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NVDA reported earnings last week. The stock popped after reporting higher than expected earnings and revenue, but what else was reported and how might it impact NVDA and other companies in the tech industry?
We used our agentic AI tool—Alfa™—to scour the earnings report, transcripts, and sell side research to extract key metrics. Here’s the report Alfa™ created, or, the Alfa™ Angle.
Data center revenue reached $39 billion, growing 73% year on year, largely due to the ramp of Blackwell GPUs and the transition from Hopper, showcasing NVIDIA's strong position in the data center market.
Gaming revenue hit a record $3.8 billion, growing 48% sequentially and 42% year on year, fueled by strong adoption of Blackwell GPUs among gamers, creatives, and AI enthusiasts, underscoring NVIDIA's dominance in the gaming market.
NVIDIA reported a revenue of $44 billion in Q1, marking a 69% increase year over year, driven by strong data center revenue and AI workload transitions, indicating robust business performance and exceeding outlook in a challenging environment.
Networking revenue grew 64% quarter over quarter to $5 billion, driven by demand for NVIDIA's platform to scale AI factory workloads, indicating strong performance and market demand in the networking segment.
NVIDIA began sampling GB 300 systems, promising a 50% increase in inference compute performance over GB 200, indicating continuous innovation and commitment to maintaining a competitive edge in AI compute solutions.
NVDA reported earnings last week. The stock popped after reporting higher than expected earnings and revenue, but what else was reported and how might it impact NVDA and other companies in the tech industry?
We used our agentic AI tool—Alfa™—to scour the earnings report, transcripts, and sell side research to extract key metrics. Here’s the report Alfa™ created, or, the Alfa™ Angle.
Data center revenue reached $39 billion, growing 73% year on year, largely due to the ramp of Blackwell GPUs and the transition from Hopper, showcasing NVIDIA's strong position in the data center market.
Gaming revenue hit a record $3.8 billion, growing 48% sequentially and 42% year on year, fueled by strong adoption of Blackwell GPUs among gamers, creatives, and AI enthusiasts, underscoring NVIDIA's dominance in the gaming market.
NVIDIA reported a revenue of $44 billion in Q1, marking a 69% increase year over year, driven by strong data center revenue and AI workload transitions, indicating robust business performance and exceeding outlook in a challenging environment.
Networking revenue grew 64% quarter over quarter to $5 billion, driven by demand for NVIDIA's platform to scale AI factory workloads, indicating strong performance and market demand in the networking segment.
NVIDIA began sampling GB 300 systems, promising a 50% increase in inference compute performance over GB 200, indicating continuous innovation and commitment to maintaining a competitive edge in AI compute solutions.
NVDA reported earnings last week. The stock popped after reporting higher than expected earnings and revenue, but what else was reported and how might it impact NVDA and other companies in the tech industry?
We used our agentic AI tool—Alfa™—to scour the earnings report, transcripts, and sell side research to extract key metrics. Here’s the report Alfa™ created, or, the Alfa™ Angle.
Data center revenue reached $39 billion, growing 73% year on year, largely due to the ramp of Blackwell GPUs and the transition from Hopper, showcasing NVIDIA's strong position in the data center market.
Gaming revenue hit a record $3.8 billion, growing 48% sequentially and 42% year on year, fueled by strong adoption of Blackwell GPUs among gamers, creatives, and AI enthusiasts, underscoring NVIDIA's dominance in the gaming market.
NVIDIA reported a revenue of $44 billion in Q1, marking a 69% increase year over year, driven by strong data center revenue and AI workload transitions, indicating robust business performance and exceeding outlook in a challenging environment.
Networking revenue grew 64% quarter over quarter to $5 billion, driven by demand for NVIDIA's platform to scale AI factory workloads, indicating strong performance and market demand in the networking segment.
NVIDIA began sampling GB 300 systems, promising a 50% increase in inference compute performance over GB 200, indicating continuous innovation and commitment to maintaining a competitive edge in AI compute solutions.
