Nvidia record revenue exceeds US $ 44 billion: Game sector grows amid AI ban

NVIDIA released its financial results for the first quarter of the 2026 fiscal year, reaching record revenues of $ 44 billionthe greatest of its history.

The result represented an increase in 12% compared to the previous quarter and from 69% in the annual comparisonpulled by the strong demand for AI infrastructure and growth in the games segment.

Falling challenges and margins

Despite the increase in revenue, the gross margin fell from 73.0% in the fourth quarter of 2025 to 60,5%. This was due to a low accounting of US $ 4.5 billion Related to the H20 GPUS stock, which were impacted by US export restrictions to China.

Export banal to China, imposed in April, reduced operating profit from the previous quarter. Even without this accounting adjustment, the margin would have been 71,3%still below last year’s levels. Nvidia expects this margin to recover throughout the year with the normalization of inventories.

Data Center and Games lead growth

The segment of Data Center was primarily responsible for this expressive result, reaching US $ 39.1 billion in revenue.

Growth is due to the migration of large customers to new chips Blackwell and the strong demand for AI solutions with H100 and H200 video cards. The sector of games also advanced hard, climbing 48% compared to the previous quarter e 42% in the annual comparisonadding US $ 3.8 billion.

Performance is a direct reflection of the launch of the plates GeForce RTX 5000 and sales recovery after a lower quarter.

HUANG’s view

The NVIDIA CEO, Jensen Huangcommented on the impact of AI on results and the prospects for the coming months:

Global demand for our AI infrastructure is incredibly strong. The generation of AI inference tokens has increased ten times in a year, and as IA agents become more common, the need for computing capacity will accelerate

Jensen HuangNVIDIA CEO

The statement shows how Nvidia sees AI’s advance as a central point to maintain growth even in the face of geopolitical challenges.

What does this mean to the market and the consumer

For those who use PCs and video signs, the result reinforces the expectation that the prices of State -of -the -art GPUS remain high, at least in the short term, due to high demand. In the medium term, investment in factories and production lines can increase supply and balance prices.

In the data centers and cloud computing market, Nvidia strengthens its castle and maintains its position as a global leader, competing with AMD, Intel and Chinese companies.

The search for optical networks and AI solutions will follow intense, shaping the future of chips connections and accelerating technological innovations.

Also read:

Expectations for the next quarter

For the second fiscal quarter of 2026, Nvidia projects a revenue of about US $ 45 billionthat is, another record. The company believes that the demand for GPUs based on architecture Blackwell And its AI platforms will support growth despite the restriction of sales to China.

With the combination of historical results and strategies to deal with the global market, the company is sovereign even with the fierce competition scenario that has been formed.

Source: NVIDIA