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英伟达NVIDIA(NVDA)2026财年第一季度投资者演示报告「NASDAQ」(英文版)(30页).pdf

上传人: 白**** 编号:723698 2025-07-03 30页 5.38MB

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1、Investor Presentation Q1 FY26June 2025Certain matters in this presentation including,but not limited to,statements as to:expectations with respect to growth,performance and benefits of NVIDIAs products,services,and technologies,including Blackwell,and related trends and drivers;expectations with res

2、pect to supply and demand for NVIDIAs products,services,and technologies,including Blackwell,and related matters including inventory,production and distribution;our financial position;projected market growth and trends,market opportunity,demand,and growth drivers;our financial and business outlook;o

3、ur dividend program;expectations with respect to NVIDIAs third party arrangements,including with its collaborators and partners;third parties adopting our products and technologies;expectations with respect to technology developments and related trends and drivers;expectations with respect to AI and

4、 related industries;and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933,as amended,and Section 21E of the Securities Exchange Act of 1934,as amended,which are subject to the“safe harbor”created by those sec

5、tions based on managements beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations.Important factors that could cause actual results to differ materially include:glob

6、al economic and political conditions;NVIDIAs reliance on third parties to manufacture,assemble,package and test NVIDIAs products;the impact of technological development and competition;development of new products and technologies or enhancements to NVIDIAs existing product and technologies;market ac

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根据报告的内容,以下是全文主要内容的概括: 1. NVIDIA在2026财年第一季度实现了强劲的业绩增长,总收入同比增长69%至440.6亿美元,数据中心业务同比增长73%至391.2亿美元,游戏业务同比增长42%至37.6亿美元。 2. 数据中心业务增长主要得益于Blackwell芯片的快速推广,Blackwell芯片在数据中心计算收入中占比近70%。微软、谷歌、OpenAI等公司对Blackwell芯片的需求大幅增长。 3. 游戏业务增长得益于Blackwell架构在游戏领域的应用,NVIDIA推出了GeForce RTX 5060和5060 Ti等新产品。 4. NVIDIA推出了Blackwell Ultra芯片,用于AI推理,并推出了Spectrum-X和Quantum-X硅光子交换机,用于扩展AI工厂。 5. NVIDIA发布了开源推理平台Dynamo,用于提高AI推理性能,并推出了新的AI基础模型、蓝图、工具和合作伙伴关系,以推动机器人技术的发展。 6. NVIDIA宣布与台湾政府合作建设AI超级计算机,以推动台湾地区的AI发展。 7. NVIDIA计划在美国建立AI超级计算机制造工厂,预计未来四年内将在美国生产价值高达5000亿美元的AI基础设施。
NVIDIA Q1业绩如何? NVIDIA最新AI产品有哪些? NVIDIA如何推动AI发展?
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