NVDA · 8-K · 20260520PR000051

Datacenter Demand and Networking Ramp

NVIDIA CORP · 2026-05-20 · Importance 90 · Surprise 100

Data Center revenue was a record $75.2 billion in Q1 FY2027, up 21% sequentially and up 92% year‑over‑year. Under the prior sub‑market disclosure, Data Center compute revenue was $60.4 billion (up 77% YoY, up 18% sequentially) and Data Center networking revenue was $14.8 billion (up 199% YoY, up 35% sequentially). NVIDIA announced multiple product and platform investments supporting Data Center growth in the quarter, including the Vera Rubin platform (Vera CPU), BlueField‑4 STX, Dynamo 1.0 software, and the RTX PRO 4500 Blackwell Server Edition GPU. The company also disclosed strategic partnerships (e.g., Marvell NVLink Fusion, Google Cloud A5X instances) indicating continued hyperscaler and AI‑factory demand.

Key facts

• Q1 fiscal 2027 Data Center revenue: $75.2 billion, up 21% from the previous quarter and up 92% from a year ago. source
• Under the previous sub-markets, Data Center compute revenue for the quarter was $60.4 billion, up 77% year-over-year and up 18% sequentially. source
• Under the previous sub-markets, Data Center networking revenue for the quarter was $14.8 billion, up 199% year-over-year and up 35% sequentially. source