Overview

• In Q1 FY26, Nvidia reported $44 billion in revenue, up 69% year-over-year, and adjusted EPS rose to $0.81 from $0.61 a year ago
• Shares climbed to record highs, lifting Nvidia’s market capitalization to about $3.8 trillion and cementing its position as the world’s most valuable company
• New U.S. export restrictions on H20 AI chips to China are projected to curb roughly $5.5 billion in sales this fiscal year
• Under Huang’s leadership, Nvidia has rebranded itself as an AI infrastructure provider, integrating hardware, software and cloud services into its offerings
• Huang has spotlighted robotics—including autonomous vehicles and humanoid robots—as the next multitrillion-dollar market, leveraging platforms like Drive and Cosmos AI