NVDA
Nvidia’s still got the accelerator pinned
Nvidia kicked off fiscal 2027 with a quarter that basically read like a flex video. Revenue hit $8.2 billion, up 85% from a year ago and 20% sequentially, as Blackwell demand and AI infrastructure spending kept humming along like the internet still hasn’t figured out how to stop worshipping GPUs.
The AI factory keeps printing money
The big story wasn’t just the top line. Data center revenue climbed to $7.5 billion, up 92% year over year, with hyperscalers, model builders, and AI cloud customers all piling in. Management said Blackwell ramps are accelerating, inference demand is inflecting, and the company is seeing strong interest across the full AI stack — from chips to networking to whatever comes after “please train this model faster.”
A few things jumped out:
- Blackwell remains the star of the show, with Nvidia calling it the fastest product ramp in company history.
- Demand was especially strong for GB300 and its networking gear, which is basically Nvidia saying the AI buildout still has legs.
- The company is also expanding its CPU plans with Vera, which keeps it from being just a one-trick GPU pony.
Shareholders got a little extra love
Nvidia also sweetened the pot for investors. It lifted its quarterly dividend to $0.25 per share and authorized an $80 billion share repurchase plan. Translation: management is pretty confident the cash machine isn’t running out of toner anytime soon.
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The company projected about $91 billion in revenue for the next quarter, which is the kind of forward guidance that makes Wall Street either swoon or squint. If Nvidia keeps pulling off these absurd growth numbers, the debate shifts from “is AI real?” to “how long can one company stay this central to the entire theme?”
Big picture: Nvidia is still the heavyweight champion of the AI trade, and this quarter didn’t just defend the belt — it made the rest of the market look like it showed up in sneakers.