Nvidiaが発表した第1四半期の売上高は816億2,000万ドルと過去最高を記録し、人工知能（AI）インフラ需要の急増を背景にウォール街の予想を上回りました。この結果を受け、データセンター関連事業を展開する一部のビットコインマイニング企業の株価が上昇しました。
Nvidiaの第1四半期売上高は前年同期の440億6,000万ドルから85％増の816億2,000万ドルとなりました。この数字はアナリスト予想の789億ドルを上回り、調整後の1株当たり利益は1.87ドルで、予想の1.76ドルを上回りました。同社は当四半期の売上高を約910億ドルと予想しており、新たに800億ドルの自社株買いを承認するとともに、配当を1株当たり25セントに引き上げました。
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Nvidia Corporation reported stronger-than-expected results for its fiscal fourth quarter of 2026, with revenue rising 73% year-over-year to $68.1 billion. The company's data center segment, fueled by products like Blackwell and NVLink, now accounts for over 90% of total revenue. Asian markets climbed for a fourth straight day, boosted by Nvidia's upbeat sales forecast.
Nvidia is scheduled to release its FQ1 2027 earnings after the market close on May 20. Analysts forecast around 80 percent sales growth overall and 105 percent growth in sales outside China. The report comes as the company maintains its position as the world's most valuable firm with a market capitalization of $5.5 trillion.
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Alibaba released its first-quarter results for the period ended March 31, missing revenue targets but showing robust expansion in artificial intelligence services. The company highlighted continued momentum in its cloud business driven by AI demand.
Shanghai-listed Yuanjie Semiconductor Technology reported a 1,153% year-on-year jump in net profit for the three months ended March 31, reaching 179 million yuan (US$26.2 million), fueled by demand for laser chips in AI data centres. Revenue grew 321% to 355 million yuan. The company’s share price has risen elevenfold over the past year.
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Tesla achieved revenue of 22.39 billion US dollars in the first quarter, a 16 percent increase year-over-year. Deliveries rose 6.3 percent to 358,023 vehicles. The stock gained over three percent in after-hours trading.
SoftBank reported a net income of 1.83 trillion yen for its fiscal fourth quarter, far exceeding the average analyst estimate of 295.2 billion yen.
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CleanSpark posted a net loss of $378.3 million for the quarter ending March 31, more than double the prior year's figure, as a non-cash bitcoin adjustment weighed on results.