NVIDIA Q1 $81.6B: Vera Rubin Ramping, Financing $500B AI Fund, $91B Q2 Guidance — August 26 Earnings Test
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- NVIDIA reported a record first-quarter revenue of $81.6 billion, driven by $75.25 billion from the Data Center segment, and issued a second-quarter revenue guidance of $91 billion.
- The company entered the AI financing market by participating in a $500 billion fund and backing a $105 billion OpenAI data center lease agreement to support infrastructure builds.
- Full-scale production for the Vera Rubin architecture has begun, with Foxconn scheduling server rack shipments to start in the fourth quarter of 2026.