Nvidia sets new record.

The explosion of AI agents and the enormous demand for data center computing have driven Nvidia's revenue to a record $82 billion.

Nvidia's revenue reached a new record thanks to the boom in AI agents. Photo: Reuters .

Nvidia surprised Wall Street on May 21st with record revenue and profit figures, driven by soaring demand for data center computing and the rapid explosion of AI agent applications.

Specifically, Nvidia's revenue in the first quarter of 2026 reached $81.6 billion , an 85% increase compared to the same period last year. This figure exceeded the $78.9 billion forecast from analysts surveyed by FactSet by 3.4%.

The GPU manufacturing giant's net profit also reached $58.3 billion in the quarter, three times higher than the previous year and exceeding analysts' expectations of $42.9 billion by 36.5%.

"Demand is growing parabolically. The reason is simple: the era of AI agents has officially begun," said CEO Jensen Huang.

This record-high revenue was driven by growth in Nvidia's data center segment, particularly sales of computing hardware – including graphics processing units (GPUs) and various other chip lines from the company.

Sales of network hardware also tripled compared to a year earlier, reaching a record high of $14.8 billion . This result is the latest evidence that major technology corporations are increasingly relying on hardware sales, particularly silicon chips, to drive profits.

Many other "big players" are also jumping into the semiconductor chip party. This week, Google and private equity firm Blackstone announced a $5 billion partnership to launch a data center company using Google's custom TPU processors.

This is the latest sign that the search giant is aiming to compete directly with Nvidia by selling chips to external customers.

In addition, Cerebras Systems – a startup specializing in manufacturing large-scale chips optimized for ultra-fast AI model execution – has seen its stock price surge after successfully raising $5.6 billion in the largest IPO to date in 2026.

The market's enthusiasm for AI hardware is also reflected in the massive volume of M&A (mergers and acquisitions) transactions.

According to data from PitchBook , in 2025, there were 121 deals involving semiconductor companies, the fastest rate ever recorded in the industry's history. The total value of these transactions reached $64.2 billion , the highest level since 2020.

Source: https://znews.vn/nvidia-lap-ky-luc-moi-post1653007.html