---
title: "Nvidia set for record Q1 but faces high bar"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287128124.md"
description: "Nvidia is expected to report a record Q1 revenue of $78.8 billion, the highest for a semiconductor company. However, despite previous earnings beats, its stock has declined after three of the last four reports due to high expectations. Investors will focus on Q2 guidance, AI infrastructure spending, and updates on restricted sales in China."
datetime: "2026-05-20T22:55:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287128124.md)
  - [en](https://longbridge.com/en/news/287128124.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287128124.md)
---

# Nvidia set for record Q1 but faces high bar

Record revenue expected: Analysts project Nvidia will post $78.8 billion in Q1 revenue, marking the largest quarterly figure ever for a semiconductor company. Stock reaction uncertain: Despite frequent earnings beats, Nvidia’s shares have fallen after three of the last four reports as high expectations were already priced in. Guidance and AI trends: Markets will watch Q2 guidance and AI infrastructure spending, as well as potential updates on restricted China sales.

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