Nvidia's Latest Record Quarter Show Its AI Dominance Remains Intact
Nvidia's Latest Record Quarter Show Its AI Dominance Remains Intact
Nvidia guided for current quarter sales of about $37.5 billion plus or minus 2%. Outlook implies YoY growth of about 70%, which is a slowdown from last year's comparable quarter when growth amounted to 265%.Last week, Nvidia Corporation (NASDAQ: NVDA) issued its third quarter results, topping both sales and earnings estimates as well as posting a better-than-expected current quarter guidance as its end-customers, including Microsoft Corporation (NASDAQ: MSFT), Open AI and Oracle Corporation (NYSE: ORCL), have started receiving its next-generation AI chip, the mighty Blackwell, that is now in full production.
上周，英伟达公司（纳斯达克：NVDA）发布了第三季度的业绩，超出了销售和收益预测，并且发布了好于预期的当前季度指导，因为其终端客户，包括微软-t（纳斯达克：MSFT）、Open AI 和甲骨文公司（纽交所：ORCL），已经开始收到其下一代人工智能芯片——强大的黑韦尔，目前正在全面生产中。
Third Quarter Highlights
第三季度要点
For the quarter ended on October 27th, Nvidia reported its revenue surged 94% YoY to $35.08 billion, surpassing LSEG's estimate of $33.16 billion. But, this is a quarterly slowdown as sales rose 122%, 262%, and 265% during previous quarters respectively. The date center business that is at the heart of the AI hype brought in $30.8 billion with sales rising 112% YoY and surpassing StreetAccount's estimate of $28.82 billion. But not all of that revenue is made of chips that power AI development as $3.1 billion of that sales figure was brought in by networking parts. Gaming business brought $3.28 billion to the revenue table. While automotive and professional visualization businesses remain much smaller, automotive sales grew 72% YoY to $449 million while the later reported 17% YoY growth, bringing in sales of $486 million.
截至10月27日的季度，英伟达报告其营业收入年同比激增94%，达到350.8亿，超出伦敦证券交易所公司的331.6亿的预期。但这仍是一个季度的放缓，因为此前几个季度的销售分别增长了122%、262%和265%。在人工智能 hype 背后，数据中心业务带来了308亿，销售年同比增长112%，超出StreetAccount的288.2亿的预期。但并非所有的收入都是由推动人工智能发展的芯片构成，因为其中31亿的销售额来自网络部件。arvr游戏业务为营业收入贡献了32.8亿。虽然汽车和专业可视化业务仍然小得多，但汽车销售年同比增长72%，达到44900万，而后者报告年同比增长17%，带来了48600万的销售。
Net income more than doubled from last year's comparable quarter as it amounted to $19.3 billion. While net income jumped from last year's 37 cents per share to 70 cents per share, adjusted earnings per share amounted to 81 cents, also topping LSEG's estimate of 75 cents. Due to selling more chips, gross margin expanded to 73.5%.
净利润较去年同期翻了一番，达到193亿。尽管净利润从去年的每股37美分跃升至每股70美分，调整后的每股收益为81美分，亦超出伦敦证券交易所公司的75美分的预期。由于销售更多芯片，毛利率扩大至73.5%。
Fourth Quarter Outlook
第四季度展望
Nvidia guided for current quarter sales of about $37.5 billion plus or minus 2%. Outlook implies YoY growth of about 70%, which is a slowdown from last year's comparable quarter when growth amounted to 265%.
英伟达预测本季度销售额约为375亿美元，误差范围为正负2%。展望显示同比增长约为70%，这比去年同期的265%增长有所放缓。
Nvidia's AI dominance remains intact.
英伟达在人工智能领域的主导地位仍然 intact。
It's a well-known fact that Nvidia is a primary beneficiary of the ongoing AI hype, with shares nearly tripling year to date. Blackwell shipments are in for a ramp up next year, but already in the current quarter, Nvidia is in "several billion dollars" of Blackwell revenue. Demand for Blackwell is expected to exceed supply for several quarters in the next fiscal year. Now for how long can Nvidia's AI dominance continue to soar is a different question only time is able to answer.
众所周知，英伟达是持续的人工智能热潮的主要受益者，年初至今股价几乎翻了三倍。Blackwell的出货量将在明年增加，但在当前季度，英伟达已经获得了"数十亿美元"的Blackwell收入。预计下一个财年，Blackwell的需求将超过供应持续几个季度。现在，英伟达的人工智能主导地位能持续多久是一个只有时间能回答的问题。
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