NVIDIA · 2025-11-19
NVIDIA (NVDA) Q3 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 $57.0B, up 22% from Q2 and 62% year over year.; Data Center revenue was $51.2B, up 25% from Q2 and 66% year over year.; GAAP and non-GAAP gross margins were 73.4% and 73.6%.; The company guided Q4 revenue around $65.0B.
Revenue was $57.0B, up 22% from Q2 and 62% year over year.
Data Center revenue was $51.2B, up 25% from Q2 and 66% year over year.
GAAP and non-GAAP gross margins were 73.4% and 73.6%.
The company guided Q4 revenue around $65.0B.
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Revenue was $57.0B, up 22% from Q2 and 62% 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 $51.2B, up 25% from Q2 and 66% 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。
GAAP and non-GAAP gross margins were 73.4% and 73.6%.
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。
The company guided Q4 revenue around $65.0B.
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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