Nvidia Posts $81.6 Billion Q1 Revenue as $75.2 Billion Data Center Sales Jump 93%
Updated
Updated · Yahoo Finance · Aug 24
Nvidia Posts $81.6 Billion Q1 Revenue as $75.2 Billion Data Center Sales Jump 93%
3 articles · Updated · Yahoo Finance · Aug 24
Summary
$81.6 billion in fiscal Q1 revenue underscored Nvidia’s AI dominance, with $75.2 billion from data centers—more than 90% of total sales and up 93% year over year.
That growth reflects hyperscaler and AI-cluster spending by Microsoft, Meta, Amazon and Alphabet, which are buying Nvidia’s integrated systems rather than standalone chips.
Blackwell-based platforms such as GB200 and GB300 combine GPUs, Grace CPUs, networking and CUDA software into what Nvidia effectively sells as an AI factory in a box.
More than $500 billion in third-party capital is being mobilized with partners including BlackRock, Blackstone and Goldman Sachs to finance AI infrastructure built on Nvidia platforms.
Pricing still points to tight demand: H100 rental rates rose from about $1.70 per GPU-hour in October 2025 to roughly $2.35 in March 2026, while Blackwell rates run about $5.30 to $7.05.