NVIDIA · 2025-11-19
NVIDIA (NVDA) Q3 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 $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 $51.2B, up 25% from Q2 and 66% 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。
GAAP and non-GAAP gross margins were 73.4% and 73.6%.
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。
The company guided Q4 revenue around $65.0B.
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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