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Nvidia's Explosive Growth and AI Infrastructure Takeover

Thursday, May 21, 2026
5 min read
Nvidia's Explosive Growth and AI Infrastructure Takeover

Nvidia just threw some massive numbers at us. Revenue, year-on-year, absolutely exploded. We’re talking $81.6 billion in the first quarter of fiscal 2027. That’s an eighty-five percent jump. It really suggests that AI momentum hasn’t just continued, it’s absolutely raging.

The real kicker, though, is what’s happening in the Data Center space. That segment alone shot up to $75.2 billion. A ninety-two percent increase from last year. That’s not slow growth. That’s a full-blown infrastructure takeover happening right now.

How did they pull that off? It ties back to those new platforms they announced. We’re talking about the NVIDIA Vera Rubin platform. That includes the Vera CPU—the very first processor designed specifically for agentic AI. And then you have the BlueField®-4 STX, which is supposed to accelerate the storage infrastructure for all those agentic AI factories. It’s all tied together.

They aren't just talking theory. They’re actually expanding the partnership with Google Cloud, pushing physical and agentic AI forward. We saw those new NVIDIA Vera Rubin-powered A5X instances rolling out. Plus, a sneak peek of Google Gemini models running on NVIDIA’s Blackwell and Blackwell Ultra GPUs in the Distributed Cloud. It’s a whole ecosystem shift.

Jensen Huang, the CEO, he put it plainly: “The buildout of AI factories—the largest infrastructure expansion in human history—is accelerating at extraordinary speed.” You can feel the urgency in that.

The market reacted, naturally. Nvidia shares jumped 1.30 percent, settling near $223.47. And the board didn't hold back on cash. They approved an additional $80 billion for share repurchases. Big money moving around.

Nvidia is still playing the shareholder game, though. They returned a record amount this quarter—about $20 billion in shares and dividends. They still have $38.5 billion left in that repurchase authorization.

And the dividend? They’re increasing it. Moving from that tiny $0.01 per share up to $0.25 per share. That payment is set for June 26, 2026. Shareholders of record on June 4th get the memo.

Looking ahead, the expectations are high, but there’s still a caveat. For the second quarter of fiscal 2027, they’re expecting revenue around $91 billion, maybe plus or minus two percent. But here’s the sticking point: they aren't counting any Data Center compute revenue from China in that outlook. It’s a huge piece left out of the picture, isn't it?

On the operational side, the margins look tight but healthy. GAAP gross margins are pegged at 74.9%, non-GAAP at 75.0%. That’s plus or minus fifty basis points. Operating expenses are also being tracked: about $8.5 billion GAAP and $8.3 billion non-GAAP. It’s all moving fast, and the numbers reflect that relentless, almost frantic pace.

Written by Gree News Team — Senior Editorial Board

Gree News Team covers international news and global affairs at Gree News. Our collective of senior editors is dedicated to providing independent, accurate, and responsible journalism for a global audience.

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