Vera CPU's new market of 200 billion USD, waiting for mass production in Q3

NVIDIA Announces Fiscal Year 2027 Q1 Results: Revenue of $81.62 billion, up 85% year-over-year, 20% quarter-over-quarter, exceeding market expectations; adjusted gross margin of 75%, adjusted net income of $45.55 billion, EPS of 1.87. Data center $75.2 billion, hyperscale customers $37.9 billion, AI cloud/industry/enterprise applications $37.4 billion, edge $6.4 billion, establishing an AI-driven structure centered on data centers and edge. Vera CPU is regarded as the core of the new $200 billion market, mass production in Q3, Rubin/Blackwell guidance up to $1 trillion. Q2 guidance of $91 billion ±2%, gross margin of 75% ±0.5%; $8 billion buyback, $0.25 dividend. After-hours down about 1.3%, H200 received U.S. government approval to ship to China but imports remain uncertain.