AI Semiconductor Leader Surpasses 110 Trillion Won in Quarterly Revenue, Expands Share Buybacks and Dividends

NVIDIA Corporation (NVDA) reported revenue of $81.6 billion (approximately ₩110 trillion) in the first quarter of fiscal 2026 (ended April 26, 2026), up 20% sequentially and 85% year-over-year, and reorganized its reporting structure around two pillars: Data Center and Edge Computing.

The company also approved an additional share-repurchase authorization of about $80 billion (roughly ₩100 trillion) and raised its quarterly dividend sharply from $0.01 to $0.25 per share. For the second quarter, excluding revenue from China data-center compute, NVIDIA guided to $91 billion in revenue (around ₩120 trillion) with an approximately 75% margin.

Separately, on May 27, board director John Dabiri sold a small portion of his holdings under a pre-arranged trading plan but continues to maintain a significant stake.

Recently, NVIDIA described Taiwan as the “epicenter of the AI revolution” and announced plans to invest about $150 billion there annually, significantly expanding its global AI-infrastructure spending. It also reiterated that U.S. export controls have driven its market share in China’s data-center GPU market to effectively zero.

Leveraging its data-center AI accelerators and GPUs, NVIDIA is spearheading global investment in generative AI infrastructure. Fueled by rising AI demand, some forecasts now project the global semiconductor market will surpass $1.3 trillion in 2026.