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NVIDIA recently announced its financial results for the first quarter of fiscal year 2026, reporting revenue of $44.1 billion — a 69% increase year-over-year and a 12% rise compared to the previous quarter.
During the earnings call, CEO Jensen Huang highlighted that the Blackwell GB200 NVL72 supercomputer has already been adopted by system integrators and cloud service providers. He emphasized the surging demand for artificial intelligence technologies, noting that AI agent services are poised to become a dominant trend in the market. Huang remarked that the global need for accelerated AI computing has intensified, with many regions beginning to regard AI as foundational infrastructure—on par with electricity and internet connectivity. As such, he asserted that constraints in the Chinese market would not hinder NVIDIA’s long-term growth.
However, the company has been affected by new U.S. government export restrictions on advanced technologies. As a result, NVIDIA is no longer permitted to supply its H20 product to China, leading to inventory write-downs and procurement-related expenses totaling approximately $4.5 billion.
In its forecast for the second quarter, NVIDIA expects revenue to reach $45 billion, with a fluctuation margin of plus or minus 2%. This range reflects the potential $8 billion impact from stalled growth in the Chinese market due to export limitations.
Breaking down the company’s revenue composition, the data center business contributed $39.1 billion, while GeForce gaming revenue accounted for approximately $3.8 billion. The company also highlighted that the GeForce user base now exceeds 100 million gamers. NVIDIA’s GeForce technology is playing a key role in accelerating the development of Microsoft’s AI PCs equipped with Copilot services. Additionally, the upcoming Nintendo Switch 2 is confirmed to be powered by NVIDIA’s architecture.
Furthermore, NVIDIA reported that its RTX PRO Blackwell series graphics cards — used in workstations, servers, and Omniverse platform services — generated $509 million in revenue. The automotive segment brought in approximately $567 million, with the company reiterating its commitment to advancing humanoid robotics applications.
Recent reports suggest that NVIDIA is preparing to release a new AI accelerator chip tailored for the Chinese market, with mass production expected to begin as early as June. The new chip is projected to be priced between $6,500 and $8,000 — nearly half the cost of the now-restricted H20. Despite the lower price point, the chip is said to feature a newer Blackwell-based architecture, potentially adapted from the current NVIDIA RTX Pro 6000D. It will reportedly use GDDR7 memory instead of the higher-bandwidth HBM and will forgo TSMC’s CoWoS packaging technology.
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