Summary

• In the latest earnings call, Nvidia CEO Jensen Huang said, "it is very clear compute is revenues." Then he added, "compute is profit."
• The company's Q1 numbers were jaw-droppers. Almost $82 billion of revenue in the quarter. That's more than 10x the revenue of just three years ago. Almost $38 billion of revenue growth from the same period just last year. Nvidia told the market to expect $91 billion next quarter - another double-digit jump.
• The CFO told analysts that AI infrastructure spending is now on track to reach three to four trillion dollars per year by the end of this decade.

Originally published on May 20, 2026

Let's talk about Nvidia (NVDA) earnings.

It was three years ago, almost to the day, that Nvidia reported a growth shock that changed the world.

Remember, Jensen Huang

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