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Nvidia Earnings On The Horizon — Will Jensen Huang Say 'Meta' Or 'Data Center'? Crypto Prediction Markets

Traders see a 98% chance Nvidia beats forecasts as bettors track whether Jensen Huang mentions Meta or data centers.

  • On Wednesday, Nvidia reported Q1 fiscal 2027 revenue of $81.62 billion, up 85% year-over-year, with adjusted earnings of $1.87 per share surpassing Wall Street estimates after the market close.
  • Major hyperscalers—Alphabet, Amazon, Microsoft, and Meta Platforms—collectively plan about $725 billion in capital expenditures for 2026, with most spending earmarked for AI infrastructure expansion driving Nvidia's growth.
  • CFO Colette Kress reported Data Center revenue reached roughly $38 billion, rising 12% from the prior quarter, while the new ACIE segment contributed $37 billion from AI cloud providers and enterprise customers.
  • Despite the earnings beat and stronger-than-expected guidance for the next quarter, Nvidia shares fell about 1.5% at publication, as investors remain focused on CEO Jensen Huang's commentary about future growth.
  • Trade authorities recently approved about 10 Chinese companies to purchase the H200 GPU, though deliveries remain unconfirmed. Huang stated Monday, "My sense is that over time the market will open," signaling optimism on China access.
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Almost every private investor with ETF savings plan is affected by whether he wants to or not. Nvidia's dominance moves the markets. "The AI rally is a bit tilty," says World's economic editor Holger Zschäpitz.

·Dortmund, Germany
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The Motley Fool broke the news in Alexandria, United States on Tuesday, May 19, 2026.
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