Nvidia: record quarter — $81.6B revenue and $43B in startups — what it means

Colleagues, a brief AI update: Nvidia reported a record quarter.

April-quarter revenue reached $81.6B; data centers contributed a record $75.2B. The board approved an $80B share buyback. Management expects a slowdown — guiding $91B for the next quarter (+12%). Exports to China have not materially affected revenue.

Notably, Nvidia’s stake in private companies rose from $22B to $43B in one quarter, driven mainly by $18.5B of purchases. The company also confirms major investments in OpenAI and substantial capacity supplies to Anthropic.

Why it matters: Nvidia is simultaneously strengthening capitalization and broadening its influence across the AI ecosystem.

Do you view these moves as strategic positioning or a diversification risk?

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