Nvidia registra lucro acima do esperado devido à demanda por IA

A Nvidia registrou uma receita recorde de 81,62 bilhões de dólares no primeiro trimestre, superando as expectativas de Wall Street com o aumento da demanda por infraestrutura de inteligência artificial. Os resultados impulsionaram as ações de algumas mineradoras de bitcoin com exposição a centros de dados.

A Nvidia reportou uma receita de 81,62 bilhões de dólares no primeiro trimestre, um aumento de 85 por cento em relação aos 44,06 bilhões de dólares do ano anterior. O valor superou as estimativas dos analistas de 78,9 bilhões de dólares, com o lucro ajustado por ação em 1,87 dólares, frente à expectativa de 1,76 dólares. A empresa projetou cerca de 91 bilhões de dólares em receita para o trimestre atual e autorizou um adicional de 80 bilhões de dólares em recompra de ações, além de elevar seu dividendo para 25 centavos por ação.

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Illustration depicting Nvidia's Q4 earnings beat with $68.1B revenue from AI data centers, boosting Asian markets.
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Nvidia beats Q4 earnings expectations with AI-driven growth

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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.

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