Overview
- Nvidia reported record revenue of $81.615 billion on Wednesday, with Data Center sales of $75.2 billion accounting for the bulk of growth and rising 92% year over year.
- The company guided to about $91 billion for the next quarter and explicitly said that outlook does not include Data Center compute revenue from China.
- Nvidia changed its Data Center reporting to split revenue into Hyperscale (cloud providers and large internet firms) and ACIE (industries, enterprises and sovereign clouds) to show a broader customer mix.
- The board authorized an additional $80 billion share buyback and raised the quarterly dividend from $0.01 to $0.25, signaling bigger cash returns to shareholders.
- Shares dipped in after‑hours trading despite the beat as investors judged whether demand can sustain the valuation of a company now valued at more than $5 trillion and seen as a bellwether for AI infrastructure spending.