May 29 News.NvidiaToday, NVIDIA announced its first quarter fiscal 2026 financial results, and NVIDIA's founder, president and CEOJen-Hsun HuangAttended the ensuing conference call and made a presentation.
According to Sina Tech, Bank of America Merrill Lynch analyst Vivek Arya asked, Jen-Hsun Huang had outlined a roadmap for AI spending approaching trillions of dollars over the next few years at the Artificial Intelligence Technology Conference (GTC), where are we currently at in this process?
Jen-Hsun Huang said, "We know that AI is an incredible technology that will transform every industry, from the way we develop software, to healthcare and financial services, to retail, to transportation,service industryEvery industry will be affected, including theAnd we are at the beginning of that process.. Another way of thinking about it might be that the answer to the question of where digital intelligence is needed is that it is needed in every country and in every industry, and that AI is also a form of infrastructure, a way of developing technology and delivering it. Artificial intelligence needs 'factories' that generate tokens, tokens that are critical to every industry and every country, and the adoption of this technology is actually at a very early stage."
In addition, Jen-Hsun Huang stated thatMuch of the telecom infrastructure will be controlled in the future by software built on artificial intelligence, for example, 6G will be based on artificial intelligence, which is currently at a very early stage. Of course, every manufacturing plant thatSoon there will be an AI factory to go with it., these AI factories will drive the creation of AI and run AI for the factories themselves, as well as powering the products and items the factories produce. It's clear that every automotive company will have AI factories, and soon, companies that build AI-powered robots will appear as well.
1AI notes thatNVIDIA's revenue for the first quarter of fiscal 2026 was $44.062 billion.(Note: the current exchange rate is about RMB 316.906 billion), an increase of 69% year-on-year and 12% sequentially; net profit was US$18.775 billion (the current exchange rate is about RMB 135.035 billion), an increase of 26% year-on-year and a decrease of 15% sequentially.
By business sector:
- Data Center revenue was $39.1 billion (RMB 281,218 million at current exchange rates), an increase of 73.1 TP3T year-over-year and 101 TP3T sequentially;
- Gaming and AI PC business revenue was a record $3.8 billion (approximately RMB27,331 million at current exchange rates), up 421 TP3T year-over-year and 481 TP3T sequentially;
- Professional Visualization revenue was US$509 million (RMB3,661 million at current exchange rates), up 19% year-over-year and flat sequentially;
- Automotive revenue was US$567 million (RMB4,078 million at current exchange rates), up 72% year-over-year and down 1% sequentially.