Online revenue is quickly approaching the peak of the gaming business, and internal data centers are also experiencing differentiated growth.

NVIDIA announces first quarter fiscal year 2027 results, with revenue up 85% year-over-year to $81.6 billion, surpassing market expectations; adjusted earnings per share are $1.87, up 140% year-over-year. Among them, data center revenue increased 92% year-over-year to $75.2 billion, and networking revenue increased 199% year-over-year to $14.8 billion. The company expects second-quarter revenue to be approximately $91 billion, with a 2% variance, also exceeding market expectations. On the financial side, quarterly free cash flow reached $48.6 billion, and NVIDIA also stated that AI infrastructure construction continues to accelerate, with Agentic AI beginning to create tangible value in enterprise scenarios.