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英伟达NVIDIA(NVDA)2026财年第二季度财务报告(10-Q)「NASDAQ」(英文版)(65页).pdf

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1、UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington,D.C.20549FORM 10-QQUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended July 27,2025ORTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934Commis

2、sion File Number:0-23985NVIDIA CORPORATION(Exact name of registrant as specified in its charter)Delaware94-3177549(State or other jurisdiction of(I.R.S.Employerincorporation or organization)Identification No.)2788 San Tomas Expressway,Santa Clara,California95051(Address of principal executive office

3、s)(Zip Code)(408)486-2000(Registrants telephone number,including area code)N/A(Former name,former address and former fiscal year,if changed since last report)Securities registered pursuant to Section 12(b)of the Act:Title of each classTrading Symbol(s)Name of each exchange on which registeredCommon

4、Stock,$0.001 par value per shareNVDAThe Nasdaq Global Select MarketIndicate by check mark whether the registrant(1)has filed all reports required to be filed by Section 13 or 15(d)of the Securities Exchange Act of 1934 during the preceding 12months(or for such shorter period that the registrant was

5、required to file such reports),and(2)has been subject to such filing requirements for the past 90 days.Yes No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(232.405 ofthis chapter)

6、during the preceding 12 months(or for such shorter period that the registrant was required to submit such files).Yes No Indicate by check mark whether the registrant is a large accelerated filer,an accelerated filer,a non-accelerated filer,a smaller reporting company,or an emerging growth company.Se

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根据报告的内容,以下是NVIDIA 2025年第二季度和上半年财务报告的关键点: - **收入增长**:第二季度和上半年收入分别为46.7亿美元和90.8亿美元,同比增长。 - **数据中心和人工智能**:数据中心计算和网络平台以及人工智能解决方案是收入增长的主要动力。 - **Blackwell GPU**:Blackwell GPU收入在上半年持续增长,包括向Blackwell Ultra平台的过渡。 - **净收入**:第二季度净收入为26.4亿美元,上半年为45.2亿美元。 - **股票回购**:公司进行了大量股票回购,截至2025年7月27日,授权回购总额达712亿美元。 - **现金流量**:上半年经营活动产生的现金流量为42.8亿美元,投资活动使用现金12.3亿美元,融资活动使用现金27.4亿美元。 - **市场份额**:第二季度向单一直接客户(Customer A)的销售占总收入的23%,向另一客户(Customer B)的销售占16%。
**黑科技加速,NVIDIA业绩如何**? **AI浪潮下,NVIDIA增长动力何在**? **数据中心新平台,NVIDIA未来展望**?
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