NVIDIA quarter: revenue $81.6 billion, up 85%, with data centre sales of $75.2 billion
NVIDIA's quarterly filing for the period ended April 26, 2026 reports revenue of $81.6 billion, up from $44.1 billion a year earlier. Data centre revenue was $75.2 billion, up 92% year on year, with hyperscalers about half of it. Net income was $58.3 billion with basic earnings per share of $2.40. No data centre Hopper products were shipped to China, against $4.6 billion a year earlier.
What Happened
NVIDIA reported results for its first fiscal quarter ended April 26, 2026: total revenue of $81,615 million against $44,062 million a year earlier, with the Compute & Networking segment at $74,550 million and Graphics at $7,065 million. Segment operating income reached $56,276 million against $23,694 million a year earlier.
The Reported Numbers
Data centre revenue was $75.2 billion, up 92% from a year ago and 21% sequentially, driven by the Blackwell 300 ramp and demand for InfiniBand, Spectrum-X Ethernet and NVLink. Hyperscaler customers remained approximately 50% of data centre revenue. Net income was $58,321 million with basic EPS of $2.40. The filing states that no data centre Hopper shipments to China occurred during the quarter, compared with $4.6 billion in the same quarter a year earlier, with the company describing itself as effectively foreclosed from that market by US export controls.
Why This Matters
This is the demand side of the AI-memory story told across the rest of the corpus: the accelerator maker nearly doubling data centre revenue year on year is what drives HBM orders at the memory makers and capacity at the foundries. The China zero, stated in the company's own filing, quantifies what the export-control regime costs it.
What Is Still Unresolved
The filing's own risk discussion is unusually direct: Chinese standards and procurement policy could keep the company out of that market even if US controls changed, and supply depends on partners in Taiwan and South Korea. None of those outcomes is knowable from this document.
What To Watch Next
The second-quarter report, Blackwell supply against stated demand, and any change in the export-control position in either direction.
Verification Status
Primary source: SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1045810/000104581026000051/nvda-20260520.htm). An official source is authoritative for what THAT party published; it does not by itself confirm third-party claims. Silence from other parties is never treated as denial.
Sources
Primary source: SEC EDGAR — https://www.sec.gov/Archives/edgar/data/1045810/000104581026000052/nvda-20260426.htm | Primary source: SEC EDGAR — https://www.sec.gov/Archives/edgar/data/1045810/000104581026000051/nvda-20260520.htm
Disclaimer
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Sources & evidence
Primary source: SEC EDGAR. Live public-display equity pricing is not connected yet, so no equity price reaction is shown.
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