people · May 21, 2026
Nvidia CEO Jensen Huang Highlights AI Native Clouds Including Nebius During Earnings Call
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During Nvidia Q1 FY2027 earnings call on May 20, 2026 CEO Jensen Huang placed AI native clouds in the faster-growing ACIE segment alongside sovereign AI workloads. The ACIE segment grew 31 percent sequentially while AI cloud revenue inside it more than tripled year-over-year. Huang stated Nebius will take care of customers and referenced helping Anthropic expand capacity with potential Nebius partnership. Nvidia reported $91 billion Q2 revenue guidance with AI cloud demand described as parabolic.
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