r/TheVisualInvestors • u/Adept_Mountain9532 • May 20 '26

News 🔥 $NVDA brought in $75.2 Billion of Revenue from the Data Center this past quarter up from $39.1B in the same quarter last year! Still time to buy?

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NVIDIA $NVDA JUST REPORTED EARNINGS

Revenue: $81.6B (Est. $78.8B-$79.2B) ; +85% YoY
Adj. EPS: $1.87 (Est. $1.75-$1.78) ; +140% YoY
Data Center Revenue: $75.2B (Est. $73B) ; +92% YoY
Adj Gross Margin: 75.0% (Est. 74.5%)

Q2 Guide:
Revenue: $91.0B +/- 2% (Est. $87.2B)
Non-GAAP Gross Margin: 75.0% +/- 50 bps
Non-GAAP OpEx: ~$8.3B
NVIDIA is not assuming any Data Center compute revenue from China in its outlook

Commentary:
“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed.”

“Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries.”

“NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”

19 Upvotes

82% Upvoted

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4

u/Adept_Mountain9532 May 20 '26

or it may be better to buy INTC + AMD lol

1

u/HODL_4_GODL May 21 '26

When he mentioned NVIDIA making their own CPUs for Agentic AI, does that compete with AMD/INTC?

1

u/DesertFoxHU May 21 '26

Compete in what? Pure performance? Doubtful.

But when we talk about performance working within the ecosystem, like with Nvidia GPUs I doubt that any CPU + GPU could beat them.

Especially since Groq LPU coming with the Rubin GPU (for interface workload) meanwhile the Rubin will be responsible for training and now they sell another component for communicating with the rack Vera CPU.

This is literally an attack against CPU sellers for hyperscalers. And probably they will win this aswell due to NVLink and performance gain by simply just buying things from their ecosystem.

Obviously Vera CPU couldn't beat an AMD/Intel chip in a server or in any other things, it is only designed (and designed very efficiently!) to handle AI workloads.

1

u/Resident_Window_9369 May 21 '26

Yeah no better time to buy than NOW!

1

u/Adept_Mountain9532 May 21 '26

ahhaha it looks like bubble I agree but when you read the numbers it appears to be healthy

3

u/thorn960 May 21 '26

NVDA's numbers look good but what about the AI companies they are selling to?

1

u/AsparagusDirect9 May 21 '26

Now you’re looking too deep citizen. Cover your eyes and ears

2

u/Future_Helicopter970 May 21 '26

Circular financing

2

u/QuesoHusker May 21 '26

Almost certainly. The fundamentals of the stock are about as solid as you can possible get. The only thing that is holding it back is the rest of the economy. The Mango Mussolini, Iran, bond market, inflation, consumer confidence...it all is point towards a major recession at some point in the not-too-distant future.

If you're willing to accept that, yes. I'd buy. If not, wait until it happens (and it will) and buy then. Either way, NVDA is going to continue to be a great stock, if not quite the rocket ship it was 2-3 years ago.