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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Dell Technologies reported robust results that drove its stock up more than 30 percent. The company raised its fiscal 2027 revenue guidance by 27 billion dollars and nearly 5 dollars in earnings per share. Artificial intelligence server revenue jumped 757 percent year over year.
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.
Bitcoin miner Bitdeer produced 921 BTC in May 2026 while ending the month with 171 BTC on its balance sheet. The figures mark a sharp rise in output from 196 BTC a year earlier but a steep drop in holdings from 1,351 BTC. The update also showed AI Cloud annual recurring revenue holding near 69 million dollars.
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Tesla reported a net income of $477 million for the first quarter of 2026, marking improved profitability over the prior year. Revenue rose 16 percent to $22.4 billion, driven by higher automotive sales and services. The company highlighted growth in full self-driving subscriptions amid ongoing investments in AI and robotics.
Microsoft has outlined a $190 billion capital expenditure budget for artificial intelligence in fiscal year 2026. The plan highlights ongoing heavy investments in AI amid competitive pressures in the sector. Analysts express caution over the sustainability of such spending.
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Coinbase shares recovered 10 percent from session lows on Friday following a weaker-than-expected first-quarter report and a multi-hour trading outage tied to Amazon Web Services failures. Bitcoin held above $80,000 while several altcoins posted gains of 5 to 12 percent.