Nvidia Posts Record $81.6 Billion Quarter and Boosts Shareholder Returns

Overview

• Nvidia reported record fiscal Q1 revenue of $81.6 billion, an 85% year‑over‑year rise, driven by $75.2 billion from its data‑center business.
• The company announced an $80 billion share‑repurchase authorization and raised its quarterly dividend to $0.25 per share.
• Nvidia issued higher forward guidance of $89.1 billion to $92.8 billion for the next quarter, a range that sits above Wall Street estimates.
• The quarter produced $58.3 billion in GAAP profit and adjusted EPS of $1.87, but the stock showed short‑term volatility after prior profit‑taking and a recent three‑day 6.4% pullback.
• Big tech capital spending — companies have signaled roughly $725 billion in AI investment this year — underpins demand, yet rivals such as AMD, Cerebras and cloud providers’ in‑house chips pose medium‑term risks to Nvidia’s growth and market share.