英伟达预计第二财季收入为280亿美元，上下浮动2%，市场预期为268亿美元。该公司表示，新芯片Blackwell已经全面投产，对H200和Blackwell的需求远远超过供应，这种情况可能会持续到明年。H100 GPU供应情况有所改善，但H200供应仍然短缺。The Zhitong Finance App learned that Nvidia (NVDA.US)'s financial report for the first fiscal quarter of fiscal year 2025 released after the US stock market on Wednesday showed that both sales and profit exceeded expectations, and made strong predictions for the second fiscal quarter. The company's share price rose nearly 7% after the market, breaking through $1,000.
According to financial reports, Nvidia's revenue for the first fiscal quarter reached 26 billion US dollars, up 262% year on year; net profit was 14.88 billion US dollars, up 628% year on year. The company expects second-quarter revenue to reach 28 billion US dollars, and the market forecast is 26.61 billion US dollars. Gaming revenue for the quarter was $2.6 billion, and market expectations were $2.62 billion.
Nvidia announced a “1 split of 10” shares and increased its quarterly dividend by 150% to $0.01 per share (calculated after the split). Over the past year, as giants such as Google (GOOGL.US, GOOG.US) and OpenAI purchased multi-billion dollar Nvidia GPUs, the company's sales skyrocketed, and data center sales increased 427% year over year to $19.4 billion. The company's chief financial officer Colette Kress said this was due to Hopper GPU shipments, including the H100 GPU.
Nvidia expects revenue for the second fiscal quarter to be 28 billion US dollars, fluctuating 2% up and down, and the market forecast is 26.8 billion US dollars. The company said that the new Blackwell chip is in full production, and demand for the H200 and Blackwell far exceeds supply, and this situation is likely to continue until next year. The H100 GPU supply situation has improved, but the H200 supply is still in short supply.
