On Wednesday, May 20, Nvidia will report its earnings for the first quarter of fiscal year 2027. Investors and analysts are once again closely watching the development of its AI business, driven by the Blackwell and Hopper chip architectures. Expectations remain high: analysts currently forecast revenue of around USD 79 billion and earnings per share (EPS) of approximately USD 1.77. In comparison, revenue in the same quarter last year was about USD 44.1 billion, while EPS stood at roughly USD 0.96. This implies year-over-year growth of around 79% in revenue and approximately 85% in EPS.
The Data Center segment remains the key focus, now accounting for the majority of total revenue. Strong demand for AI infrastructure from hyperscalers such as Microsoft, Amazon, and Meta continues to be the primary growth driver. At the same time, investors are closely monitoring forward guidance for the next quarter as well as potential impacts from new export restrictions on China.
The results are considered an important sentiment indicator for the entire AI sector. Following Nvidia’s strong stock performance over recent months, the key question is whether the company can once again exceed already very high expectations.
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