Nvidia Reports Record Revenue Amid Strong AI Demand Despite China Restrictions
Nvidia achieved a record revenue of $81.6 billion in Q1 2026, reflecting a 85% year-over-year increase. The company indicates that global demand for AI infrastructure remains robust, offsetting the absence of revenue from China due to U.S. export restrictions.
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In Q1 2026, Nvidia reported $81.6 billion in revenue, exceeding market expectations, with a net income of $58.3 billion. The Data Center segment generated $75.2 billion, a 92% increase from the previous year, driven by demand for Blackwell architecture chips.
Nvidia noted no shipments of Hopper products to China, contrasting with $4.6 billion in the prior year, yet global demand remained strong. The company anticipates $91 billion in revenue for the next quarter, excluding any contributions from China.
Nvidia is expanding in Southeast Asia, establishing a research hub in Singapore. Leadership emphasizes the importance of Nvidia's infrastructure for AI scalability, as the Vera Rubin system is set for release in H2 2026.
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