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.

收入 $57.0B

Revenue was $57.0B, up 22% from Q2 and 62% year over year.

数据中心 $51.2B

Data Center revenue was $51.2B, up 25% from Q2 and 66% year over year.

毛利率 73.4%

GAAP and non-GAAP gross margins were 73.4% and 73.6%.

指引 $65.0B

The company guided Q4 revenue around $65.0B.

已披露数据

NVDA 关键披露数字

01
收入

Revenue was $57.0B, up 22% from Q2 and 62% year over year.

为什么重要

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。

02
数据中心

Data Center revenue was $51.2B, up 25% from Q2 and 66% year over year.

为什么重要

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。

03
毛利率

GAAP and non-GAAP gross margins were 73.4% and 73.6%.

为什么重要

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。

04
指引

The company guided Q4 revenue around $65.0B.

为什么重要

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

原文与出处

NVIDIA Q3 FY2026 results