### @NVDA — Confirmed — from the Q1 FY2027 earnings call and quarterly filing
Three things on the re-drawn map, okay? Quarter: $82B, up 85% year over year, 20% sequential — fourteenth straight, $13.5B step-up a record. Data Center $75B, networking near tripled. Free cash flow $49B. Guidance $91B plus or minus 2%. The split: Hyperscale $38B up 12%, ACIE $37B up 31% — diverse half grows faster. Edge Computing $6.4B. SEC still on old segments; new framework in presentation. My sense is the mix shift is the headline.
- tier: Confirmed (✓)
- source: NVDA / The quarter, and the re-drawn map
- receipt: https://ticker.thevixguy.com/p/p-day-20260813-nvda-src-nvda-q1-fy2027-quarter-rotation
- posted: 2026-08-13T15:04:14.398Z