Santa Clara, California – Nvidia (NVDA) has started its new fiscal year with remarkable momentum, reporting record-breaking revenue for its first quarter, which concluded on April 27, 2025. The accelerated computing giant announced a substantial 12% increase in revenue compared to the previous quarter and an impressive 69% surge year-over-year.
Globally recognized for its pioneering work in accelerated computing and the graphics processing units (GPUs) that have long defined PC gaming, Nvidia has strategically diversified its focus since its inception in 1993. The company has successfully expanded into high-growth sectors such as artificial intelligence (AI), robotics, and autonomous vehicles. This diversification culminated in October 2024 when Nvidia surpassed Apple to become the world’s most valuable company, boasting a market capitalization of $3.53 trillion. The latest financial results emphatically demonstrate that Nvidia is maintaining this powerful trajectory.
Q1 Fiscal Year 2026: A Deep Dive into the Numbers
For the first quarter of fiscal year 2026, Nvidia reported a staggering $44.1 billion in revenue. This figure represents the aforementioned 12% growth from the prior quarter and a massive 69% increase compared to the same period last year. According to the company’s official press release, this exceptional growth is primarily fueled by the sustained global demand for Nvidia’s cutting-edge AI and data center products, which are instrumental in building the global AI infrastructure.
Navigating Geopolitical Headwinds: China Export Regulations
Despite the overwhelmingly positive financial performance, the quarter was not without its challenges. In April 2025, new U.S. export regulations came into effect, mandating licenses for the shipment of Nvidia’s H20 chips to China – semiconductors specifically designed for the Chinese market. As a direct consequence of these regulations, Nvidia incurred a $4.5 billion charge related to excess H20 inventory and purchase obligations. Furthermore, the company was unable to ship an additional $2.5 billion worth of H20 chips due to these restrictions.
Looking Forward: AI as the Driving Force
Despite the significant impact of the China export rules on its H20 product line, Nvidia’s overall record-breaking revenue underscores the immense and growing demand for its AI and data center solutions worldwide. The company’s ability to achieve such substantial growth, even while navigating complex geopolitical challenges, highlights its pivotal role in the ongoing AI revolution. Investors and industry analysts will be closely watching how Nvidia adapts to these evolving regulations and continues to capitalize on the insatiable global appetite for its advanced computing technologies in the quarters to come.
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