Record-Breaking Performance with 80 Trillion Won Share Buyback: The Aggressive Shareholder Return of AI Chip Giant

NVIDIA Corporation (NVDA), the AI chip designer, reported record first-quarter fiscal 2027 revenue of $81.6 billion—an over 80% year-on-year increase—and introduced a new reporting structure centered on two pillars: data centers and edge computing.

The company also approved an additional $80 billion share-repurchase program and raised its quarterly dividend sharply from $0.01 to $0.25 per share. For the second quarter, NVIDIA provided guidance of $91 billion in revenue and a robust gross margin in the mid-70% range.

In early June, key insiders Mark A. Stevens and Steven C. Neil disclosed, via regulatory filings, share sales and transfers between family trusts totaling hundreds of millions of dollars. Despite those transactions, both remain substantial NVIDIA shareholders.

Earlier this month, the U.S. Department of Commerce’s Bureau of Industry and Security issued guidance extending advanced AI-chip export controls to overseas subsidiaries of China-based firms, underscoring renewed regulatory risk for NVIDIA’s GPU supply to data centers in China and Southeast Asia.

Additionally, reports indicate Taiwanese authorities are considering broader AI-chip export restrictions targeting all of China, a policy move that could introduce further uncertainty into the NVIDIA-based AI server supply chain produced in Taiwan.

Headquartered in Silicon Valley, NVIDIA designs GPUs and AI semiconductors and holds a significant share of the global AI infrastructure market with its data-center accelerators and edge-AI platforms. The broader AI-semiconductor industry continues to enjoy high growth, fueled by large-scale investments from big tech and cloud providers, even as it faces intense scrutiny over export controls and supply-chain realignment between the U.S. and China.