NVIDIA · 2025-05-28
NVIDIA (NVDA) Q1 FY2026财报发布：NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
Revenue was $44.1B, up 12% from Q4 and 69% year over year.; Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.; Gross margin remained a key part of the premium valuation debate.; Management guided around continued AI infrastructure demand.
Revenue was $44.1B, up 12% from Q4 and 69% year over year.
Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.
Gross margin remained a key part of the premium valuation debate.
Management guided around continued AI infrastructure demand.
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Revenue was $44.1B, up 12% from Q4 and 69% year over year.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
Gross margin remained a key part of the premium valuation debate.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
Management guided around continued AI infrastructure demand.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
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