News Nvidia posts record $44 billion revenue, H20 export ban bites as gaming rises

[Admin]

Nvidia reported a record-breaking Q1 FY2026 with $44.1 billion in revenue driven by strong AI and gaming demand, but its margins were significantly impacted by a $4.5 billion charge related to U.S. export restrictions on H20 GPUs.

Nvidia posts record $44 billion revenue, H20 export ban bites as gaming rises : Read more

 

[A Stoner]

They must be selling more cards than I expected they were for gaming to get record sales on them. I guess demand is just that high!

 

[btmedic04]

They must be selling more cards than I expected they were for gaming to get record sales on them. I guess demand is just that high!

More than likely these numbers are inflated due to 5090s being purloined for AI cards, at $3000 a piece.

 

[nitrium]

nVidia remains the "industry standard" in so far as that term can be used in GPUs. If you look at the latest Steam Hardware survey it is still absolutely dominated by nVidia (~75% of all GPUs), and people tend to stick to brands that they trust (= brands they are currently using).

 

[-Fran-]

I'll have to update my internal numbers for when talking "consumer" market to ~$4BN instead of my "just" $2BN 😀

Regards.

 

[A Stoner]

More than likely these numbers are inflated due to 5090s being purloined for AI cards, at $3000 a piece.

Probably true, but it still indicates they are selling much more gaming GPUs than supply seems to indicate. This could certainly be the cause. But it makes NVidia look better, since they are in fact creating supply, we are just screwed if we are not making money off our video cards since it makes them price prohibitive to us.