Nvidia reports record $81.6B quarterly revenue, holds $43B in startups
Original: Nvidia posts another record quarter, reveals $43B of holdings in startups
Why This Matters
Shows continued AI infrastructure demand driving record growth and massive startup investment strategy
Nvidia announced record Q1 2026 revenue of $81.6 billion, up 20% quarterly, with data center revenue hitting $75.2 billion. Company revealed $43 billion in private startup holdings, nearly doubling from $22 billion in January through $18.5 billion in new purchases.
Nvidia reported record financial results for the quarter ending April 26, 2026, with revenue of $81.6 billion representing 20% quarterly growth and data center revenue reaching $75.2 billion. The company authorized $80 billion in share repurchases based on strong performance. CFO Colette Kress noted Blackwell architecture adoption across major hyperscalers and cloud providers. However, Nvidia projected slower growth ahead, forecasting $91 billion revenue next quarter (12% growth). A notable surprise was the company's private equity holdings nearly doubling from $22 billion to $43 billion, driven by $18.5 billion in quarterly purchases. CEO Jensen Huang highlighted significant capacity buildouts planned with Anthropic, noting previous coverage was 'largely zero.'