Nafidia Reports 44.06 billion dollars in Q1 FY26, amid the loss of H20 with a value of $ 4.5 billion and expanding the Inactions of Amnesty International throughout the United States and Asia. This represents an increase of 69 % year on an annual basis and a quarter of a quarter of a quarter, which indicates export and company restrictions The fluctuation of the last arrow prices Its decisive role in operating the infrastructure for an account via basic industries such as Amnesty International and Encryption.
Margins and NVIDIA – indicators growth even among some restrictions and losses
As we have already said, the company announced record revenues of 44.06 billion dollars, and the highest 69 % compared to the same period last year and 12 % above a quarter of a quarter-the main contribution that came from the data center sector, which achieved $ 39.1 billion. This is up to 73 % more than a year ago, which confirms that the intense areas of an artificial intelligence and encryption are still only a momentum.
However, this race has a negative aspect, which caused an organizational tightening, so the company has realized the losses from the export restrictions on the H20. The result of this was the deletion of $ 4.5 billion on stocks and obligations, as well as the inability to provide another $ 2.5 billion during the reports period.
The total margin has decreased by GAAP to 60.5 % (from 73 % in the previous quarter), and below GAAP to 61 %-again, without calculating the losses related to H20, this number was 71.3 %, similar to the targeting of the company.
The stock profits amounted to $ 0.76 according to the principles of acceptable accounting in general and 0.81 dollars under the principles of acceptable accounting in general, and if the impact of export restrictions is excluded, the rate rate was $ 0.96, which is 60 % higher than the same period of the fiscal year 25.
Data Center Sector – Focus on the topical capacity and infrastructure of Amnesty International
Among other indicators, this indicators are the most important and may indicate the path of industry. In response to restrictions, NVIDIA accelerated the construction of their artificial intelligence factories. For example, in the United States, Blackwell superior computers have already begun, and projects in Taiwan have been jointly confirmed with Foxconn, in Saudi Arabia with Humain, and also in the United Arab Emirates through Stargate UAE- A group of the next generation in partnership with G42, Openai, Oracie, SoftBank and Cisco.
All of this constitutes the computing institution not only for central solutions but also for independent clouds, edge cases, and systems that have the requirements of sovereign infrastructure, which is very important to independent developments in the field of artificial intelligence and decentralized financial systems.
Speaking on a large scale, the NVIDIA infrastructure, Blackwell, Grace Hopper and DGX play a decisive role in a number of decentralized ecosystems-in particular, in projects IO.NET, BitTensor, Akash and Gensyn, are used in evidence accounts, benefit from the story, and Orchestation Ai-Ai-AI-AI-EI-AV.
Games Sector – 48 % growth and continuous DLSS 4 expansion
The games, until recently, were the only driver behind developing more efficient and high -performance solutions, but still play their role. Revenue of $ 3.8 billion has achieved 48 % more than the previous quarter and 42 % higher on an annual basis. Of course, this is mainly due to new products such as RTX 5070 and RTX 5060, and DLSS 4 appearance in more than 125 games, and emphasize that Nintendo Switch 2 uses NVIDIA chip.
This, by the way, is also important for the Web3 infrastructure, where similar solutions are collected in groups and also become a strong Blockchain contract. In addition, this expands the options and makes the possible Web3 clinics with visual layers created outside the chain with the subsequent verification of the series of property and originality rights.
Robots, professional perception, digital twins and other advanced trends gain flexibility
The company presented the ISAAC GROOT N1, the first structure of human robots that support working and generating movement on the basis of Blackweell. Another important thing was the launch of the Halos security system and ISAAC COSMOS models, designed for the edge computing in industrial scenarios and industrial scenarios with integration based on omniverse and Cosmos SDK.
By the way, with regard to this, the point was very interesting-in my opinion-it is the revenue in the professional perception sector: $ 509 million, an increase of 19 % on an annual basis thanks to the RTX Pro Blackwell, DGX Spark, integration with SAP, Siemens, Schneider Electric and Accenture. The omniverse platform has become the basis here for digital twins, industrial simulation, and 3D models at the level of the institution-all of this is supported by NVIDIA devices.
The integration of this with Web3 protocols in the field of spatial modeling, where the object record (NFTS, DAO contracts, simulations) can be linked to digital twins and scenarios on the series in MetaverSes, as I see it, is only a matter of time.
Q2 FY26 forecasts – neutralization of loss and return to marginal growth
For the second quarter, the company expects $ 45 billion revenues with 2 % deviation, while the loss of about $ 8 billion of potential revenue has already been lost due to H20 restrictions in accounts. NVIDIA expects the total margin to return to the level of 71.8 % – 72.0 % and the total operating expenses of $ 5.7 billion with an effective effective tax rate of 16.5 % ± 1 %. The following profits of $ 0.01 per share will be paid on July 3, 2025.
conclusion
What can we conclude and assume this report? First of all, NVIDIA is increasingly tracking the Apple approach, staying away from pure devices and turning into a software software complex, but in corporate and government degree.
We also note how the focus turns towards high -performance solutions and high efficiency, primarily to the needs of Amnesty International, robots and similar sectors. However, decentralized financial systems and cryptocurrencies use these excellent capabilities, and their strategic role also grows at the national level, which is good news for the encryption industry.
In the end, we get more powerful and efficient devices, which means that calculations are cheaper and favorable conditions for the encryption market – all of this without bearing great risks in the face of volatility, as long as the main focus remains on artificial intelligence.
