NVIDIA (NVDA) Q1 2027 (USD): Adj. EPS 1.87 (exp. 1.75), Revenue 81.615bln (exp. 78.78bln); Q2 revenue view 89.18-92.82bln (exp. 86.79bln); Boosts buyback by USD 80bln and boosts dividend to USD 0.25/shr (prev. 0.01/shr)

Data centre revenue 75.2bln (exp. 73.48bln); made up of Hyperscale 37.87bln, AI Clouds, Industrial Enterprise 37.38bln. Adj. gross margin 75% (exp. 75.1%). Guidance Q2 GAAP and non-GAAP gross margins expected to be 74.9% and 75.0%, respectively, plus or minus 50 basis points. No shipments of Data Center Hopper products to China occurred during the quarter, compared with 4.6bln in the first quarter of fiscal year 2026. Vera Rubin on track for H2 26, starting in Q3. Q2 adj. GM 74.5-75.5% (exp. 75.0%). Q2 adj. operating expenses about 8.3bln (exp. 7.93bln). Commentary Will have two market platforms - Data Center and Edge Computing. No shipments of Data Center Hopper products to China occurred during the quarter, compared with USD 4.6bln in the first quarter of fiscal year 2026.