The company’s first-quarter 2026 results exceeded investor expectations. Bitcoin Foundation editorial team explains the secret behind NVIDIA’s success.
NVIDIA has published its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026. The numbers significantly surpassed Wall Street expectations amid continued strong demand for artificial intelligence infrastructure.
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Key Quarterly Results
- Revenue reached $81.6B, beating analyst forecasts of $79.18B. This represents an 85% increase year-over-year.
- GAAP net income reached $58.3B, up 211% from the same period last year.
- The data center segment posted record revenue of $75.2B, up 92% year-over-year.
NVIDIA also announced a new $80B share buyback program with no expiration date. The company raised its quarterly dividend from $0.01 to $0.25 per share. Payments are scheduled for June 26, 2026.
Forecast and Market Reaction
For Q2 of fiscal year 2027, NVIDIA expects revenue of approximately $91B. This significantly exceeds the consensus analyst forecast.
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Following the report, shares of public bitcoin miners showed gains. Investors interpreted NVIDIA’s strong results as confirmation of sustained demand for AI infrastructure and high-performance computing. The most notable increases were:
- IREN — +10.4%
- MARA — +5.6%
- CleanSpark — +4.9%
- Riot — +4.4%
Outlook
NVIDIA Chief Financial Officer Colette Kress noted that more than half of the data center segment’s revenue came from major technology companies. The remainder came from cloud providers and corporate clients.
If AI infrastructure continues to attract large investments and develop sustainably, NVIDIA’s results in the next quarter could be even higher. The company’s strong performance influences corresponding segments of the crypto market.
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