- Qopha imali engenayo yezigidigidi ezingama-57.006, +62,5% unyaka nonyaka
- Izikhungo zedatha zifaka izigidigidi ezingama-51.200 futhi zenza cishe u-90% wemali engenayo
- Isiqondiso sekota elandelayo: $65.000 billion (+/- 2%)
- Izimali ezigciniwe ezinamandla (amabhiliyoni angama-60.600) kanye nokuthengwa kwesabelo sezigidigidi ezingama-37.000
U-Nvidia wethule ama-akhawunti athile ephinde yeqa ukuvumelana kwemakethe, nge imali engenayo eyizigidi eziyizinkulungwane ezingama-57.006 engxenyeni yayo yesithathu yezimali (August-October), okuyinto Lokhu kufanekisa ukukhula konyaka nonyaka ngama-62,5% kanye nokukhula ngama-22% uma kuqhathaniswa nekota edlule..
Isizathu salokhu kugxuma kube yibhizinisi le izikhungo zedatha, ezinikele ngamaRandi ayizigidi eziyizinkulungwane ezingama-51.200 futhi zaphawula ukuthi ziphakeme kunaso sonke isikhathi, ngenkathi inkampani Ilindele ukuthengiswa cishe kwezigidigidi ezingama- $ 65.000 kwikota yamanje. (+/- 2%) sibonga isidingo sokuthi, ngokusho kwabaphathi, Iyaqhubeka nokusheshisa ekuqeqesheni nasekuqondeni.
Qopha imali engenayo kanye nokusabalalisa kwengxenye
Ngaphandle kokushaya izibikezelo zabahlaziyi, inkampani yezobuchwepheshe ibike lokho Inzuzo ngesabelo ngasinye ifike ku-$1,30, ngaphezu kokuvumelana, nokuthi ibhizinisi le-AI liyaqhubeka nokuhola ikota yokusebenza kwezezimali ngemva kwekota.
Ekuhlukaniseni ingxenye enkulu, imali engenayo evela Ukwenza ikhompuyutha ezikhungweni zedatha kufinyelele ku-43.000 billion (+56% unyaka nonyaka), ngenkathi Amanethiwekhi angeze izigidigidi eziyi-8.200 (+162%), eqhutshwa i-NVLink compute fabric kanye nokwamukelwa ezinhlelweni ze-GB200/GB300 ze ukuthunyelwa kwe-AI ngezinga elikhulu.
Ngale kwefu, indawo ye Amageyimu akhule ngo-30% unyaka nonyaka y Yehle ngo-1% uma kuqhathaniswa nekota edlule ngenxa yokujwayela kokusungulwa kwempahla ngaphambi kwenkathi kaKhisimusi, ukugcina isidingo esiqhubekayo sezakhiwo zeBlackwell.
La división de Ukubonwa kochwepheshe kuthuthuke ngo-56% unyaka nonyaka (+26% njalo ngekota) kulandela ukwethulwa kwe-DGX Spark namandla e-Blackwell, ngenkathi Automoción Inyuke ngo-32% unyaka nonyaka (+1% njalo ngekota) sibonga ukwamukelwa kwezinkundla zayo zokushayela ezizimele.
Imali engenayo nesiqondiso semajini yekota elandelayo
Ngekota yesine yezimali, inkampani ilindele ingresos de 65.000 millones de dólaresngebanga elihlukile lika-2%. Ngokuphathelene namamajini, iphrojekthi a 74,8% isamba se-GAAP (75,0% okungeyona i-GAAP), okubonisa ingxube ekhulayo yezinhlelo ze-Blackwell nokuthuthukiswa kwezindleko okuhlobene.
Ngaphambili kokuchitha imali, uNvidia ulindele I-GAAP opex elinganiselwa ku-6.700 billion futhi hhayi i-GAAP yezigidigidi ezi-5.000, nenye imali engenayo kanye nezindleko ezingaba izigidi ezingu-500 (ngaphandle kwemithelela ezibambiso ezingafakwanga ohlwini), kanye izinga lentela kulinganiselwa ku-17% (+/- 1%).
Ukheshi, ukuhamba kwemali kanye nembuyiselo kumnikazi wamasheya
Isikhundla semali saqhubeka nokuqina: inkampani ivale ikota nge 60.600 wezigidigidi zemali nokunye okufanayo, isuka ezigidini eziyizinkulungwane ezingu-38.500 ngonyaka odlule, isekelwa yi-a ukusebenza kwemali eyizigidi eziyi-23.800.
Ezinyangeni eziyisishiyagalolunye zokuqala zonyaka wezimali, U-Nvidia ubuyise ama-dollar ayizigidi eziyizinkulungwane ezingama-37.000 kubanikazi bamasheya ngokuthenga kanye nezabelofuthi igcina a ukugunyazwa kokuthenga kabusha kwezigidigidi ezingama-62.200Ngaphezu kwalokho, imemezele i-dividend yemali yekota ye 0,01 dólares por acción ngenkokhelo ehlelelwe uDisemba 26, 2025.
Izinto eziqhuba kanye nezimo zeholo
Isidingo semsamo UBlackwell "uphezu kwenyanga"Ngokusho kwabaphathi, inkampani inencwadi yoku-oda, njengoba uJensen Huang ememezele, isamba cishe amabhiliyoni angama-500.000 ngo-2025-2026kuhlanganise ne-chip ye-Rubin ezayo, ukusatshalaliswa kwevolumu yayo kuzoqala ngonyaka ozayo.
Ngaleso sikhathi, imikhawulo yokuhweba ikhawulela umnikelo waseChina: inkampani ikhombisile lokho Ayikhiqizi imali enkulu esikhungweni sedatha kulelo zwe nokuthi, ngaphandle kwale mikhawulo, ikota ibingafinyelela kungqikithi 5.000 million eyengeziweUkuthengiswa kwe-H20 chip, eyenzelwe leyo makethe, kwaba ezingabalulekile esikhathini.
Ukuze iqhubekisele phambili lo mnikelo, inkampani iye yandisa ukuhlinzeka ngezibopho ezifika ku-50.300 billion futhi inyuse i-inventory yafinyelela ku-19.800 billion, kuyilapho izivumelwano Isitoreji samafu seminyaka eminingi siphindwe kabili ngobubanzi kuze kufike ku-26.000 billion, isekela umgwaqo wayo wemikhiqizo nezinsizakalo ezifana ne-DGX Cloud.
Ukufunda eYurophu kanye nokusabela kwemakethe
Ngokwemibandela yaseYurophu, isamba esibikiwe se-$57.006 silingana nokulinganiselwa Ama-euro ayizigidi ezingama-49.187 ngenani lokushintshana elibikiwe, futhi amaRandi ayizigidi eziyizinkulungwane ezingu-51.200 ezikhungweni zedatha aseduze Ama-euro ayizigidi ezingama-44.177, ekhombisa ukubaluleka kwebhizinisi le-AI kumakhasimende esifundeni futhi.
Phakathi kwezinkampani ezikhona eSpain, i-XTB ichaze imiphumela ngokuthi Ukuqinisekiswa komjikelezo wotshalomali we-AI kanye ne-catalyst yobuchwepheshe, kuyilapho ukuhlaziya okuzimele kugxile eqinisweni lokuthi Idatha Yesikhungo Sedatha Gcina ijubane lemali engenayo njengoba uhlu lwempahla luba ngokwejwayelekile kweminye imigqa.
Ku-stock exchange, isabelo Ivale ngokunyuka cishe ngo-2,85%. futhi ithuthuke cishe ngo-4% ekuhwebeni kwangemva kwamahora ambalwa kulandela ukukhishwa kwemiphumela nesiqondiso, esimweni lapho abanye abatshalizimali bebuza imibuzo ukusimama kokukhula ngemva kokubuyekezwa okuqinile kweminyaka yamuva.
Ngezibalo zemali engenayo ezephula irekhodi, ingxenye yesikhungo sedatha ezayo ayisishiyagalolunye kuwo wonke amadola ayishumi atholiwe kanye nomhlahlandlela ohlose ukuqhubeka nokusetha amarekhodi amasha, I-Nvidia igcina umunwe wayo ekushayeni kwemakethe ye-AI; ukuvela kwemajini, ukwenziwa kokuphakelwa kanye izinkontileka zamafu zesikhathi eside Lokhu kuzoba ukhiye wokuqinisekisa ukuthi ukukhushulwa kwemali engenayo kuhumusheka ekukhuleni okuqhubekayo.
Ngingumshisekeli wezobuchwepheshe oguqule izintshisekelo zakhe "ze-geek" zaba umsebenzi. Ngichithe iminyaka engaphezu kwengu-10 yempilo yami ngisebenzisa ubuchwepheshe obusezingeni eliphezulu kanye nokukitaza ngazo zonke izinhlobo zezinhlelo ngenxa yelukuluku lokufuna ukwazi. Manje sengiqeqeshelwe ubuchwepheshe be-computer nemidlalo yama-video. Lokhu kungenxa yokuthi sekuphele iminyaka engaphezu kwengu-5 ngisebenza ngokubhalela amawebhusayithi ahlukahlukene ezobuchwepheshe nemidlalo yevidiyo, ngenza izindatshana ezifuna ukukunikeza imininingwane oyidingayo ngolimi oluqondakala yiwo wonke umuntu.
Uma unemibuzo, ulwazi lwami lusukela kuyo yonke into ehlobene nesistimu yokusebenza ye-Windows kanye ne-Android yomakhalekhukhwini. Futhi ukuzibophezela kwami kuwe, ngihlala ngizimisele ukuchitha amaminithi ambalwa futhi ngikusize uxazulule noma yimiphi imibuzo ongase ube nayo kulo mhlaba we-inthanethi.