The company reported record overall revenue of $81.6 billion and record data center revenue of $75.2 billion, driven by continued demand for its chips in AI data centers. Nvidia says its next-generation Vera Rubin AI chip is “on track for the second half of this year, starting in Q3,” but noted that PC sales are down due to the RAM shortage and price hikes. [Link: NVIDIA Announces Financial Results for First Quarter Fiscal 2027 | https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2027 | NVIDIA Newsroom]

Nvidia's Vera Rubin GPU platform enters mass production in H2 2026, promising 10x cheaper inference and 50x better performance-per-watt over Blackwell.

Nvidia's soaring revenue highlights the escalating demand for AI infrastructure, raising questions about sustainability and geopolitical risks.