Proactive Investors
20 May 2026, 20:45 UTC · 1d ago
Nvidia delivers another record quarter driven by data center growth
Source · https://www.proactiveinvestors.com/companies/news/1092640
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Proactive Investors
20 May 2026, 20:45 UTC · 1d ago
Source · https://www.proactiveinvestors.com/companies/news/1092640
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Story key points
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Nvidia's Q2 fiscal 2027 revenue guidance of $91 billion exceeds Wall Street expectations of $88.5 billion. — Forward guidance is the primary driver of semiconductor stock valuations and indicates sustained AI demand.
+0.80Nvidia reported record fiscal first quarter revenue of $81.6 billion, beating estimates of $78.91 billion. — A significant beat on the top line confirms the current scale and momentum of the AI infrastructure build-out.
+0.70The company approved an additional $80 billion share repurchase authorization and increased its quarterly dividend to $0.25 per share. — Aggressive capital returns signal strong balance sheet health and management's confidence in long-term valuation.
+0.50Data center revenue grew 92% year-over-year to $75.2 billion, with networking revenue specifically surging 199%. — Highlights a diversifying growth engine within the data center segment beyond just compute GPUs.
+0.40The Q2 revenue outlook does not assume any data center compute revenue from China. — Indicates persistent geopolitical headwinds or trade restrictions impacting a key geographic market.
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Model heads
The company reported record fiscal first quarter results that beat Wall Street expectations for both revenue and earnings, alongside strong growth in its data center business and an increased share repurchase authorization.
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