英伟达Q3净利193亿美元，同比暴涨109%！

芯智讯11-21

当地时间11月20日，GPU大厂英伟达（NVIDIA）公布了截至2024年10月27日为止的2025财年第三季财报，营收、净利润均超市场预期。英伟达第三季营收达351亿美元，同比暴涨94%，环比增长17%，且优于市场预期的331.6亿美元。在GAAP准则下，净利润为193.1亿美元，同比增长109%，环比增长16%，高于市场预期的169.3亿美元；EPS为0.78美元，同比暴涨111%，环比增长...

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Kress表示，公司在第三财季向客户发送了13000个Blackwell样品。每个客户都在竞相成为第一个部署Blackwell的客户，需求是“惊人的”。Blackwell芯片已于四季度开始出货，并将在明年加速出货。预计在第四财季有望超过之前对Blackwell收入为数十亿美元的预估。此外，英伟达当前一代Al芯片H200在本季也实现了大幅增长。Kress还表示，Hopper和 Blackwell系统都存在一定的供应限制。Blackwell的增产过程将持续至2026财年，Blackwell供不应求状态将(连续)持续好几个季度。英伟达创始人兼CEO黄仁勋表示，人工智能时代正在如火如荼的进行，并且推动全球向英伟达的计算构架进行转变。随着基础设施供应商扩大训练前、训练后、以及推理的模型规模，对Hopper构架和对Blackwell构架芯片的预期令人难以置信。黄仁勋进一步指出，人工智能正在改变每个产业、公司和国家。企业正在采用代理人工智能来彻底改变工作流程。随着人工智能的突破，工业机器人投资激增。各国已经意识到发展国家人工智能和基础设施的重要性。值得注意的是，英伟达财报的各项指标均超过市场预期，盘后股价仍出现下跌，最大跌幅一度超过5%。编辑：芯智讯-浪客剑","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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