WHAT’S INSIDE

• Tech News: Nuclear Power, ”Big, Beautiful” Bill, Golden Dome, ETFs Rise

• ⭐️ Featured: Nvidia’s earnings, deep-dived

TECH IN THE NEWS

• ⭐️ (Feature Below) Nvidia’s AI Boom: Revenue Jumps 69% to $44B — Nvidia smashes Q1 expectations as AI-driven demand surges data center sales by 73%.

• Neuralink Raises $600M at $9B Valuation — Elon Musk’s brain-chip startup secures major funding round, highlighting investor appetite for neurotech.

• Salesforce Acquires Informatica for $8B — Salesforce deepens AI push, buying enterprise data giant Informatica in an all-cash deal.

• Circle Targets $6.7B Valuation in IPO — USDC stablecoin issuer Circle files for IPO aiming to raise over $600M at a nearly $7B valuation.

• Saudi Arabia’s Humain Launches $10B AI Fund — Saudi state-backed firm Humain plans massive venture fund targeting global AI startups.

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Nvidia’s Q1 FY2026: AI Boom Powers a $44 B Blowout

AI Demand Delivers Record Results

Nvidia’s first quarter of fiscal 2026 shattered records with revenue reaching $44.1 billion – up 69% year-on-year – handily topping Wall Street’s $43.3 billion estimate. The surge was fueled by relentless demand for AI silicon, as data center sales alone hit $39.1 billion (up 73% YoY). Net income jumped to nearly $19 billion (up 26% YoY). Adjusted earnings per share came in at $0.81, missing consensus ($0.88) due to a large one-time inventory charge. Excluding that charge, EPS would have been $0.96 – a beat above analyst forecasts.

Data Center: Heart of the AI Gold Rush

Nvidia’s data center division remains the growth engine, benefitting from a global AI “gold rush” in cloud and enterprise. First-quarter data center revenue soared 73% from a year ago, reflecting insatiable orders for Nvidia’s AI chips to train large language models and power generative AI services. “Global demand for Nvidia’s AI infrastructure is incredibly strong,” CEO Jensen Huang noted, adding that AI inference workloads have spiked tenfold in a year. He likened AI to “essential infrastructure – just like electricity and the internet” with Nvidia “at the center of this profound transformation”. To meet exploding demand, Nvidia is expanding capacity – even partnering to build new “AI factories” (supercomputing clusters) in the U.S. – underscoring its dominance in data center infrastructure.

Gaming Levels Up Again

The gaming segment staged a big comeback, posting a record $3.8 billion in revenue (up 42% YoY). After a supply glut last year, gamer demand rebounded as Nvidia launched its GeForce RTX 50-series (Blackwell architecture) GPUs for mainstream PCs, complete with new AI-driven features like DLSS 4 to boost performance. Nvidia even revealed that Nintendo’s next-generation Switch 2 console will be powered by its processor with AI upscaling, enabling up to 4K gaming. These product launches and partnerships helped turbocharge gaming and AI-PC sales this quarter.

Pro Visualization Steady, Automotive Accelerates

Nvidia’s smaller divisions also notched growth. Professional Visualization (workstation graphics and omniverse simulation) delivered $509 million in revenue, up 19% YoY. The company introduced new RTX Pro GPUs based on Blackwell and saw industrial partners (Accenture, Siemens, SAP and others) adopt its Omniverse platform for AI-driven digital twins. Meanwhile, Automotive and Robotics revenue jumped 72% from a year ago to $567 million – a notable leap driven by self-driving and robotics wins. Nvidia announced a collaboration with GM to use its DRIVE and Omniverse systems in next-gen vehicles and factories, and it launched new AI safety and robotics models, signaling momentum in the autonomous tech pipeline.

Guidance and China Hurdles

Looking ahead, Nvidia forecasts Q2 FY2026 revenue of roughly $45 billion – essentially flat sequentially, and slightly below some bullish estimates. Crucially, this outlook factors in an ~$8 billion hit from U.S. export restrictions that now bar its cutting-edge “H20” AI chips from China. In early April, the U.S. government required export licenses for H20 products, which were largely designed for the Chinese market. Nvidia absorbed a $4.5 billion inventory write-down in Q1 due to the sudden rule change, though this charge came in lower than initially expected as the company repurposed some components. Nvidia said it was unable to ship $2.5 billion of orders in Q1 due to the restriction and could lose about $15 billion in potential China-related sales over time. Despite these headwinds, Nvidia’s core business continues to expand at a torrid pace – and Huang indicated confidence that U.S. authorities may eventually allow pared-down AI chips for China to recoup some revenue.

CEO’s Take: Optimism and Warnings

On the earnings call, CEO Jensen Huang struck an optimistic yet pragmatic tone. He emphasized that AI adoption is still in its early innings, driving “incredibly strong” demand for Nvidia’s platforms across industries. As AI “agents” and generative applications become mainstream, Huang expects the appetite for AI computing to accelerate, not taper off. At the same time, he warned of broader implications from geopolitical limits: China represents a $50 billion AI market that will forge ahead regardless of U.S. silicon. “China’s AI moves on with or without US chips… The question is whether one of the world’s largest AI markets will run on American chips,” Huang cautioned. The CEO suggested that excluding U.S. firms from China could ultimately undermine America’s tech leadership, hinting at the high stakes behind Nvidia’s negotiation of export rules.

Market Reaction & Industry Impact

Investors roared their approval of Nvidia’s results and outlook. Nvidia’s stock leapt about 5% in after-hours trading, topping ~$141 – its highest level since February – putting the company on the verge of surpassing Microsoft as the world’s most valuable by market cap. The blockbuster report reinforced Nvidia’s status as the bellwether of the AI boom, and Wall Street analysts were largely positive. “Nvidia beat expectations again, but in a market where maintaining this dominance is becoming more challenging,” noted one analyst, citing new geopolitical pressures and rising competition from rivals like AMD. Indeed, Nvidia’s commanding lead in AI accelerators has far-reaching effects: its sales windfall is lifting suppliers (foundries and memory makers scrambling to meet GPU orders) and buoying the broader tech sector’s confidence in AI investment.

Sources: NVIDIA Q1 FY2026 press release; CEO Jensen Huang’s statements; Investor call/analyst commentary; Financial media reports.

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