Nvidia CEO Jensen Huang Says The Present Time Is 'The Beginnings Of Two Fundamental Shifts In Computing' As Blackwell Powers Explosive AI Demand
Nvidia CEO Jensen Huang Says The Present Time Is 'The Beginnings Of Two Fundamental Shifts In Computing' As Blackwell Powers Explosive AI Demand
The company's new Blackwell systems are at the center of this transformation. Huang noted that while they shipped zero Blackwell systems last quarter, they are now shipping billions of dollars worth, with demand "staggering" and supply racing to keep up. NVIDIA Corp (NASDAQ:NVDA) revealed its robust financial performance and optimistic outlook, driven by an unprecedented wave of artificial intelligence infrastructure demand centered around its groundbreaking Blackwell systems.
英伟达公司（纳斯达克：NVDA）公布了强劲的财务业绩和乐观的前景，这得益于人工智能基础设施需求的前所未有的浪潮，中心围绕其开创性的Blackwell系统。
What Happened: Nvidia reported a staggering $35.1 billion in revenue for the third quarter, representing a remarkable 94% year-over-year increase. Data Center revenue alone reached $30.8 billion, up an astounding 112% from the previous year.
发生了什么：英伟达第三季度营业收入高达351亿，创下94%的同比增长，数据中心的营业收入单独达到308亿，较去年增长惊人的112%。
CEO Jensen Huang described the current moment as "the beginnings of two fundamental shifts in computing," highlighting the transition from traditional coding to machine learning and the emergence of AI as a new industrial capability.
首席执行官黄仁勋形容目前的时刻为“计算领域两个根本性转变的开始”，强调从传统编码到机器学习的过渡，以及人工智能作为一种新的工业能力的崛起。
The company's new Blackwell systems are at the center of this transformation. Huang noted that while they shipped zero Blackwell systems last quarter, they are now shipping billions of dollars worth, with demand "staggering" and supply racing to keep up. Oracle Corp (NYSE:ORCL) has already announced plans for AI computing clusters that can scale to over 131,000 Blackwell GPUs.
公司的新Blackwell系统是这一转变的中心。黄指出，尽管他们上季度没有发货任何Blackwell系统，但现在他们正在发货价值数十亿美元的系统，需求“惊人”，供应在快速跟上。甲骨文公司（纽交所：ORCL）已经宣布计划建设能够扩展到超过131,000个Blackwell GPU的人工智能计算集群。
One of the most closely watched aspects of the earnings call was Nvidia's gross margin projection. CFO Colette Kress provided clarity, stating that as Blackwell ramps up, gross margins will temporarily dip to the low 70% range—potentially around 71-72.5%—before quickly recovering to the mid-70s.
在业绩会上，最受关注的一个方面是英伟达的毛利率预期。首席财务官科莱特·克雷斯提供了明确的解释，表示随着Blackwell的增产，毛利率将暂时降至70%区间的低端——可能在71-72.5%左右——然后迅速恢复到中70%左右。
"We will start growing into our gross margins," Kress explained, "and we hope to get to the mid-70s quite quickly as part of that ramp."
“我们将开始实现我们的毛利率增长，”克雷斯解释道，“我们希望在这一增产过程中迅速达到中70%。”
Why It Matters: Nvidia's fourth-quarter revenue is projected at $37.5 billion, with continued strong demand for both Hopper and Blackwell systems. The company expects to ship more Blackwell systems in each subsequent quarter, indicating a robust and accelerating adoption curve.
重要性：英伟达第四季度的营业收入预计为375亿，Hopper和Blackwell系统的强劲需求仍在持续。公司预计在每个后续季度将发货更多的Blackwell系统，表明采用曲线强劲且加速。
The company sees massive potential in modernizing global computing infrastructure for AI. Huang suggested that by 2030, computing data centers could be worth a couple of trillion dollars, with a multi-year transformation ahead.
公司看到了现代化全球计算基础设施以支持人工智能的巨大潜力。黄表示，到2030年，计算数据中心的价值可能达到数万亿美元，未来将有数年的转型。
"We're going to continue to build out to modernize IT," Huang stated, "and then create these AI factories that are going to be for a new industry for the production of artificial intelligence."
"我们将继续建设现代化的IT，"黄说，"然后创建这些人工智能工厂，来服务于新兴的人工智能生产行业。"
Price Action: Nvidia's stock closed at $145.89 on Wednesday, down 0.76% for the day. In after-hours trading, the stock dipped further by 2.53%. Year to date, Nvidia's stock has surged 202.86%, according to data from Benzinga Pro.
价格走势：英伟达股票周三收盘价为145.89美元，下跌0.76%。盘后交易中，股价进一步下跌了2.53%。据彭博专业数据显示，英伟达股票年初至今已暴涨202.86%。
