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Market Mover | Nvidia Shares Soar 6% as Q1's Record-Breaking Performance and Ten-for-One Stock Split

Market Mover | Nvidia Shares Soar 6% as Q1's Record-Breaking Performance and Ten-for-One Stock Split

市場推動者 | 由於第一季度創紀錄的業績和十比一的股票拆分,英偉達股價飆升了6%
富途資訊 ·  05/23 07:57

On May 22, 2024 -  $NVIDIA (NVDA.US)$ shares rose 6% to $1006.435 in post-market trading on Wednesday, reported a record-breaking financial performance for the first quarter of fiscal year 2025, with a revenue of $26.0 billion, marking an 18% increase from the previous quarter and a staggering 262% rise from the same period a year earlier.

2024 年 5 月 22 日-$英偉達 (NVDA.US)$ 週三盤後交易中,股價上漲6%,至1006.435美元,報告了2025財年第一季度的財務業績破紀錄,收入爲260億美元,比上一季度增長了18%,比去年同期增長了262%。

First Quarter Fiscal Year 2025 Financial Highlights

2025財年第一季度財務摘要

•Record quarterly revenue of $26.0 billion, up 18% from Q4 and up 262% from a year ago

•創紀錄的季度收入爲260億美元,比第四季度增長18%,比去年同期增長262%

•Record quarterly Data Center revenue of $22.6 billion, up 23% from Q4 and up 427% from a year ago

•創紀錄的季度數據中心收入爲226億美元,比第四季度增長23%,比去年同期增長427%

•Ten-for-one forward stock split effective June 7, 2024

•十比一遠期股票拆分將於2024年6月7日生效

•Quarterly cash dividend raised 150% to $0.01 per share on a post-split basis

•拆分後,季度現金分紅提高了150%,至每股0.01美元

•GAAP earnings per diluted share was $5.98, up 21% from the previous quarter and up 629% from a year ago.

•GAAP攤薄後每股收益爲5.98美元,比上一季度增長21%,比去年同期增長629%。

•Non-GAAP earnings per diluted share was $6.12, up 19% from the previous quarter and up 461% from a year ago.

•非公認會計准則攤薄後每股收益爲6.12美元,較上一季度增長19%,比去年同期增長461%。

“The next industrial revolution has begun — companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center — AI factories — to produce a new commodity: artificial intelligence,” said Jensen Huang, founder and CEO of NVIDIA. “AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities.

NVIDIA創始人兼首席執行官黃仁森表示:“下一次工業革命已經開始——各公司和國家正在與NVIDIA合作,將價值數萬億美元的傳統數據中心轉向加速計算,並建造一種新型的數據中心——人工智能工廠,以生產一種新商品:人工智能。”“人工智能將爲幾乎所有行業帶來顯著的生產力提高,幫助公司提高成本和能效,同時擴大收入機會。

“Our data center growth was fueled by strong and accelerating demand for generative AI training and inference on the Hopper platform. Beyond cloud service providers, generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets.

“Hopper平台上對生成式人工智能訓練和推理的強勁且不斷增長的需求推動了我們的數據中心增長。除了雲服務提供商之外,生成式人工智能已擴展到消費互聯網公司以及企業、主權人工智能、汽車和醫療保健客戶,創造了多個價值數十億美元的垂直市場。

“We are poised for our next wave of growth. The Blackwell platform is in full production and forms the foundation for trillion-parameter-scale generative AI. Spectrum-X opens a brand-new market for us to bring large-scale AI to Ethernet-only data centers. And NVIDIA NIM is our new software offering that delivers enterprise-grade, optimized generative AI to run on CUDA everywhere — from the cloud to on-prem data centers and RTX AI PCs — through our expansive network of ecosystem partners.”

“我們已經爲下一波增長做好了準備。Blackwell平台已全面投入生產,爲萬億參數規模的生成式人工智能奠定了基礎。Spectrum-X 爲我們將大規模人工智能引入僅限以太網的數據中心開闢了一個全新的市場。NVIDIA NIM 是我們的新軟件產品,通過我們龐大的生態系統合作伙伴網絡,提供企業級、經過優化的生成式人工智能,使其在雲端到本地數據中心和 RTX AI PC 等任何地方的 CUDA 上運行。”

NVIDIA’s outlook for the second quarter of fiscal 2025

NVIDIA 對 2025 財年第二季度的展望

•Revenue is expected to be $28.0 billion, plus or minus 2%.

•收入預計爲280億美元,正負2%。

•GAAP and non-GAAP gross margins are expected to be 74.8% and 75.5%, respectively, plus or minus 50 basis points. For the full year, gross margins are expected to be in the mid-70% range.

•GAAP和非GAAP毛利率預計分別爲74.8%和75.5%,正負50個點子。全年毛利率預計將在-70%左右。

•GAAP and non-GAAP operating expenses are expected to be approximately $4.0 billion and $2.8 billion, respectively. Full-year operating expenses are expected to grow in the low-40% range.

•GAAP和非GAAP運營支出預計分別約爲40億美元和28億美元。全年運營支出預計將在-40%的低範圍內增長。

•GAAP and non-GAAP other income and expense are expected to be an income of approximately $300 million, excluding gains and losses from non-affiliated investments.

•GAAP和非GAAP其他收入和支出預計爲約3億美元的收入,其中不包括非關聯投資的損益。

•GAAP and non-GAAP tax rates are expected to be 17%, plus or minus 1%, excluding any discrete items.

•GAAP和非GAAP稅率預計爲17%,正負1%,不包括任何離散項目。

Business Segment Highlights

業務板塊亮點

114m.pngData Center

數據中心

•First-quarter revenue was a record $22.6 billion, up 23% from the previous quarter and up 427% from a year ago.

•第一季度收入達到創紀錄的226億美元,比上一季度增長23%,比去年同期增長427%。

•Unveiled the NVIDIA Blackwell platform to fuel a new era of AI computing at trillion-parameter scale and the Blackwell-powered DGX SuperPOD™️ for generative AI supercomputing.

•推出了NVIDIA Blackwell平台,以推動萬億參數規模的人工智能計算新時代,並推出了基於布萊克威爾的用於生成式人工智能超級計算的DGX SuperPod ™️。

•Announced NVIDIA Quantum and NVIDIA Spectrum™️ X800 series switches for InfiniBand and Ethernet, respectively, optimized for trillion-parameter GPU computing and AI infrastructure.

•發佈了分別用於InfiniBand和以太網的NVIDIA Quantum和NVIDIA Spectrum ™️ X800系列交換機,針對萬億參數的GPU計算和人工智能基礎設施進行了優化。

•Launched NVIDIA AI Enterprise 5.0 with NVIDIA NIM inference microservices to speed enterprise app development.

•推出了帶有 NVIDIA NIM 推理微服務的 NVIDIA AI Enterprise 5.0,以加快企業應用程序的開發。

•Announced TSMC and Synopsys are going into production with NVIDIA cuLitho to accelerate computational lithography, the semiconductor manufacturing industry’s most compute-intensive workload.

•宣佈台積電和新思科技將與NVIDIA CuLitHo一起投入生產,以加速計算光刻,這是半導體制造行業計算密集度最高的工作負載。

•Announced that nine new supercomputers worldwide are using Grace Hopper Superchips to ignite new era of AI supercomputing.

•宣佈全球有九臺新的超級計算機正在使用Grace Hopper超級芯片來點燃人工智能超級計算的新時代。

•Unveiled that Grace Hopper Superchips power the top three machines on the Green500 list of the world’s most energy-efficient supercomputers.

•宣佈Grace Hopper超級芯片爲Green500全球最節能超級計算機名單上的前三臺機器提供動力。

•Expanded collaborations with AWS, Google Cloud, Microsoft and Oracle to advance generative AI innovation.

•擴大了與AWS、谷歌雲、微軟和甲骨文的合作,以推進生成式人工智能創新。

•Worked with Johnson & Johnson MedTech to bring AI capabilities to support surgery.

•與強生醫療科技合作,引入人工智能功能來支持手術。

114m.pngGaming and AI PC

遊戲和人工智能 PC

•First-quarter Gaming revenue was $2.6 billion, down 8% from the previous quarter and up 18% from a year ago.

•第一季度遊戲收入爲26億美元,比上一季度下降8%,比去年同期增長18%。

•Introduced new AI gaming technologies at GDC for NVIDIA ACE and Neural Graphics.

•在GDC上爲NVIDIA ACE和神經圖形引入了新的人工智能遊戲技術。

•Unveiled new AI performance optimizations and integrations for Windows to deliver maximum performance on NVIDIA GeForce RTX AI PCs and workstations.

•推出了新的Windows人工智能性能優化和集成,以在NVIDIA GeForce RTX AI PC和工作站上提供最佳性能。

•Announced more blockbuster games that will incorporate RTX technology, including Star Wars Outlaws and Black Myth Wukong.

•宣佈了更多采用RTX技術的重磅遊戲,包括《星球大戰亡命之徒》和《黑色神話悟空》。

•Added support for new models, including Google’s Gemma, for ChatRTX, which brings chatbot capabilities to RTX-powered Windows PCs and workstations.

•增加了對新機型(包括谷歌的Gemma)對ChatRTX的支持,ChatRTX爲基於RTX的Windows電腦和工作站帶來了聊天機器人功能。

114m.pngProfessional Visualization

專業可視化

•First-quarter revenue was $427 million, down 8% from the previous quarter and up 45% from a year ago.

•第一季度收入爲4.27億美元,比上一季度下降8%,比去年同期增長45%。

•Introduced NVIDIA RTX™️ 500 and 1000 professional Ada generation laptop GPUs for AI-enhanced workflows.

•推出了 NVIDIA RTX ™️ 500 和 1000 代 Ada 一代專業筆記本電腦 GPU,用於增強人工智能的工作流程。

•Unveiled NVIDIA RTX A400 and A1000 GPUs for desktop workstations, based on the NVIDIA Ampere architecture, to bring AI to design and productivity workflows.

•推出基於NVIDIA Ampere架構的適用於臺式機工作站的NVIDIA RTX A400和 A1000 GPU,將人工智能引入設計和生產力工作流程。

•Introduced NVIDIA Omniverse™️ Cloud APIs to power industrial digital twin software tools, including an expanded Siemens partnership, and a new framework for the Apple Vision Pro.

•推出了NVIDIA Omniverse ™️ Cloud API,爲工業數字雙胞胎軟件工具提供支持,包括擴大西門子合作伙伴關係,以及蘋果Vision Pro的新框架。

•Announced the adoption of the new Earth-2 cloud APIs by The Weather Company and the Central Weather Administration of Taiwan for high-resolution global climate simulations.

•宣佈氣象公司和臺灣中央氣象局採用新的Earth-2雲API,用於高分辨率的全球氣候模擬。

114m.pngAutomotive and Robotics

汽車和機器人

•First-quarter Automotive revenue was $329 million, up 17% from the previous quarter and up 11% from a year ago.

•第一季度汽車收入爲3.29億美元,比上一季度增長17%,比去年同期增長11%。

•Announced BYD, XPENG, GAC’s AION Hyper, Nuro and others have chosen the next-generation NVIDIA DRIVE Thor™️ platform, which now features Blackwell GPU architecture, to power their next-generation consumer and commercial electric vehicle fleets.

•宣佈比亞迪、小鵬、廣汽集團的AION Hyper、Nuro等公司已選擇下一代NVIDIA DRIVE Thor ™️ 平台來爲其下一代消費類和商用電動汽車車隊提供動力,該平台現在採用布萊克韋爾GPU架構。

•Revealed U.S. and China electric vehicle makers Lucid and IM Motors are using the NVIDIA DRIVE Orin™️ platform for vehicle models targeting the European market.

•透露,美國和中國電動汽車製造商Lucid和IM Motors正在使用NVIDIA DRIVE Orin ™️ 平台生產針對歐洲市場的車型。

•Announced an array of partners are using NVIDIA generative AI technologies to transform in-vehicle experiences.

•宣佈一系列合作伙伴正在使用NVIDIA生成式人工智能技術來改變車載體驗。

•Introduced the Project GR00T foundation model for humanoid robots and major Isaac robotics platform updates.

•引入了 GR00T 項目人形機器人的基礎模型和艾薩克機器人平台的主要更新。

譯文內容由第三人軟體翻譯。


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