NVIDIA (NVDA) Q1 FY26 earnings call

NVIDIA delivered a strong quarter, driven by the rapid Blackwell ramp and surging AI inference demand, particularly for reasoning models. The company is expanding its AI factory deployments globally, with new growth engines in sovereign AI, enterprise AI, and industrial AI. However, new export controls on H20 significantly impacted China Data Center revenue, leading to a substantial charge and expected future revenue loss in the region.