Nvidia reports 85% year-over-year revenue growth to $81.6 billion in fiscal first quarter 2027, driven by 92% data center revenue surge to $75.2 billion. AI chip demand surges as CEO Jensen Huang calls it agentic AI-driven, with $1 trillion in Blackwell and Rubin chip revenue projected between 2025 and 2027. Gross margin near 75% in the quarter.
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Micron reports HBM4 chip growth, revenue surge ahead of June 24 earnings