英伟达NVIDIA（NVDA）2026财年第一季度业绩报告「NASDAQ」（英文版）（10页）.pdf

1、NVIDIA Announces Financial Results for First QuarterFiscal 2026Revenue of$44.1 billion,up 12%from Q4 and up 69%from a year agoData Center revenue of$39.1 billion,up 10%from Q4 and up 73%from a year agoNVIDIA(NASDAQ:NVDA)today reported revenue for the first quarter ended April 27,2025,of$44.1 billion

2、,up 12%from theprevious quarter and up 69%from a year ago.On April 9,2025,NVIDIA was informed by the U.S.government that a license is required for exports of its H20 products intothe China market.As a result of these new requirements,NVIDIA incurred a$4.5 billion charge in the first quarter of fisca

3、l2026 associated with H20 excess inventory and purchase obligations as the demand for H20 diminished.Sales of H20products were$4.6 billion for the first quarter of fiscal 2026 prior to the new export licensing requirements.NVIDIA wasunable to ship an additional$2.5 billion of H20 revenue in the firs

4、t quarter.For the quarter,GAAP and non-GAAP gross margins were 60.5%and 61.0%,respectively.Excluding the$4.5 billion charge,first quarter non-GAAP gross margin would have been 71.3%.For the quarter,GAAP and non-GAAP earnings per diluted share were$0.76 and$0.81,respectively.Excluding the$4.5billion

5、charge and related tax impact,first quarter non-GAAP diluted earnings per share would have been$0.96.“Our breakthrough Blackwell NVL72 AI supercomputer a thinking machine designed for reasoning is now in full-scaleproduction across system makers and cloud service providers,”said Jensen Huang,founder

6、 and CEO of NVIDIA.“Globaldemand for NVIDIAs AI infrastructure is incredibly strong.AI inference token generation has surged tenfold in just one year,and as AI agents become mainstream,the demand for AI computing will accelerate.Countries around the world arerecognizing AI as essential infrastructur