Despite all the controversy and sometimes the anger of users and ourselves, the facts have once again proved Nvidia right. Last night, the Greens unveiled their financial results for the first quarter of 2026 (the company’s fiscal year is off). Revenues reached $44.1 billion, an increase of 69% on last year.
Nvidia rocks… And we’re glad we were wrong
Artificial intelligence is the main driver of this growth. But the gaming sector also shone, posting record sales of $3.8 billion. In fact, sales were up 48% on the previous quarter and 42% on the same period last year. These gains are due to the launch of the RTX 50 graphics cards, and of course they force us all to take a step back from the incessant criticism of the brand.
We thought the RTX 50 range had been a complete failure: that’s not the case.
So obviously, the people in charge of Nvidia’s finances are no laughing matter. Unlike previous GeForce GPU ranges, the company launched all of its RTX 50 cards in record time. By grouping all the RTX 50 series releases together in the first half of 2026, Nvidia benefits from a concentration of these revenues in its figures. It’s also a way of explaining this growth… But not the only one.
Bubble or no AI bubble, Nvidia has the means to anticipate the future (and to innovate)
Of course, if you take a look at the company’s figures, it’s easy to see that its data centre revenues are almost ten times higher than its gaming revenues. Nvidia is no longer a company specialising in gaming, but an AI company with a secondary activity in the sector. However, for many years now, despite his leather jacket and sometimes his arrogance, it would be wrong to doubt the lucidity of its CEO Jensen Huang. Deep down, he knows that the AI period is at worst a bubble, at best a period of euphoria… And no doubt he has already prepared the next move. The ARM PC SoC or other projects? We can’t wait to find out.
In our case, there are two ways of reacting to these results. You can get a bit more defensive and hope that the fall will only be delayed, or you can try to understand. For Nvidia, as for all the others, we will always choose the second solution. Because we’re curious, and because making a mistake gives us a chance to think things through a little more. But above all, because we should be delighted that a player that is an important part of our industry is in excellent health. We hope the same goes for AMD and Intel and many others, so that our passion lives on for a long time to come.
PS: This is not an advertorial and OCC has not been sold to any dark forces in the last few hours. Spoiler: we’re going to have a laugh about the 5060.
