NVIDIA reported record revenue of $81.615 billion for the quarter Ended April 26, 2026, led by a $75.2 billion Data

NVIDIA reported record revenue of $81.615 billion for the quarter ended April 26, 2026, led by a $75.2 billion Data Center segment and the launch of the Vera Rubin platform, while forecasting $91.0 billion for the next quarter and raising shareholder returns.

NVIDIA reported record revenue of $81.615 billion for the quarter ended April 26, 2026, driven by surging demand for AI infrastructure and new product announcements. The scale of the results reinforces the company’s central role in building out large AI deployments and signals continued momentum for hyperscale and enterprise AI customers. On a profitability basis, GAAP gross margin was 74.9% (non‑GAAP 75.0%). GAAP net income was $58.321 billion with diluted GAAP EPS of $2.39; non‑GAAP net income was $45.548 billion with non‑GAAP diluted EPS of $1.87. GAAP operating income totaled $53.536 billion for the quarter.

The Data Center business drove the performance, posting a record $75.2 billion in revenue — up 21% sequentially and 92% year‑over‑year. Within Data Center, compute revenue reached $60.4 billion (up 77% year‑over‑year and 18% sequentially) while networking revenue rose to $14.8 billion (up 199% year‑over‑year and 35% sequentially). The company also unveiled the Vera Rubin platform, which includes the NVIDIA Vera CPU.

Reflecting these trends, NVIDIA said it will report results across two market platforms: Data Center and Edge Computing. Data Center reporting will include two sub‑markets — Hyperscale (public clouds and the largest consumer internet companies) and ACIE (AI Clouds, Industrial and Enterprise). Edge Computing will encompass devices for agentic and physical AI, including PCs, game consoles, workstations, AI‑RAN base stations, robotics and automotive applications.

For the second quarter of fiscal 2027 the company expects revenue of $91.0 billion, plus or minus 2%, and explicitly said that outlook does not assume any Data Center compute revenue from China. GAAP and non‑GAAP gross margins are forecast at 74.9% and 75.0%, respectively, each plus or minus 50 basis points. GAAP operating expenses are projected at about $8.5 billion and non‑GAAP operating expenses about $8.3 billion. Full‑year tax rates are estimated between 16% and 18%, excluding discrete items.

NVIDIA returned roughly $20.0 billion to shareholders in the quarter through share repurchases and cash dividends and had $38.5 billion remaining under its repurchase authorization at quarter end. On May 18, 2026 the board approved an additional $80.0 billion to the repurchase authorization with no expiration. The company raised its quarterly cash dividend from $0.01 to $0.25 per share, payable June 26, 2026, to holders of record on June 4, 2026.

CEO Jensen Huang framed the results around what he called the rapid buildout of “AI factories” and the arrival of agentic AI, saying NVIDIA is positioned at the center of that transformation. For builders and infrastructure planners, the mix of record Data Center revenue, the new Vera platform, revised market segmentation and guidance that excludes China compute points to continued prioritization of hyperscale and industry‑scale AI deployments alongside expanding edge use cases.