▶ Full Post Text
Revenue reached $81.6 Billion, up 85% year over year adjusted EPS was $1.87, an increase of 140% year over year
Data Center revenue hit an all time high of $75.2 Billion, up 92% compared to the same period last year
**Q2 Outlook**:Revenue is expected to be $91.0 billion, plus or minus 2%. NVIDIA outlook excludes data center compute revenue from China.
GAAP and non GAAP gross margins are expected to be 74.9% and 75.0%, respectively, plus or minus 50 basis points.
GAAP and non GAAP operating expenses are expected to be approximately $8.5 billion and $8.3 billion, respectively.
**Jensen Huang, founder and CEO of NVIDIA, stated**
The build out of AI factories the world largest infrastructure expansion in history is accelerating at a stunning pace. AI agents have arrived they are working efficiently, creating real value, and rapidly scaling across every enterprise and industry. With its unique strengths, NVIDIA sits at the heart of this transformation the only platform that can run across all cloud platforms, power all frontier technologies and open source models, and scale to wherever AI is created, from hyperscale data centers to the edge.
Share Repurchases:
NVIDIA announced an additional $80 billion in share repurchase authorization and raised its quarterly cash dividend from $0.01 per share to $0.25 per share.
**Data Center**
First quarter revenue reached a record $75.2 billion, up 21% from the previous quarter and 92% year over year
Announced the NVIDIA Vera Rubin platform, featuring the NVIDIA Vera CPU the world first processor designed specifically for embodied AI and NVIDIA BlueField®-4 STX, an accelerated storage infrastructure for embodied AI factories.
NVIDIA Dynamo 1.0 entered production this open source software boosts generative and embodied inference performance on NVIDIA Blackwell GPUs by up to 7x and is seeing widespread global adoption.
Announced NVIDIA NemoClaw for the OpenClaw agent platform NVIDIA OpenShell for autonomous AI agents with built in privacy and security controls and the NVIDIA Agent Toolkit, an open source platform for building autonomous enterprise AI agents.
Advanced the development of sophisticated open AI models through NVIDIA Nemotron, NVIDIA BioNeMo, and NVIDIA Ising models, as well as the formation of the NVIDIA Nemotron Alliance.
Expanded collaboration with Google Cloud to accelerate the advancement of embodied and physical AI, including the introduction of new A5X instances powered by NVIDIA Vera Rubin, and a preview of Google Gemini models running on NVIDIA Blackwell and Blackwell Ultra GPUs via Google Distributed Cloud.
Expanded the AI ecosystem through a strategic partnership with Marvell, leveraging NVIDIA NVLink Fusion and collaboration in silicon photonics technology.
Announced multi year strategic agreements with Coherent ($COHR.US$), Corning ($GLW.US$), and Lumentum ($LITE.US$) to accelerate innovation in advanced optical technologies.
Announced the NVIDIA RTX PRO 4500 Blackwell Server Edition GPU