NVIDIA Corporation (NVDA) Earnings Call Transcripts

NVIDIA Corporation's Latest Earnings Call - June 4, 2026

In the earnings call held on June 4, 2026, NVIDIA Corporation (NVDA:US) highlighted significant advancements in their product lineup, particularly with the upcoming launch of the Vera Rubin and Vera CPU, which are expected to enhance performance by 2x compared to existing x86 CPUs. The company reported strong growth in its hyperscaler business, with sales up 115%, and maintained a robust attach rate of over 90% for networking solutions. Management guided for continued growth in the AI cloud segment and indicated that supply constraints are being managed effectively, with $124 billion in purchase commitments to ensure future production capacity. Overall, revenue and earnings expectations remain strong, positioning NVIDIA well for the upcoming quarters.

Reported metrics

Guidance from management

NVIDIA maintains a strong outlook with continued growth in the AI cloud segment and plans to launch Vera Rubin in Q3 2026. Management expressed confidence in managing supply constraints and sustaining margin levels despite inflationary pressures.

What management said

At some point, it will get to be there. But it's an interesting time right now given the tightness. Those new data centers that are being built are absolutely built with the most sustainability, but also thinking about the efficiency of power and most of them are liquid cooled. When you're looking back in terms of the Hopper, have to change that data center. It will happen. They will move that, but right now, moving ...

Absolutely not. It doesn't have the ability. It's a fixed. It was determined at the point that they went and designed it, the time that they went to go tape it out, it's done. It doesn't have the ability to change over that. But we have that because we have a full platform to revise any part of that. from here and going in the future. .

What analysts pressed on

Analysts expressed concerns about potential commoditization of hardware as demand for compute increases. There were also questions regarding the sustainability of margins amid rising costs and the impact of ASIC competition on NVIDIA's market position.

Main topics on the call

• Product Launches — NVIDIA is set to launch the Vera Rubin and Vera CPU, which are in full production and expected to be available in Q3 2026. Colette Kress stated, 'Vera CPU is a great opportunity for us to both continue to expand with an ...
• Hyperscaler Growth — The hyperscaler business saw a remarkable growth of 115%, indicating strong demand for NVIDIA's GPUs. Kress noted, 'The king of diversity is probably NVIDIA,' emphasizing their strong position across various cloud operat...
• AI Cloud Segment — NVIDIA's focus on AI clouds is growing rapidly, with management indicating that this segment is likely the fastest-growing piece of their business. Kress mentioned, 'These AI clouds are newly standing up, not a general-p...
• Supply Chain Management — NVIDIA has committed $124 billion to ensure supply chain stability and manage production constraints. Kress stated, 'We can continue to think long term with them,' indicating confidence in their supply chain strategy.

Read the full NVIDIA Corporation transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 210 NVIDIA Corporation earnings call transcripts on record, spanning January 7, 2020 to June 4, 2026. Based on this history, NVIDIA Corporation reports quarterly. The most recent call on file is dated June 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NVDA

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

210

First call

January 7, 2020

Most recent

June 4, 2026

Reporting cadence

quarterly