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Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap
Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for calendar year 2026, with some estimates suggesting $400 billion is possible. Next quarter alone: $91 billion in guided revenue. Vera Rubin is beginning to ship and is expected to generate $20 billion in its first six months.
And then Jensen Huang said something on the earnings call that almost nobody covered.
Nvidia plans to become the world's largest CPU supplier in 2026.
That…
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