AI Chip Leader Reports Record Earnings and 100 Trillion Won Share Buyback

NVIDIA Corp. (NYSE: NVDA) reported first-quarter fiscal 2027 revenue of $81.6 billion (approximately KRW 110 trillion) for the period ended April 26, 2026, marking a 20% increase sequentially and an 85% rise year-over-year.

Fueled by growth in its data-center and edge-computing segments, the company’s results improved significantly. NVIDIA also approved an additional $80 billion (around KRW 108 trillion) share-repurchase program and raised its quarterly dividend sharply from $0.01 to $0.25 per share.

The company reorganized its reporting structure around two core platforms—data centers and edge computing—and guided second-quarter revenue of $91 billion (about KRW 120 trillion) with a robust gross margin near 75%. NVIDIA noted that this outlook excludes data-center compute revenue destined for China.

Although the U.S. government recently granted conditional approval for exports of the H200 AI chip to certain Chinese firms, delays in Chinese government clearance have prevented any shipments, delaying NVIDIA’s recovery in China’s data-center market. (thomasnet.com)

CEO Jensen Huang said he expects the China market to reopen over time but acknowledged that U.S. export restrictions have effectively driven NVIDIA’s share of the Chinese AI-chip market from roughly 95% to near zero. (investing.com)

NVIDIA, a U.S. semiconductor company specializing in GPU-based accelerated computing and AI infrastructure for data centers, has expanded its influence in the global server and semiconductor markets amid the surge in generative AI and increased cloud investment. (nvidianews.nvidia.com)

Meanwhile, tighter U.S. export controls on China and nations’ push for technological self-reliance have made NVIDIA’s China operations—and the resulting revenue volatility—a key variable in the global AI-semiconductor and cloud industries. (m.investing.com)