NVIDIA Corporation (NVDA.US) Q1 Fiscal Year 2027 Earnings Conference Call
Live time: May 20, 2026 21:00
NVIDIA Corporation (NVDA.US) Q1 Fiscal Year 2027 Earnings Conference Call
Live time: 05/20/2026 21:00:00
英伟达公司 (NVDA.US) 2027 财年第一季度业绩电话会
Summary
00:57
Opening Remarks by Sarah
Sarah, the operator for the NVIDIA Q1 Earnings Call, welcomed attendees and introduced the call, noting that all lines are muted and a Q&A session will follow.
01:29
Opening Remarks by Soshiya Hari
Soshiya Hari, Head of Investor Relations, welcomed participants to NVIDIA's FY2027 Q1 earnings call and introduced CEO Jensen Huang and CFO Colette Kress. He highlighted the availability of a webcast replay until the next earnings call.
02:59
CFO Colette Kress Q1 Financial Results Overview
Colette Kress reported record revenue of $82B, an 85% YoY increase and a 20% sequential growth. Capital return to shareholders reached $20B, driven by robust demand for Blackwell GPUs, especially in the data center market, which grew 92% YoY to $75B.
04:28
CFO Colette Kress on AI Investments and Data Center Performance
Colette Kress highlighted strong AI-driven growth with over 10MW partner sites doubling to 80 locations globally. Revenue segmentation showed hyperscale at $38B, up 12% sequentially, and ACIE at $37B, up 31% with AI cloud revenue tripling YoY.
10:37
CEO Jensen Huang on AI Demand Acceleration
CEO Jensen Huang emphasized AI infrastructure demand growth, citing $20%-plus increases in H100 and A100 cloud pricing since the start of the year. He predicted AI infrastructure spending to reach $3-4 trillion per year by the late 21st century.
14:51
CEO Jensen Huang on Verra CPU Market Potential
Jensen Huang introduced Verra CPU, noting its potential to open a $200B TAM for NVIDIA and to accelerate adoption of AI factories as an essential for next-gen compute systems.
19:37
CFO Colette Kress Q2 Outlook
Colette Kress shared Q2 projections of $91B revenue with a 2% margin of variance. GAAP and non-GAAP gross margins are expected at ~75%, and operating expenses up 40-50% YoY due to increased AI investments.
28:58
Analyst Question on Data Center Growth — Ben Reitzes (Melius Research)
CEO Jensen Huang confirmed confidence in data center growth surpassing hyperscale CapEx, expecting further acceleration. Huang estimated the market to reach $3-4 trillion by the end of the decade, driven by AI compute transformation.
38:31
Analyst Question on Verra CPU Development — Timothy Arcuri (UBS)
CEO Jensen Huang addressed Verra CPU use cases, outlining four distinct applications across AI and enterprise workloads. He projected Verra CPUs to grow as a standalone $200B revenue segment.
57:47
Closing Remarks by CEO Jensen Huang
CEO Jensen Huang highlighted NVIDIA's platform as the central infrastructure for the AI era, citing partnerships with major AI companies and innovation in ecosystem technologies. He pointed to Verra CPU as a future driver of growth.
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