英伟达季报图解：营收681亿美元同比增73% 黄仁勋称代理式AI拐点到来

雷递智驾02-26

雷递网雷建平 2月26日英伟达 (NASDAQ: NVDA) 今日发布截至2026年1月25日的季度财报。财报显示，截至2026年1月25日的年度，英伟达营收为2159.38亿美元，较上年同期的1305亿美元增长65%；毛利为1534.63亿美元，上年同期的毛利为978.58亿美元。截至2026年1月25日的年度，英伟达运营利润为1303.87亿美元，较上年同期的运营利润814.53亿美元增长...

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Huang Renxun said the inflection point of proxy-based AI has arrived","themeId":"f3a9a00fee484f557e9d66aadbca9109","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"NVD2.UK":0.6,"NVII":0.6,"NVDG":0.6,"NVDQ":0.6,"DIPS":0.6,"NVDY":0.6,"NVDW":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDB":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDA":1.98,"ANV":0.6,"NVIW.SI":0.6},"content_text":"雷递网 雷建平 2月26日英伟达 (NASDAQ: NVDA) 今日发布截至2026年1月25日的季度财报。财报显示，截至2026年1月25日的年度，英伟达营收为2159.38亿美元，较上年同期的1305亿美元增长65%；毛利为1534.63亿美元，上年同期的毛利为978.58亿美元。截至2026年1月25日的年度，英伟达运营利润为1303.87亿美元，较上年同期的运营利润814.53亿美元增长60%；净利为1200.67亿美元，较上年同期的净利728.8亿美元增长65%。“计算需求呈指数级增长——代理式人工智能拐点已经到来。NVLink的Grace Blackwell是当今推理之王——将每个令牌的成本降低了数量级——而Vera Rubin将进一步扩大这一地位。”英伟达创始人兼CEO黄仁勋表示。“企业采用代理技术的数量正在激增。我们的客户正争先恐后地投资于人工智能计算——这是推动人工智能工业革命及其未来增长的工厂。”在2026财年，英伟达以股票回购和现金分红的形式向股东返还了411亿美元。截至第四季度末，该公司的股票回购授权额度仍有585亿美元未使用。英伟达将于2026年4月1日向2026年3月11日在册的所有股东支付下一季度每股0.01美元的现金股息。英伟达Q4营收681亿美元 同比增长73%截至2026年1月25日的季度，英伟达营收为681.27亿美元，较上年同期的393.31亿美元增长73%，较上一季度的570亿美元增长20%。英伟达Q4来自Data Center收入达623亿美元截至2026年1月25日的季度，英伟达来自Data Center的收入达到623亿美元，较上年同期增长75%；全年来自Data Center的收入达到1937亿美元，同比增长68%。今年的大部分扩建将继续来自亚马逊（AMZN）、谷歌（GOOG, GOOGL）、Meta（META）和微软（MSFT）等超大规模企业，这些企业计划仅在2026年就在人工智能资本支出上总共投入6500亿美元。英伟达宣布与Meta建立为期多年、跨越多代产品的战略合作伙伴关系，合作范围涵盖本地部署、云和人工智能基础设施，包括大规模部署NVIDIA中央处理器（CPU）、网络设备以及数百万个NVIDIA Blackwell和Rubin图形处理器（GPU）。英伟达宣布与Anthropic建立投资和深度技术合作伙伴关系，Anthropic将在微软Azure上扩展其Claude模型，该模型由NVIDIA系统提供支持。英伟达加强与CoreWeave的合作，以加速在2030年前建成超过5吉瓦的人工智能工厂。截至2026年1月25日的季度，英伟达来自Gaming and AI PC收入为37亿美元，同比增长47%，这得益于Blackwell的需求。然而，由于在旺季假日需求强劲后，渠道库存自然减少，该季度收入较上一季度下降了13%。截至2026年1月25日的季度，英伟达来自Professional Visualization（专业可视化）收入为13亿美元，较上一季度增长74%，较上年同期增长159%。全年营收增长70%，达到32亿美元。截至2026年1月25日的季度，英伟达来自Automotive and Robotics（汽车与机器人技术）收入为6亿美元，同比增长6%，全年来自Automotive and Robotics收入为23亿美元，同比增长39%。英伟达Q4成本170亿美元 同比增61%截至2026年1月25日的季度，英伟达成本为170亿美元，较上年同期的106亿美元增长61%。英伟达Q4毛利510.93亿美元 毛利率75%截至2026年1月25日的季度，英伟达毛利510.93亿美元，毛利率为75%。英伟达Q4费用67.9亿美元，同比增长45%截至2026年1月25日的季度，英伟达费用67.94亿美元，同比增长45%。其中，截至2026年1月25日的季度，英伟达研发开支为55.12亿美元，来自销售、管理的开支为12.82亿美元。英伟达Q4运营利润443亿美元 运营利润率65%截至2026年1月25日的季度，英伟达运营利润为443亿美元，运营利润率为65%。截至2026年1月25日的季度，英伟达Non-GAAP下运营利润为461亿美元，较上年同期的255亿美元增长81%。英伟达Q4净利429.6亿美元 同比增94%截至2026年1月25日的季度，英伟达净利为429.6亿美元，较上年同期的221亿美元增长94%。截至2026年1月25日的季度，英伟达Non-GAAP下净利为395.52亿美元，较上年同期的220.66亿美元增长79%。截至2026年1月25日的季度，英伟达经营活动产生的净现金为361.9亿美元。截至2026年1月25日的季度，英伟达持有的现金及现金等价物为106.05亿美元。预计Q1营收780亿美元 上下浮动2%自2027财年第一季度起，英伟达（NVIDIA）将在非美国通用会计准则（GAAP）财务指标中纳入基于股票的薪酬费用。基于股票的薪酬是英伟达薪酬计划的基本组成部分，旨在吸引和留住世界级人才。英伟达预计2027财年第一季度营收将达到780亿美元，上下浮动2%。英伟达（NVIDIA）在其展望中并未假设来自中国的数据中心计算营收。英伟达预计美国通用会计准则（GAAP）和非美国通用会计准则（非GAAP）的毛利率将分别为74.9%和75.0%，上下浮动50个基点，其中包括股票薪酬费用0.1%的影响。英伟达预计美国通用会计准则（GAAP）和非美国通用会计准则（non-GAAP）营业费用将分别约为77亿美元和75亿美元，其中包括19亿美元的基于股票的补偿费用。截至今日收盘，英伟达股价为195.56美元，市值为4.75万亿美元，不过，当前市场对人工智能（AI）领域重大投资能否获得回报的担忧日益加剧。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease,dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2614046453","isCrawlerRequest":true}