| Jul 2, 2026 | management_change | Ajay K. Puri to retire as EVP; Nicholas Parker appointed as EVP, Worldwide Field Operations. |
|---|
| Jun 30, 2026 | other | NVIDIA stockholders approved director elections, executive compensation, auditor, and simple majority voting, rejecting three other proposals. |
|---|
| Jun 18, 2026 | debt_offering | NVIDIA completed an offering of $25 billion in aggregate principal amount of notes across seven maturities. |
|---|
| May 20, 2026 | Guidance: gaap_gross_margin | 74.40 to 75.40 |
|---|
| May 20, 2026 | Guidance: gaap_operating_expenses | 8.50 to 8.50 |
|---|
| May 20, 2026 | Guidance: non_gaap_gross_margin | 74.50 to 75.50 |
|---|
| May 20, 2026 | mda_quarterly | NVIDIA reported first-quarter revenue of $81.6 billion, an 85% year-over-year increase, driven primarily by the Compute & Networking segment's $74.6 billion in revenue. Growth was fueled by the Blackwell 300 ramp and strong demand for InfiniBand, Spectrum-X Ethernet, and NVLink solutions. Data Center revenue reached $75.2 billion, split evenly between Hyperscale and the AI Clouds, Industrial, and Enterprise (ACIE) markets. Gross margin expanded to 74.9%, largely due to the non-recurrence of a $4.5 billion H20 inventory charge from the prior year. The Rubin platform is expected to ship in the second half of fiscal 2027.
Critical risks include energy and capital constraints limiting customer AI infrastructure buildouts, production complexities associated with new architectures, and the rise of open-source foundation models. Geopolitical headwinds persist, including USG licensing requirements and 25% tariffs on H200 shipments to China. Revenue concentration remains high, with three direct customers accounting for 54% of total revenue. Capital allocation focused on shareholder returns, featuring $20.2 billion in share repurchases, a new $80 billion repurchase authorization, and a quarterly dividend increase to $0.25 per share. |
|---|
| Feb 25, 2026 | business | NVIDIA is a leading data center-scale AI infrastructure company, pioneering accelerated computing with its foundational CUDA development platform and powerful GPUs. Its full-stack strategy integrates advanced hardware, including Blackwell and Rubin architectures, Grace CPUs, DPUs, and Mellanox networking, with extensive software libraries and AI models. This ecosystem accelerates computationally intensive workloads like AI training, inference, data analytics, and scientific computing across diverse industries. NVIDIA serves four primary markets: Data Center, Gaming (GeForce RTX, DLSS, neural graphics), Professional Visualization (RTX PRO), and Automotive (DRIVE Hyperion for AV/EV). The Data Center segment, crucial for hyperscale AI deployments, leverages co-designed systems. A significant challenge is the impact of stringent US government export controls, particularly on high-performance GPU sales (e.g., A100, H100, H20, H200) to China and other restricted regions. These controls have led to substantial lost revenue, competitive disadvantages, and uncertainty regarding future market access, forcing product modifications and incurring inventory charges. Intense competition comes from AMD, Intel, and major cloud providers developing proprietary AI chips. |
|---|
