
For the second quarter of fiscal 2027, Nvidia expects revenue of about $91 billion ± 2%. The company does not expect to ship any AI hardware to China. Gross margins are projected at around 74.9% on a GAAP basis. Nvidia expects GAAP operating expenses of roughly $8.5 billion.
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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-23/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Arkitekt78 Good to see that in this "boom" we're all forced to endure, the few keep getting richer at the expense of the many. Reply
warezme It's pretty disgusting. So why are these corporations getting tax breaks again? Reply
ezst036 If it truly bothered enough people they wouldn't buy Nvidia GPUs anymore. So it will be a whole lot of caterwauling about nothing in reality. " I hate it so much I'm just going to go buy another Nvidia GPU!!! " <— is an unworkable statement. Reply
PSUpower Just wondering: how long before Nvidia stops releasing new consumer GPUs? Reply
hotaru251 finally middle finger to the ones who built them by supporting them. "your gaming just isn't worth even listing" also a possible way they can cut the amount made to focus more chips on datacenter w/o there being any way to directly find out. Reply
hotaru251 ezst036 said: " I hate it so much I'm just going to go buy another Nvidia GPU!!! " <— is an unworkable statement. except some people have no choice. There are niche uses where stuff has issues on red & blue gpu's. Emulation (legally or not thats entirely different subject) for example has always been team greens thing. Team red & blue to date still have issues in some emulation that team green hasnt had since a week of it being released. If you only really mainly focus on emulating stuff then you don't have options. This likely also has niche cases in other stuff. Reply
usertests PSUpower said: Just wondering: how long before Nvidia stops releasing new consumer GPUs? It's not going to happen. The dies that they make for consumer graphics can be shared with workstations. For example, a fully enabled GB202 die becomes an RTX PRO 6000 Blackwell, but worse yields become an RTX 5090. All the way down to GB207 (RTX 5050) being used in RTX PRO 500/1000 Mobile. We're also seeing divergence in microarchitectures and nodes. AI/datacenter products are more frequently updated, and Nvidia can make the datacenter GPUs on the latest node, and the consumer GPUs on a slightly older node. This was most obvious with Ampere using TSMC N7 for datacenter and Samsung 8N for consumer. So they can have their cake and eat it too. But consumer GPUs are obviously being updated less frequently, subject to delays, subject to shortages (delaying/killing 50-series Supers with 3 GB GDDR7 modules), and may have neglected drivers. But you will still get something new within 2-3 years. Reply
CrypticIMF Title says 81b profit instead of revenue Reply
Key considerations
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Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-no-longer-reports-sales-of-graphics-solutions-as-a-separate-segment-posts-eye-watering-usd81-6-billion-q1-profit-thanks-to-ai-boom#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.