Nvidia posted first-quarter revenue of $81.6 billion, setting a record for the 12th straight quarter. Nvidia filed on May 20 that it posted $81.62 billion in revenue for its fiscal first quarter (February to April), or about 122.3 trillion won. The figure was up 20 percent from $68.13 billion in the previous quarter and up 85 percent from a year earlier.

That extended Nvidia's streak of record quarterly sales to 12. It also topped the market consensus of $78.85 billion compiled by market research firm London Stock Exchange Group (LSEG).

Revenue growth was driven by the data centre segment. Revenue in the segment came to $75.2 billion, up 92 percent from a year earlier. Its share of total revenue also reached 92 percent.

Within the segment, data centre computing revenue was $60.4 billion and networking revenue was $14.8 billion. Revenue in edge computing, which includes PCs, game consoles and self-driving cars, was $6.4 billion, up 29 percent from a year earlier.

Profitability measures also beat market expectations. Adjusted earnings per share came to $1.87, topping Wall Street's estimate of $1.76.

Nvidia said it will revamp its segment reporting structure starting this quarter. It will scrap the previous breakdown by detailed areas and reorganise around two pillars: data centres and edge computing. Data centres will be further split into hyperscale and ACIE (artificial intelligence cloud, industry and enterprise).

The growth trend is expected to continue into the next quarter. Nvidia forecast second-quarter revenue of $91.0 billion. The company said it excluded China-related data centre revenue from the forecast.

Chief Executive Jensen Huang (젠슨 황) said, "The build-out of AI factories, the largest infrastructure expansion in human history, is accelerating at an incredible pace."

He added, "Nvidia is the only platform that runs on every cloud, supports every frontier model and open-source model, and scales everywhere AI is produced, from hyperscale data centres to edge computing."

The stock showed mixed moves around the earnings release. It rose 1.3 percent in regular trading on expectations for the results. After the earnings release, it fell about 0.6 percent in after-hours trading and traded around $222 as of 4:55 p.m. U.S. Eastern time.