NVIDIA · 2025-08-27
NVIDIA (NVDA) Q2 FY2026財報發布：NVIDIA 的核心仍是 AI 基礎設施需求、Blackwell/Rubin 節奏與毛利率品質
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%.
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Revenue was $46.7B, up 6% from Q1 and 56% year over year.
SnowballHare 解讀：這份財報要看 AI 基礎設施需求是否繼續推高收入曲線，同時毛利率和供應限制能否支撐估值。
Data Center revenue was $41.1B, up 5% from Q1 and 56% year over year.
SnowballHare 解讀：這份財報要看 AI 基礎設施需求是否繼續推高收入曲線，同時毛利率和供應限制能否支撐估值。
Blackwell Data Center revenue grew 17% sequentially.
SnowballHare 解讀：這份財報要看 AI 基礎設施需求是否繼續推高收入曲線，同時毛利率和供應限制能否支撐估值。
Q3 revenue was expected to be about $54.0B, plus or minus 2%.
SnowballHare 解讀：這份財報要看 AI 基礎設施需求是否繼續推高收入曲線，同時毛利率和供應限制能否支撐估值。
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