperscalers.
