{"id":17935,"date":"2026-05-21T02:39:01","date_gmt":"2026-05-21T02:39:01","guid":{"rendered":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/21\/nvidia-posts-record-82b-quarter-as-agentic-ai-arrives-pymnts-com\/"},"modified":"2026-05-21T02:39:01","modified_gmt":"2026-05-21T02:39:01","slug":"nvidia-posts-record-82b-quarter-as-agentic-ai-arrives-pymnts-com","status":"publish","type":"post","link":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/21\/nvidia-posts-record-82b-quarter-as-agentic-ai-arrives-pymnts-com\/","title":{"rendered":"Nvidia Posts Record $82B Quarter as Agentic AI Arrives &#8211; PYMNTS.com"},"content":{"rendered":"<p>For years, artificial intelligence in business meant a feature. A smarter search bar. A fraud score. A recommendation engine tucked inside a larger product.<\/p>\n<p>Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content \u2014 no additional logins required. \t<br \/><span class=\"wpcf7-form-control-wrap\" data-name=\"firstName\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control border-secondary\" id=\"firstName\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"First Name*\" value=\"\" type=\"text\" name=\"firstName\" \/><\/span> \t\t\t\t<br \/><span class=\"wpcf7-form-control-wrap\" data-name=\"lastName\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control border-secondary\" id=\"lastName\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Last Name*\" value=\"\" type=\"text\" name=\"lastName\" \/><\/span> \t\t\t\t<br \/><span class=\"wpcf7-form-control-wrap\" data-name=\"YourTitle\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control border-secondary\" id=\"inputTitle\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Title*\" value=\"\" type=\"text\" name=\"YourTitle\" \/><\/span> \t\t\t\t<br \/><span class=\"wpcf7-form-control-wrap\" data-name=\"YourCompany\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control border-secondary\" id=\"inputCompany\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Company*\" value=\"\" type=\"text\" name=\"YourCompany\" \/><\/span> \t\t\t\t<br \/><span class=\"wpcf7-form-control-wrap\" data-name=\"YourEmail\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email form-control border-secondary\" id=\"inputEmail\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Email*\" value=\"\" type=\"email\" name=\"YourEmail\" \/><\/span> \t\t\t\t<br \/><span class=\"wpcf7-form-control-wrap\" data-name=\"YourCountry\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control border-secondary\" id=\"inputCountry\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Country*\" value=\"\" type=\"text\" name=\"YourCountry\" \/><\/span> \t\t\t\t<br \/><span class=\"wpcf7-form-control-wrap\" data-name=\"newsLetterChoice\"><span class=\"wpcf7-form-control wpcf7-checkbox me-1\" id=\"checkNewsletter\"><span class=\"wpcf7-list-item first last\"><input type=\"checkbox\" name=\"newsLetterChoice[]\" value=\"yes\" checked=\"checked\" \/><span class=\"wpcf7-list-item-label\">yes<\/span><\/span><\/span><\/span><span class=\"small\">Subscribe to our daily newsletter, PYMNTS Today.<\/span> \t\t\t\t<br \/>By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our <a class=\"fw-bold\" href=\"https:\/\/pymnts-com-develop.go-vip.net\/privacy-policy\/\">Privacy Policy<\/a> and <a class=\"fw-bold\" href=\"https:\/\/pymnts-com-develop.go-vip.net\/terms-conditions\/\">Terms and Conditions<\/a>. \t\t\t\t<br \/><input id='hiddenPath' type='hidden' name='path' value='' \/><input type='hidden' name='userDeviceId' id='userDeviceId' \/><input type='hidden' name='pageTitle' id='pageTitle' \/> \t\t\t\t<br \/><input class=\"wpcf7-form-control wpcf7-submit has-spinner btn btn-dark text-uppercase py-2 px-5 small\" id=\"theSubmitButton\" type=\"submit\" value=\"Submit\" \/> \t\t\t\t\t<br \/><label>&#916;<textarea name=\"_wpcf7_ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label><input type=\"hidden\" id=\"ak_js_1\" name=\"_wpcf7_ak_js\" value=\"181\"\/><script>document.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );<\/script><br \/>What\u2019s arriving now is different. AI agents take instructions, break them into steps and finish the job. A finance team\u2019s AI agent doesn\u2019t flag an anomaly and wait for a human to investigate. It investigates, pulls the relevant records, drafts the memo and routes it for review. The compute infrastructure required to do that is nothing like what powered the last generation of AI.<br \/>\u201cAgentic AI has arrived,\u201d Nvidia CEO Jensen Huang said on the company\u2019s fiscal first-quarter <a href=\"https:\/\/investor.nvidia.com\/financial-info\/quarterly-results\/default.aspx\">earnings call<\/a>. \u201cAI can now do productive and valuable work. Tokens are now profitable.\u201d Infrastructure that is powering agents completing real work is no longer discretionary spending. It carries a return on every task it finishes.<br \/>An AI agent doing real work inside a business operates in two layers. One handles reasoning. The other handles execution.<br \/>\u201cAll of the thinking happens on GPUs,\u201d Huang said. \u201cAll of the orchestration essentially runs on CPUs. If the AI were to do a search, use a browser, that would run on the CPU.\u201d<br \/>An agent processing a chargeback reasons through the evidence on one layer of hardware. It then pulls the transaction records, files the response and updates the case log on a second layer. The reasoning layer has existed for several years. The execution layer is what\u2019s new. No chip was built for it until now.<br \/>Advertisement: Scroll to Continue<br \/>Nvidia\u2019s Vera processor is designed specifically for that execution layer. Prior chips were built to rent processing capacity to many users at once, because that was how cloud economics worked. Agents don\u2019t rent capacity. They need a task completed as fast as possible at the lowest cost per completed action.<br \/>\u201cThe economics of AI, of the future, is tokens per dollar,\u201d Huang said. Nvidia told investors it expects nearly $20 billion in Vera chip revenue this year from a market it has never addressed before.<br \/>The Anthropic partnership puts a concrete enterprise name on that demand. Claude models are embedded in document review, financial analysis and compliance workflows at companies across financial services, legal and commerce. Nvidia had essentially no infrastructure relationship with Anthropic before this year. Nvidia is now standing up capacity across Amazon Web Services, Microsoft Azure and additional cloud providers where enterprise buyers already operate.<br \/>\u201cThe amount of capacity that we\u2019re going to bring online for Anthropic this year and next year is going to be quite significant,\u201d Huang said.<br \/>Nvidia now separates its business into two groups. One covers the handful of hyperscale platforms most enterprises rent compute from today. The other covers AI cloud providers, businesses running AI on their own premises, governments and industrial operators that need compute inside their own facilities.<br \/>That second group grew 31% in a single quarter. AI cloud revenue within it more than tripled year over year. The number of large AI-specific data centers has nearly doubled in 12 months.<br \/>Huang told investors that AI infrastructure spending could reach $3 trillion to $4 trillion annually by the end of the decade. Hyperscaler capital expenditure on AI alone is forecast to exceed $1 trillion in 2027. \u201cCompute is revenues. Compute is profit,\u201d he said.<br \/>Total revenue for the fiscal first quarter was $82 billion, up 85% year over year and 20% sequentially, the 14th consecutive quarter of sequential growth. Data center revenue was $75 billion, up 92% year over year. Within data center, chip revenue was $60 billion, up 77% year over year. Networking revenue was $15 billion, up roughly 3x. Consumer and edge device revenue was $6.4 billion, up 29% year over year.<br \/><em>For all PYMNTS AI coverage, subscribe to the daily <\/em><a href=\"https:\/\/www.pymnts.com\/subscribe\/\">AI\u00a0Newsletter<\/a><em>.<\/em><br \/>                   Nvidia Posts Record $82B Quarter as Agentic AI Arrives                <br \/>                   Anthropic On Track for First Operating Profit as Revenue Surges                <br \/>                   House Hearing Puts Bank-FinTech Oversight in the Spotlight                <br \/>                   Home Depot and Lowe\u2019s Are Turning Into Software Platforms for Contractors                <br \/>Get PYMNTS Today, AI, B2B and more.<br \/>We\u2019re always on the lookout for opportunities to partner with innovators and disruptors.<\/p>\n<p><a href=\"https:\/\/news.google.com\/rss\/articles\/CBMirAFBVV95cUxQSWNhSEJPa2d0RUpSdXIzTGdYTDFQTFFoRzVGV1N6ZGdCOF9qd0VvRlZ0OS0yblJYcXlUQmJZSXhoaldYVTJrMkE0bXdoMDBfM2V0RjRzVzlYTzMwdGZDeDRrQ2hSeGpWY2R5R3ZTRzNzdlNoRk9fanA4TmVIOGt0RHk1N0R2TDBvUVhwaFA3RmpRdjlybWtnZW0yZzBhaE9QTWNfU195N0hQZWRN?oc=5\">source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>For years, artificial intelligence in business meant a feature. A smarter search bar. A fraud score. A recommendation engine tucked inside a larger product. Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content \u2014 no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By completing this [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":17936,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-17935","post","type-post","status-publish","format-standard","has-post-thumbnail","category-technology"],"_links":{"self":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/17935","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/comments?post=17935"}],"version-history":[{"count":0,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/17935\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media\/17936"}],"wp:attachment":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media?parent=17935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/categories?post=17935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/tags?post=17935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}