- Rekodha mari ye57.006 bhiriyoni, + 62,5% gore-pagore
- Nzvimbo dzedata dzinopa 51.200 bhiriyoni uye inoverengera ingangoita 90% yemari
- Nhungamiro yekota inotevera: $65.000 bhiriyoni (+/- 2%)
- Yakasimba mari inochengeterwa (60.600 bhiriyoni) uye kugovana kutenga kwe37.000 bhiriyoni
Nvidia akapa mamwe maakaundi iyo zvakare inodarika kubvumirana kwemusika, ne mari ye $57.006 bhiriyoni muchikamu chechitatu chemari (Nyamavhuvhu-Gumiguru), iyo Izvi zvinomiririra kukura kwegore negore kwe62,5% uye kuwedzera kwe22% zvichienzaniswa nekota yapfuura..
Simba rekusvetukira kumashure uku rave bhizinesi re data centers, iyo yakapa $51.200 bhiriyoni uye yakaratidza yakakwira-nguva, apo kambani Inofungidzira kutengeswa kwemadhora mabhiriyoni makumi matanhatu neshanu kwekota iripo. (+/- 2%) nekuda kwechikumbiro chekuti, maererano nemanejimendi, Inoramba ichiwedzera kukurumidza mukudzidziswa uye kufungidzira.
Rekodha mihoro uye chikamu chekugovera
Pamusoro pekurova fungidziro yevanoongorora, kambani yehunyanzvi yakashuma izvozvo Muhoro pamugove wega wega wakamira pa$1,30, pamusoro pekubvumirana, uye kuti bhizinesi reAI rinoramba richitungamira kuita kwemari chikamu mushure mekota.
Muchikamu chikuru kuparara, mari kubva Computing mu data centers yakasvika 43.000 bhiriyoni (+ 56% gore-pa-gore), nepo Networks yakawedzera 8.200 bhiriyoni (+ 162%), inofambiswa neNVLink compute jira uye kugamuchirwa paGB200/GB300 masisitimu e hukuru-hukuru AI deployments.
Kupfuura gore, nzvimbo ye Mitambo yakakura ne30% gore negore y Yakadonha ne1% zvichienzaniswa nekota yapfuura nekuda kwekugadziriswa kwezvinyorwa pamberi pemwaka weKisimusi, kuchengetedza kudiwa kwakasimba kweBlackwell architecture.
Chikamu che Professional Visualization yakakwira 56% gore-pa-gore (+ 26% kota) zvichitevera kutangwa kweDGX Spark uye kusimba kweBlackwell, uku Mota Yakawedzera ne32% gore negore (+ 1% pamwedzi) nekuda kwekutorwa kwemapuratifomu ayo ekutyaira akazvimirira.
Revenue uye margin kutungamira kwekota inotevera
Kwechikamu chechina chemari, kambani inotarisira mari inosvika mabhiriyoni makumi matanhatu nemashanu emadhorapamwe nekusiyana kwe2%. Panyaya yemiganhu, inoronga a 74,8% GAAP gross (75,0% isiri-GAAP), inoratidza musanganiswa uri kukura weBlackwell masisitimu uye inobatana nekuvandudza mutengo.
Pamberi pekushandisa, Nvidia anotarisira GAAP opex inosvika 6.700 bhiriyoni uye kwete GAAP ye5.000 bhiriyoni, nemamwe mari uye mari inosvika 500 miriyoni (kusingabatanidze mhedzisiro pazvibatiso zvisina kunyorwa), uye a mutero wemutero inofungidzirwa 17% (+/- 1%).
Cash, cash flow uye kudzoka kune shareholder
Iyo liquidity chinzvimbo yakaramba ichisimbisa: kambani yakavhara kota nayo 60.600 bhiriyoni mumari nezvimwe zvakafanana, kubva pamabhiriyoni 38.500 gore rapfuura, zvichitsigirwa nea kushanda mari inoyerera ye23.800 miriyoni.
Mumwedzi mipfumbamwe yekutanga yegore rezvemari, Nvidia akadzorera $37.000 bhiriyoni kune vagovani kuburikidza nekutenga uye migoveuye anochengetedza a mvumo yekutenga patsva ye62.200 bhiriyoniPamusoro pezvo, yakazivisa chikamu chemari chetatu che $0,01 pagove nemubhadharo wakarongerwa Zvita 26, 2025.
Zvinhu zvinotyaira uye mamiriro emari
Kudiwa kwepuratifomu Blackwell ari "pamusoro pemwedzi"Sekureva kwemanejimendi, kambani ine bhuku reodha iro, sekuziviswa kwaJensen Huang, rinokwana madhora mazana mashanu emadhora panosvika 2025-2026kusanganisira iyo inouya Rubin chip, iyo kugovera kwevhoriyamu kuchatanga gore rinouya.
Zvichakadaro, zvirambidzo zvekutengeserana zviri kudzikisira mupiro weChina: kambani yakaratidza izvozvo Haisi kuunza mari yakakosha muData Center munyika iyoyo uye kuti, pasina zvirambidzo izvi, chikamu ichi chingadai chakasvika 5.000 mamiriyoni ekuwedzeraKutengeswa kweH20 chip, yakagadzirirwa musika iwoyo, yaive isingakoshi munguva.
Kutsigira kupihwa, kambani yakawedzera yayo kupa zvipikirwa zvinosvika 50.300 bhiriyoni uye yakasimudza zvinyorwa kusvika ku19.800 bhiriyoni, nepo zvibvumirano Multi-year cloud storage yakapetwa kaviri yakafara kusvika 26.000 bhiriyoni, ichitsigira mugwagwa wayo wezvigadzirwa nemasevhisi akadai seDGX Cloud.
Kuverenga muEurope uye kuita kwemusika
Mukutaura kweEurope, iyo yakashumwa $57.006 bhiriyoni yakaenzana neinenge mabhiriyoni 49.187 emaeuro pachiyero chekuchinjana chakashumwa, uye iyo $51.200 bhiriyoni munzvimbo dzedata dziripo mabhiriyoni 44.177 emaeuro, kuratidza kukosha kwebhizinesi reAI kune vatengi mudunhu zvakare.
Pakati pemakambani ane kuvapo muSpain, XTB yakatsanangura mhedzisiro se AI Investment cycle kusimbiswa uye inokonzeresa tekinoroji, nepo yakazvimiririra inoongorora inotarisa pane izvo Data Center traction Chengetedza kumhanya kwemari sezvo zvigadzirwa zvinojairika mune mamwe mitsetse.
Pa stock exchange, mugove Yakavhara nekuwedzera kweanosvika 2,85%. uye yakakwira zvakatenderedza 4% mukutengesa-kwemaawa mushure mekuburitswa kwemhedzisiro uye kutungamira, mumamiriro ezvinhu apo vamwe vanoisa mari vari kubvunza. kuenderera mberi kwekukura mushure mekuongorora kwakasimba kwemakore achangopfuura.
Nerekodhi-kuputsa mari yemari, chikamu che data data chiri kusvika mapfumbamwe kubva pamadhora gumi oga oga anowanikwa uye gwara rine chinangwa chekuenderera mberi nekuisa zvinyorwa zvitsva, Nvidia inochengeta munwe wayo pakupomba kwemusika weAI; kushanduka kwemiganhu, kushandiswa kwekugovera uye kwenguva refu makore zvibvumirano Izvi zvichave zvakakosha pakusimbisa kuti kuwedzera kwemari kunoshandura mukukura kwakasimba.
Ini ndiri anofarira tekinoroji akashandura zvaanofarira zve "geek" kuita basa. Ndapedza makore anopfuura gumi ehupenyu hwangu ndichishandisa tekinoroji yekucheka-kumucheto uye kutamba nemhando dzese dzezvirongwa kunze kwekuda kuziva. Iye zvino ndava nyanzvi mune zvekombiyuta uye mitambo yemavhidhiyo. Izvi zvinodaro nekuti kweanopfuura makore 10 ndanga ndichishanda kunyora kune akasiyana mawebhusaiti pane tekinoroji nemitambo yemavhidhiyo, ndichigadzira zvinyorwa zvinotsvaga kukupa ruzivo rwaunoda mumutauro unonzwisisika nemunhu wese.
Kana iwe uine chero mibvunzo, ruzivo rwangu rwunobva kune zvese zvine chekuita neWindows inoshanda sisitimu pamwe ne Android yenharembozha. Uye kuzvipira kwangu kuri kwauri, ndinogara ndakagadzirira kushandisa maminetsi mashoma uye kukubatsira kugadzirisa chero mibvunzo yaungave unayo munyika ino yeinternet.