NVIDIA reported first-quarter results for the period ended April 26, 2026, with revenue of US$ 81.6 billion, up 20 percent from the previous quarter and up 85 percent year over year (YoY). The technology company is also changing its reporting structure to two platforms: Data Center and Edge Computing. Data Center will include Hyperscale and ACIE, which covers AI Clouds, industrial, and enterprise customers.
Hyperscale will reflect large public cloud providers and major consumer internet companies, while ACIE will cover AI-focused infrastructure across industries. Edge Computing will include PCs, gaming systems, workstations, AI-RAN base stations, robotics, and automotive as detailed in a press release.
Jensen Huang, CEO, NVIDIA, said, “The buildout of AI factories, the largest infrastructure expansion in human history is accelerating at extraordinary speed, Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries.”
Under the previous structure, Data Center compute revenue was US$ 60.4 billion, up 77 percent YoY and up 18 percent sequentially. Data Center networking revenue was US$ 14.8 billion, up 199 percent YoY and up 35 percent sequentially.
Generally Accepted Accounting Principles (GAAP) gross margin was 74.9 percent, and non-GAAP gross margin was 75.0 percent. GAAP diluted earnings per share were US$ 2.39, and non-GAAP diluted earnings per share were US$ 1.87.
The company returned about US$ 20 billion to shareholders during the quarter through buybacks and dividends. It had US$ 38.5 billion remaining under its repurchase authorization at quarter-end. On May 18, 2026, its board approved an additional US$ 80 billion buyback authorization with no expiration. NVIDIA also raised its quarterly dividend from US$ 0.01 to US$ 0.25 per share, payable June 26, 2026, to shareholders of record on June 4, 2026.