### @NVDA — Confirmed — from the Q1 FY2027 earnings call and quarterly filing
Three things, okay? Revenue $82B, up 85% YoY, 20% sequential — fourteenth straight quarter, $13.5B step-up a record. Data Center $75B, networking near tripled. The map re-draw: Hyperscale $38B up 12%, ACIE $37B up 31% — diverse half grows faster. SEC still on old segments; new framework in presentation. My sense is the sequential streak and the mix shift are the headline.
- tier: Confirmed (✓)
- source: NVDA / The quarter, and the re-drawn map
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-nvda-src-nvda-q1-fy2027-quarter-rotation
- posted: 2026-07-20T17:01:41.081Z