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Nvidia Reports Record Revenue as AI Demand Surges, Raises Guidance
Nvidia Corp. reported first-quarter revenue of $44.1 billion, surpassing Wall Street expectations, as insatiable demand for its artificial intelligence chips continued to drive unprecedented growth across cloud and enterprise customers.
Data Center Revenue Hits $39 Billion
Data center revenue reached $39.1 billion, a 120% increase year-over-year, powered by shipments of the company’s latest Blackwell architecture GPUs. CEO Jensen Huang called the results "exceptional" on a call with analysts.
"The age of AI is in full steam," Huang said. "Every industry will be revolutionized and reinvented."
Gross margins expanded to 78.4%, the highest in company history, even as the company ramps production of its most complex chips. Second-quarter revenue guidance was raised to $45 billion, well above consensus estimates.
Microsoft Corp., Amazon.com Inc. and Alphabet Inc. have all signaled plans to increase capital spending on AI infrastructure this year, a trend that analysts say could sustain Nvidia’s growth through 2026.
Palantir Technologies Inc. saw its shares decline in after-hours trading as investors rotated into hardware names following the Nvidia results, even though the software maker reported its own strong quarter earlier in the week.
Shares of Advanced Micro Devices Inc. and Intel Corp. traded mixed as investors weighed whether demand for AI accelerators would continue to crowd out spending on traditional server CPUs.
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▸ Blackwell demand drives data center revenue +120%
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I'm primarily a retail investor in US stocks.
CNBC and Yahoo Finance were part of my daily routine—one article done right took real time.
And after reading, one question never went away:
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I wanted the parts that touched my holdings, fast—and what to do next, right away.
When that didn't exist, I'd calculate by hand or ask communities.
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No. Holdings stay in chrome.storage.local only. When you analyze, we send ticker and average cost to AI—not share counts by default.
Most major news and finance sites—Bloomberg, Reuters, CNBC, WSJ, Seeking Alpha, and many Korean outlets. The extension UI supports Korean and English.
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