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Nvidia's First Quarter Results Confirm That The Next Industrial Revolution Is Well Underway

Nvidia's First Quarter Results Confirm That The Next Industrial Revolution Is Well Underway

Nvidia的第一季度業績證實下一次工業革命正在順利進行中
Benzinga ·  05/24 02:13

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) reported its fiscal first quarter results, surpassing both top and bottom-line estimates as demand for AI chips remains as robust as ever. Nvidia sales continue to skyrocket as Google, Microsoft Corporation (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Amazon.com Inc (NASDAQ:AMZN) and Microsoft-backed OpenAI spend billions of dollars to buy its graphics processing units to develop and deploy generative AI applications. During extended trading on Wednesday, Nvidia shares rose 7% and surpassed $1,000 for the first time.

週三,英偉達公司(納斯達克股票代碼:NVDA)公佈了其第一財季業績,由於對人工智能芯片的需求一如既往地強勁,均超過了最高和利潤預期。隨着谷歌、微軟公司(納斯達克股票代碼:MSFT)、Meta Platforms(納斯達克股票代碼:MSFT)、亞馬遜公司(納斯達克股票代碼:AMZN)和微軟支持的OpenAI花費數十億美元購買其圖形處理單元以開發和部署生成式人工智能應用程序,英偉達的銷售額繼續飆升。在週三的延期交易中,英偉達股價上漲了7%,首次突破1,000美元。

Impressive Fiscal First Quarter Highlights

令人印象深刻的第一財季亮點

For the quarter ended on April 28th, Nvidia reported that revenue grew 262% YoY as it amounted to $26.04 billion, surpassing LSEG's estimate of $24.65 billion. Data center alone reported a revenue rise of 427% YoY to $22.6 billion, with large cloud providers like Google, Microsoft and Amazon contributing about mid-40%. Meta Platforms and its announcement of Lama 3, their latest large language model which used 24,000 H100 GPUs, was the highlight of Nvidia's reported quarter.

英偉達報告稱,截至4月28日的季度,收入同比增長262%,達到260.4億美元,超過了LSEG估計的246.5億美元。僅數據中心就報告收入同比增長427%,達到226億美元,其中谷歌,微軟和亞馬遜等大型雲提供商的貢獻約爲-40%。Meta Platforms及其發佈的Lama 3是英偉達公佈的季度的亮點,這是他們使用24,000個H100顯卡的最新大型語言模型。

Networking revenue grew more than three times compared to last year's comparable quarter to $3.2 billion, owed primarily to InfiniBand products. Gaming revenue grew 18% to $2.65 billion.Although a much smaller business, Nvidia also makes chips for cars and advanced graphics workstations. Professional visualization brought in $427 million with $329 million in automotive sales.

與去年同期相比,網絡收入增長了三倍多,達到32億美元,這主要歸功於InfiniBand產品。遊戲收入增長了18%,達到26.5億美元。儘管Nvidia的業務規模要小得多,但它也爲汽車和高級圖形工作站生產芯片。專業可視化帶來了4.27億美元的收入,汽車銷售額爲3.29億美元。

Net income amounted to $14.88 billion, or $5.98 per share, skyrocketing from last year's comparable quarter when it amounted to $2 billion.

淨收入爲148.8億美元,合每股收益5.98美元,比去年同期的20億美元猛增。

An Even More Impressive Outlook

更令人印象深刻的前景

For the current quarter, Nvidia guided for sales of $28 billion. Later this year, Nvidia expects even more revenue growth from its next-generation AI chip, with Blackwell expected to unlock a new growth phase for the AI chip leader. Financial Times reported earlier this week Amazon is eagerly waiting for Nvidia's newest superchip.

英偉達本季度的預期銷售額爲280億美元。今年晚些時候,英偉達預計,其下一代人工智能芯片的收入將進一步增長,預計Blackwell將爲這家人工智能芯片領導者開啓新的增長階段。《金融時報》本週早些時候報道說,亞馬遜熱切地等待英偉達最新的超級芯片。

Nvidia expected a blockbuster quarter and it was just as impressive as anticipated. Although Amazon, Google, Meta and Microsoft have all stated that they intend to be less reliant on Nvidia's chips as they plan to spend $200 billion this year on chips and data centers they need to train and operate their AI systems, they are not there year. Nvidia's results have become the most important event on the macroeconomic calendar. It's no exaggeration to say that its quarterly reports have become an indicator of strength of the AI boom that is not showing any signs of slowing down as AI seems to be the new commodity, marking a new era and the next industrial revolution. The new AI era began with Nvidia and by the looks of it, it is just getting started as CEO Jensen Huang assured that demand for both Hopper and Blackwell is way ahead of supply.

Nvidia預計本季度將迎來轟動一時,其表現與預期一樣令人印象深刻。儘管亞馬遜、谷歌、Meta和微軟都表示他們打算減少對Nvidia芯片的依賴,因爲他們計劃今年花費2000億美元購買訓練和操作人工智能系統所需的芯片和數據中心,但今年卻沒有。Nvidia的業績已成爲宏觀經濟日曆上最重要的事件。可以毫不誇張地說,其季度報告已成爲衡量人工智能繁榮強度的指標,由於人工智能似乎是新商品,標誌着新時代和下一次工業革命,因此沒有任何放緩的跡象。新的人工智能時代始於英偉達,從表面上看,它才剛剛開始,首席執行官黃延森保證,對Hopper和Blackwell的需求都遠遠超過供應。

DISCLAIMER: This content is for informational purposes only. It is not intended as investing advice.

免責聲明:此內容僅供參考。它不打算作爲投資建議。

This article is from an unpaid external contributor. It does not represent Benzinga's reporting and has not been edited for content or accuracy.

本文來自一位未付費的外部撰稿人。它不代表 Benzinga 的舉報,也未就內容或準確性進行過編輯。

譯文內容由第三人軟體翻譯。


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