NVDA · News · 20260817N
Revenue Performance and Mix
NVIDIA CORP · 2026-08-17 · Importance 85 · Surprise 64 · In source text
NVIDIA reported fiscal first-quarter revenue of $81.6 billion, described as a record result. Data Center revenue was $75.2 billion, representing approximately 92% of total quarterly revenue. Reported sales were up 85% year over year, indicating continued substantial growth in the company’s largest operating segment. NVIDIA guided to approximately $91 billion of revenue for the July quarter, implying sequential growth of about 11.5% from the fiscal first quarter.
Key facts
- The chipmaker reported record fiscal first-quarter revenue of $81.6 billion, including $75.2 billion from Data Center, and guided to roughly $91 billion for the July quarter. source
- The digest states Nvidia has $91B July quarter revenue and 75% gross margin guidance. source
- The chipmaker is expecting roughly $200 billion in chip sales from just the first phase. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +46.3% | The chipmaker is expecting roughly $200 billion in chip sales from just the first phase. |
| revenue | positive | realized | — | The chipmaker reported record fiscal first-quarter revenue of $81.6 billion, including $75.2 billion from Data Center, and guided to… |
| revenue | positive | probable | — | The digest states Nvidia has $91B July quarter revenue and 75% gross margin guidance. |
| margin | positive | probable | — | The digest states Nvidia has $91B July quarter revenue and 75% gross margin guidance. |