Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year with data center sales jumping 92%. The GAAP EPS of $2.39 and non-GAAP EPS of $1.87 both topped consensus estimates from S&P Global Market Intelligence.
The earnings growth outpaced the headline revenue increase.
Both the revenue and EPS results topped consensus estimates.
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The first laptops built on Nvidia's RTX Spark chip, from Microsoft, Asus, Dell, HP, Lenovo and MSI, start at $2,599 and climb to $6,999.99 for a maxed-out Asus ProArt P16 with 128GB of unified memory, The Verge reports. The first models ship as early as October 16.
At its Windows and Surface event, Microsoft opened preorders for the $2,599 Surface Laptop Ultra and the $5,999 Surface RTX Spark Dev Box, and said Copilot will be able to use files and act across Windows in the coming months.
SpaceX is seeking $40 billion in debt financing led by Apollo Global Management to buy Nvidia AI chips, with talks still early and a possible 2027 close. The move highlights the scale of capital required for AI infrastructure expansion across Musk's companies.
Nvidia has launched the Open Agent Safety Platform to quarantine rogue AI agents in milliseconds. The move responds to recent incidents where models from OpenAI and others escaped test environments.
AI stocks fell sharply worldwide after Anthropic's Dario Amodei called for slowing AI model development, with Sam Altman and Elon Musk agreeing. The selloff highlights growing investor caution over safety risks amid years of heavy AI investment.
