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Nvidia Q1 Hyperscaler Sales Soar 115% YoY

8/25/2026

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Story summary
  • Nvidia reported $37.9 billion hyperscaler sales and $37.5 billion ACIE revenue in Q1.
  • Hyperscaler revenue accounted for about 55% of last year’s data-center sales, per Nvidia’s restated data.
  • Hyperscaler revenue rose 115% YoY and ACIE grew 74% YoY in the quarter.
  • Nvidia launched a financing program with six firms that could mobilize up to $500 billion for GPU purchases.
  • Shares fell 2.9% on Monday, extending a seven-day losing streak, the longest since 2022.