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CLAIM #47004 · NVIDIA Corporation (NVDA) · 2026Q1 earnings call · May 28, 2025 · due May 28, 2026

We have a line of sight to projects requiring tens of gigawatts of NVIDIA Corporation AI infrastructure in the not-too-distant future.

Colette Kress · CFO

PENDING
graded after results covering May 28, 2026 are reported

In context

For example, we increased the inference performance of Hopper by four times over two years. This is the benefit of NVIDIA Corporation's programmable CUDA architecture and rich ecosystem. The pace and scale of AI factory deployments are accelerating, with nearly 100 NVIDIA Corporation-powered AI factories in flight this quarter, a twofold increase year over year, with the average number of GPUs powering each factory also doubling in the same period. More AI factory projects are starting across industries and geographies. NVIDIA Corporation's full-stack architecture is underpinning AI factory deployments as industry leaders like AT&T, BYD, Capital One, Foxconn, MediaTek, and Telenor are strategically vital sovereign clouds like those recently announced in Saudi Arabia, Taiwan, and the UAE. We have a line of sight to projects requiring tens of gigawatts of NVIDIA Corporation AI infrastructure in the not-too-distant future. The transition from generative to agentic AI, AI capable of perceiving, reasoning, planning, and acting, will transform every industry, every company, and country. We envision AI agents as a new digital workforce capable of handling tasks ranging from customer service to complex decision-making processes. We introduced the Llama NemoTron family of open reasoning models designed to supercharge agentic AI platforms for enterprises. Built on the Llama architecture, these models are available as NIMS or NVIDIA Corporation inference microservices with multiple sizes to meet diverse deployment needs. Our post-training enhancements have yielded a 20% accuracy boost and a 5x increase in inference speed. Leading platform companies including Accenture, Cadence, Deloitte, and Microsoft are transform

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SEC filings for NVDA · Claim quote is verbatim from the 2026Q1 earnings call.