With $81.62 billion in revenues, Nvidia beat Wall Street expectations. Its solid Q1 2027 was detailed on an earnings call with CFO Colette Kress, who noted $38 billion (or about 46%) of Nvidia’s total revenue is attributable to hyperscalers. Of the total, data centers accounted for $75.25 billion, with Microsoft, Amazon, Meta, and Alphabet funneling a large percentage of their projected $725 billion in Capex toward the company (directly, and through OEMs and system integrators).
The Blackwell GB300 NVL72 was “particularly strong,” she noted, especially in cases where rapid scaling of AI compute capacity was necessary. Powered by Blackwell Ultra GPUs and Grace CPUs, a single GB300 NVL72 rack delivers up to 144 petaFLOPS of AI inference performance and 72 petaFLOPS of training performance.
During the call, Kress announced Nvidia is changing its reporting framework, with two market platforms:
Data Center and Edge Computing. The Data Center segment will include business activity from Big Tech companies and purpose-built data centers.
Edge Computing consists of the business’s data processing devices for agentic and physical AI, including PCs, game consoles, workstations, AI-RAN base stations, robotics, and automotive.
The earnings did not include the China market. Though the Trump administration has approved licenses to ship H200 chips to China, Nvidia has not yet generated revenue from Beijing.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Cisco on compute in orbit: Cisco ThousandEyes analyst Mike Hicks explores space-based infrastructure and how it can integrate with terrestrial networks. As satellite constellations extend the internet’s reach, is compute in orbit possible?
Nvidia alternative in China?: Alibaba semiconductor subsidiary T-Head introduced the Zhenwu M890 AI processor, which delivers 3x the performance of its previous-generation chip, with 144 GB of memory and support for AI training and inference.
Wärtsilä talks behind-the-meter: Wärtsilä Energy’s Sean Hughes tells RCRTech that over the next 3 to 5 years, the market for flexible onsite generation will expand beyond hyperscale operators into additional enterprise and infrastructure segments.
AI Today: What You Need to Know
AI-powered chip development: Broadcom, Meta, Applied Materials, GlobalFoundries and Synopsys are joining forces to launch a $125 million “Semiconductor Hub” at the UCLA Samueli School of Engineering.
Nanopillar GAN LED arrays: China’s Institute of Semiconductors and University of Chinese Academy of Sciences have reported progress in fabricating high-resolution LED display arrays with up to 500×150 pixels with 6336pixels/inch (PPI) density.
Data Center Coaliton: To promote DC growth, The DCC is working with lawmakers and directly submitting policy recommendations to federal agencies, such as the Department of Energy and Environmental Protection Agency (EPA).
Early DC revenues lower taxes: In Louisa County, VA, officials are reducing individual personal property tax rates from $2.43 per $100 assessed value to $2.07 because of anticipated revenues from data centers currently under construction.
LiquidStack Modular CDU: LiquidStack launched its GigaModular coolant distribution unit, supporting deployments of up to 14MW. Its modular design means operators add cooling capacity in multi-MW blocks, meeting VeraRubin specs.
Rapid enterprise AI deployment: Ahead officially opened its new air- and liquid-cooled rack integration facility at its Libertyville campus, built to help enterprises build, validate and deploy production-ready infrastructure faster and with less risk.
RCR Events
Telco AI Forum, June 16th
Telco AI Forum brings together operators, vendors, hyperscalers, and academia to explore how the evolution of the industry and partnership ecosystems is laying the foundations for AI-native 6G networks and unlocking ROI. Register now
Quantum Safe Networks Forum, July 14th
Quantum Safe Networks Forum brings together telecom operators, cybersecurity experts, and industry analysts to explore how to build resilient, future-ready infrastructure in the face of quantum disruption. Register now
RCR Roundtables AI Infrastructure, October 21st, Dallas, Texas
Join 50 senior data center, energy and AI leaders at the Ritz-Carlton Dallas on October 21 for invitation-only roundtables on powering and scaling AI. Request your invitation
Industry Resources
Webinar, May 21st: Securing telecom infrastructure for the quantum era
Webinar, June 2nd: Scaling optical networks for the AI and hyperscale era
Report: AI in testing: Developing trust, delivering results
Report: Test, measurement and service assurance in the AI era
