NVIDIA's fiscal Q1 FY2027 data center revenue expectations are anchored by the company's February 2026 Q4 earnings beat, where data center sales hit a record $62.3 billion—up 22% sequentially—fueled by surging demand for Blackwell GPUs amid hyperscaler AI infrastructure buildouts. Total Q1 revenue guidance of $78 billion (±2%), excluding China data center compute due to U.S. export curbs, implies trader consensus for data center around $70 billion, reflecting a sustained 90%+ mix of overall sales. Polymarket odds capture this skin-in-the-game sentiment, pricing high conviction above $60 billion while uncertainty rises for $75 billion-plus amid potential supply constraints. Key catalyst ahead: Q1 earnings release around May 20-27, 2026, with focus on Blackwell ramp and capex trends from Microsoft, Amazon, and Meta.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於50B
89%
55B
87%
60B
78%
65B
76%
70B
69%
75B
71%
80B
21%
$931 交易量
50B
89%
55B
87%
60B
78%
65B
76%
70B
69%
75B
71%
80B
21%
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by July 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Nvidia’s official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
市場開放時間: Apr 14, 2026, 2:08 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by July 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Nvidia’s official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...NVIDIA's fiscal Q1 FY2027 data center revenue expectations are anchored by the company's February 2026 Q4 earnings beat, where data center sales hit a record $62.3 billion—up 22% sequentially—fueled by surging demand for Blackwell GPUs amid hyperscaler AI infrastructure buildouts. Total Q1 revenue guidance of $78 billion (±2%), excluding China data center compute due to U.S. export curbs, implies trader consensus for data center around $70 billion, reflecting a sustained 90%+ mix of overall sales. Polymarket odds capture this skin-in-the-game sentiment, pricing high conviction above $60 billion while uncertainty rises for $75 billion-plus amid potential supply constraints. Key catalyst ahead: Q1 earnings release around May 20-27, 2026, with focus on Blackwell ramp and capex trends from Microsoft, Amazon, and Meta.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於
警惕外部連結哦。
警惕外部連結哦。
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