SemiPulse — Semiconductor Intelligence

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intel

FII challenges Broadcom and Nvidia as CPO race shifts to system integration

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digitimes.com 2026-05-21

As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers.

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

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digitimes.com 2026-05-21

Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.

Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027

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digitimes.com 2026-05-21

Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.

Nvidia revenue surges 85% as data center sales jump 92%

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digitimes.com 2026-05-21

May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year, and non-GAAP EPS was US$1.87, up 140% year-over-year. Both topped consensus estimates, with revenue near US$79 billion and non-GAAP EPS of US$1.77, S&P Global Market Intelligence reported.

NVIDIA Earnings Call: Demand is accelerating; Vera Rubin faces full-cycle supply constraints; standalone CPU business unlocks a $200 billion market - 富途牛牛

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news.futunn.com 2026-05-21 富途牛牛

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Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin

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digitimes.com 2026-05-21

Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.

Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI

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digitimes.com 2026-05-21

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.

Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions - The Information

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news.google.com 2026-05-21 The Information

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Nvidia revenue surges 85% as data center sales jump 92%

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digitimes.com 2026-05-21

May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-on-year, and non-GAAP EPS was US$1.87, up 140% year-on-year. Both topped consensus estimates, with revenue near US$79 billion and non-GAAP EPS of US$1.77, S&P Global Market Intelligence reported.

Watch Nvidia Targets New Revenue Engine Beyond AI Hyperscalers - Bloomberg.com

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www.bloomberg.com 2026-05-21 Bloomberg.com

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Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers

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digitimes.com 2026-05-21

Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers from a rapidly expanding sector named ACIE, which stands for artificial intelligence clouds, industrial, and enterprise. While hyperscale platforms currently lead initial deployment, management projects that the ACIE se

Nvidia almost doubles its data center revenue as it powers to another solid earnings beat - SiliconANGLE

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siliconangle.com 2026-05-21 SiliconANGLE

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NVIDIA Corporation 2027 Q1 - Results - Earnings Call Presentation (NASDAQ:NVDA) 2026-05-20 - Seeking Alpha

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seekingalpha.com 2026-05-21 Seeking Alpha

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Reassessment of semiconductor and AI-related stocks following NVIDIA's earnings release. - 富途牛牛

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news.futunn.com 2026-05-21 富途牛牛

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