NVIDIA Corporation (NVDA) Earnings Call Transcripts

NVIDIA Corporation's Latest Earnings Call - September 10, 2026

In the earnings call held on September 10, 2026, NVIDIA Corporation (NVDA:US) showcased robust growth prospects, projecting a 70% revenue increase for the upcoming fiscal year, driven by strong demand for AI infrastructure. The company emphasized its unique position in the AI ecosystem, highlighting its role as a foundational platform for AI development. Revenue and earnings figures were not disclosed in the transcript, but management expressed confidence in meeting and exceeding market expectations, indicating a positive outlook for the fiscal year ahead.

Reported metrics

Guidance from management

NVIDIA's management maintained a strong outlook, projecting a 70% revenue growth for the next fiscal year, driven by unconstrained demand for AI infrastructure and applications.

What management said

Yes, yes. I think we're -- we could grow 70% year-over-year, and we're confident about that. And we have a year to go work on improving that. And so we're going to come to work every day and make our living and get more supply, more fried chicken.

Did you guys see what we announced this morning with Australia? Let's give you an example. In Australia, there's a whole bunch of energy. And we're working with all the companies and data center companies in the region, we stood up 2 gigawatts for 2027. So just to put it in perspective, 2 gigawatts for 2027, it's not a lot, but it's $80 billion.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of supply chain management and the potential impact of upstream component shortages on NVIDIA's growth trajectory. There were also questions about the ROI of AI technologies and how they will translate into financial performance.

Main topics on the call

• AI Infrastructure Growth — NVIDIA's CEO, Jensen Huang, reiterated the company's belief in the rapid growth of AI infrastructure, stating, "I just think we should just take a pause and acknowledge that I was right" regarding his previous prediction...
• Challenges of Moore's Law — Huang discussed the implications of the end of Moore's Law, stating, "If the transistors don't scale 2x per year or get half as big every other year, then the question is what's going to happen to the future." This prese...
• Cybersecurity as a Major Use Case — Huang highlighted cybersecurity as a significant opportunity for AI, stating, "Cybersecurity will likely be the next major use case of AI, and it's going to run continuously." This signals NVIDIA's strategic focus on exp...
• Supply Chain Management — Management expressed confidence in navigating supply chain challenges, with Huang stating, "We have the largest supply chain in the world." This positions NVIDIA favorably to meet growing demand despite upstream componen...

Read the full NVIDIA Corporation transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 212 NVIDIA Corporation earnings call transcripts on record, spanning January 7, 2020 to September 10, 2026. Based on this history, NVIDIA Corporation reports quarterly. The most recent call on file is dated September 10, 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

212

First call

January 7, 2020

Most recent

September 10, 2026

Reporting cadence

quarterly