- Rekhoda ingeniso ye-57.006 yeebhiliyoni zeedola, + 62,5% unyaka nonyaka
- Amaziko eenkcukacha anikela ngeebhiliyoni ezingama-51.200 kwaye athatha phantse i-90% yengeniso
- Isikhokelo kwikota elandelayo: $65.000 billion (+/- 2%)
- Oovimba bemali eyomeleleyo (iibhiliyoni ezingama-60.600) kunye nezabelo ezithengiweyo ezingama-37.000 eebhiliyoni
UNvidia ubonise ezinye iiakhawunti ephinda idlule isivumelwano semarike, nge ingeniso ye-57.006 yeebhiliyoni zeedola kwikota yayo yesithathu yezemali (Agasti-Oktobha), leyo Oku kubonisa ukukhula konyaka nonyaka nge-62,5% kunye nokunyuka kwama-22% xa kuthelekiswa nekota edlulileyo..
Amandla okuqhuba emva koku tsiba ibe lishishini le amaziko edatha, anikele ngeebhiliyoni zeerandi ezingama-51.200 kwaye aphawulwe ngokuphakamileyo, ngelixa inkampani Ilindele ukuthengisa malunga ne-65.000 yeebhiliyoni zeedola kwikota yangoku. (+/- 2%) enkosi kwimfuno yokuba, ngokutsho kwabaphathi, Iyaqhubeka nokukhawuleza kuqeqesho kunye nokuthelekelela.
Rekhoda ingeniso kunye nokuhanjiswa kwecandelo
Ukongeza kokubetha izibikezelo zabahlalutyi, inkampani yetekhnoloji iye yaxela oko Umvuzo ngesabelo ngasinye ume kwi-1,30 yeedola, ngaphezulu kwemvumelwano, kunye nokuba ishishini le-AI liyaqhubeka nokukhokela ikota yokusebenza kwemali emva kwekota.
Kucazululo lwecandelo eliphambili, iingeniso ezivela Ukubala kumaziko edatha kufikelele kwi-43.000 yeebhiliyoni (+ 56% ngonyaka-ngonyaka), ngelixa Uthungelwano longeze i-8.200 yeebhiliyoni (+ 162%), eqhutywa yi-NVLink compute ilaphu kunye nokwamkelwa kwiinkqubo ze-GB200/GB300 ze ukusasazwa kwe-AI enkulu.
Ngaphaya kwelifu, indawo ye Imidlalo yemidlalo ikhule nge-30% unyaka nonyaka y Yehle nge-1% xa kuthelekiswa nekota edlulileyo ngenxa yokuqheleka koluhlu lwempahla phambi kwexesha leKrisimesi, ukugcina imfuno ezinzileyo yoyilo lweBlackwell.
Icandelo le Ukubonwa kobuNgcali kuqhubele phambili ngama-56% unyaka nonyaka (+ 26% ngekota) kulandela ukuqaliswa kwe-DGX Spark kunye namandla kaBlackwell, ngelixa Iimoto Inyuke ngama-32% unyaka nonyaka (+1% ngekota) ngenxa yokwamkelwa kwamaqonga ayo okuqhuba ngokuzimeleyo.
Ingeniso kunye nesikhokelo somda kwikota elandelayo
Kwikota yesine yezemali, inkampani ilindele ingeniso yeebhiliyoni ezingama-65.000 zeerandikunye noluhlu oluhlukeneyo lwe-2%. Ngokubhekiselele kwimida, iprojekthi i 74,8% GAAP gross (75,0% engeyiyo i-GAAP), ebonisa umxube okhulayo weenkqubo zeBlackwell kunye nokuphuculwa kweendleko ezinxulumeneyo.
Ngaphambili kwenkcitho, uNvidia ulindele I-GAAP opex emalunga ne-6.700 yeebhiliyoni kwaye hayi i-GAAP ye-5.000 yeebhiliyoni, kunye neminye ingeniso kunye neendleko ezimalunga ne-500 yezigidi (ngaphandle kweziphumo kwizibambiso ezingadweliswanga), kunye izinga lerhafu kuqikelelwa i-17% (+/- 1%).
Imali, ukuhamba kwemali kunye nembuyiselo kubanini zabelo
Isikhundla semali yokuhlawula amatyala siqhubekile nokomeleza: inkampani ivale ikota nge I-60.600 yeebhiliyoni zemali kunye nezinto ezilingana nayo, ukusuka kuma-38.500 eebhiliyoni kunyaka ophelileyo, exhaswa yi-a ukuhamba kwemali ezizigidi ezili-23.800.
Kwiinyanga ezilithoba zokuqala zonyaka-mali, UNvidia ubuyisele i-37.000 yeebhiliyoni zeedola kubanini-zabelo ngokuthengwa kunye nezabelokwaye ugcina a isigunyaziso sokuthenga kwakhona kwi-62.200 yeebhiliyoniUkongeza, ibhengeze isahlulo semali sekota se $0,01 ngesabelo ngasinye kunye nentlawulo ecwangciselwe uDisemba 26, 2025.
Izinto eziqhuba kunye nemeko yengeniso
Imfuno yeqonga UBlackwell "uphezu kwenyanga"Ngokutsho kwabaphathi, inkampani inencwadi yoku-odola ethi, njengoko uJensen Huang ebhengeze, iphelele emhlabeni $500.000 billion ngo 2025-2026kubandakanywa ne-chip ye-Rubin ezayo, ukusabalalisa umthamo wayo kuya kuqala kunyaka ozayo.
Ngeli xesha, izithintelo zorhwebo zithintela igalelo laseTshayina: inkampani ibonise ukuba Ayivelisi ngeniso ebalulekileyo kwiZiko leDatha kwelo lizwe kwaye, ngaphandle kwale mida, ikota ibinokufikelela kwitotali 5.000 yezigidi ezongezelelweyoUkuthengiswa kwe-chip ye-H20, eyenzelwe loo marike, yayi ayibalulekanga kwixesha.
Ukugcina unikezelo, inkampani yongezelele izibophelelo zokubonelela ukuya kuthi ga kwi-50.300 yeebhiliyoni kwaye inyuse uluhlu lwempahla ukuya kwi-19.800 yezigidigidi, ngelixa izivumelwano Ukugcinwa kwamafu iminyaka emininzi kuphindwe kabini ngokubanzi ukuya kwi-26.000 yeebhiliyoni, ixhasa imephu yendlela yeemveliso kunye neenkonzo ezifana ne-DGX Cloud.
Ukufunda eYurophu kunye nokusabela kwimarike
Ngokwemiqathango yaseYurophu, i-57.006 yeebhiliyoni zeedola exeliweyo ilingana noqikelelo Izigidi ezingama-49.187 zeerandi kwireyithi yotshintshiselwano exeliweyo, kunye ne-51.200 yeebhiliyoni zeedola kumaziko edatha ajikeleze Izigidi ezingama-44.177 zeerandi, ebonisa ukubaluleka kweshishini le-AI kubathengi abakummandla ngokunjalo.
Phakathi kweenkampani ezinobukho eSpain, i-XTB ichaze iziphumo njenge Ukuqinisekiswa komjikelo wotyalo-mali we-AI kunye ne-catalyst yeteknoloji, ngelixa uhlalutya oluzimeleyo lugxininise kwinto yokuba Ukutsalwa kweZiko leDatha Gcina isantya sengeniso njengoko uluhlu lwempahla luqhelekile kweminye imigca.
Kwi-stock exchange, isabelo Ivale ngokunyuka malunga ne-2,85%. kwaye ihambele phambili malunga ne-4% kurhwebo lwasemva kweeyure ezilandela ukukhutshwa kweziphumo kunye nesikhokelo, kwimeko apho abanye abatyali-mali bebuza imibuzo uzinzo lokukhula emva kovavanyo olomeleleyo lweminyaka yakutshanje.
Ngamanani engeniso yokuphula irekhodi, icandelo ledatha yedatha elisondelayo ezisithoba kwishumi ngalinye leedola ezifunyenweyo kunye nesikhokelo esijonge ukuqhubeka nokuseta iirekhodi ezintsha, I-Nvidia igcina umnwe wayo kwi-pulse ye-AI yemarike; ukuguquka kwemida, ukuphunyezwa konikezelo kunye ne izivumelwano zefu zexesha elide Oku kuya kuba ngundoqo ekuqinisekiseni ukuba ukonyuswa kwengeniso kuguqula ukukhula okuzinzileyo.
Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.
Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.