NVIDIA · 2025-08-27
NVIDIA (NVDA) Q2 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 $46.7B, up 6% from Q1 and 56% year over year.; Data Center revenue was $41.1B, up 5% from Q1 and 56% year over year.; Blackwell Data Center revenue grew 17% sequentially.; Q3 revenue was expected to be about $54.0B, plus or minus 2%.
Revenue was $46.7B, up 6% from Q1 and 56% year over year.
Data Center revenue was $41.1B, up 5% from Q1 and 56% year over year.
Blackwell Data Center revenue grew 17% sequentially.
Q3 revenue was expected to be about $54.0B, plus or minus 2%.
已披露数据
NVDA 关键披露数字
Revenue was $46.7B, up 6% from Q1 and 56% 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 $41.1B, up 5% from Q1 and 56% 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。
Blackwell Data Center revenue grew 17% sequentially.
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。
Q3 revenue was expected to be about $54.0B, plus or minus 2%.
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。
来源