英伟达2026财报

朋研笔记02-28

本文不构成任何投资建议！一、营收利润依然高速增长2026财年，英伟达实现营收2159.38亿美元，同比增长65%；净利润1200.67亿美元，同比增长65%；稀释后每股收益4.90美元，同比增长67%，整体盈利能力保持强劲。毛利率虽同比下降3.9个百分点至71.1%，主要受业务模式从Hopper HGX系统向Blackwell全规模数据中心解决方案转型，以及H20产品excess ...

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inventory相关的45亿美元费用影响，但仍维持行业高位水平。二、业务板块分化，AI驱动核心增长1.数据中心板块：年营收1934.79亿美元，同比增长67%，占总营收的89.6%，其中数据中心计算业务增长59%，核心驱动力是Blackwell计算平台的强劲需求，该架构在生成式AI、大模型训练与推理等场景中占据主导地位；数据中心网络业务增长142%，受益于NVLink计算架构（适配GB200/GB300系统）以及以太网和InfiniBand平台的规模扩张；汽车业务增长39%，主要源于自动驾驶平台的持续落地，DRIVE Hyperion全栈解决方案获得全球数百个汽车生态伙伴的认可。2.游戏GPU相关板块：营收224.59亿美元，同比增长57%，占总营收的10.4%。增长主要来自Blackwell架构赋能的GeForce RTX系列游戏GPU，以及专业可视化领域的需求提升（专业可视化业务同比增长70%）。二、关键产品与技术进展1.Blackwell架构规模化落地：2025财年推出的Blackwell架构在2026财年实现全面放量，涵盖GPU、CPU、DPU、互连设备等全产品线，支持数百thousands个GPU互连形成巨型计算机，满足万亿参数模型的实时推理与训练需求；Blackwell Ultra平台针对智能体、推理型AI优化，令牌吞吐量显著提升，成本大幅降低。2.Rubin平台即将量产：2026财年发布的Rubin平台专为智能体AI和推理场景设计，擅长多步骤问题解决与长上下文工作负载，预计2027财年下半年量产，有望实现单位令牌成本较Blackwell降低10倍。3.软件生态持续完善：全球超750万开发者使用CUDA及其他软件工具，公司通过Deep Learning Institute提供AI培训，并与数百所大学、数万家初创企业（通过Inception计划）合作，构建了难以复制的生态壁垒。三、关于增长可持续性Q:今年顶级云客户的云资本支出接近7000亿美元，许多投资者担心明年很难继续保持这一增长水平，而且对于部分客户来说，他们产生现金流的能力正在受到压缩。如果客户的资本支出不再增长，英伟达能否继续找到增长动力？A:我对他们现金流的增长充满信心，原因很简单。我们现在已经看到了智能体AI（Agentic AI）的演进，以及智能体在全球各地企业中的实用价值。因此，你会看到市场对计算产生了令人难以置信的需求。在这个人工智能的新世界里，算力就等于收入。没有算力，就没有办法生成Token；没有Token，就没有办法增加收入。现在在云服务提供商的工具平台之上开发智能体系统的企业和独立软件开发商（ISV）数量激增，我确信我们正处于一个关键拐点。我们正在产生具有盈利能力的Token，这些Token对客户来说是高效的，对云服务提供商来说也是有利可图的.简单的逻辑是，计算的本质已经改变。过去是在计算机上运行传统软件，每年有3000亿或4000亿美元的资本支出；现在已经进入了人工智能时代，为了生成Token，你需要庞大的计算能力，这意味着数据中心的扩建将直接拉动他们的收入增长.让我先从未来的收入节奏谈起。当你放眼全年时，我们绝对会继续大规模交付Blackwell架构，同时也会看到Vera Rubin架构进入市场。Vera Rubin是一个非常优秀的架构，目前已经为不同客户的众多订单进行了规划。虽然现在确定Rubin在下半年的具体爬坡斜率还为时过早，但市场对其兴趣极其浓厚、需求极其旺盛。我们预计几乎所有数据中心客户都会采购Vera Rubin，目前的问题只是我们进入市场以及客户在数据中心完成测试的速度。关于游戏业务，尽管我们希望能有更多产能，但未来几个季度的显存供应确实会非常紧张。如果到今年年底供应链情况有所改善，那么就有机会实现同比增长，我们会持续跟进并向市场反馈..维持我们毛利率最核心的杠杆，实际上是持续为客户提供代际性能飞跃。如果我们可以提供显著超越摩尔定律的每瓦性能，我们就能维持高毛利率。这是最简单也是最重要的概念。我们之所以能保持如此快的迭代速度，是因为全球对代币（Token）的需求正在呈指数级爆发。云端运行了六年的旧GPU都已经完全耗尽，算力价格正在上涨。现代软件开发所需的计算量正在疯狂增长。因此，我们的策略是每年交付一个完整的全新人工智能基础设施。今年我们推出了六款新芯片，接下来的Rubin时代也将推出众多新芯片。在每一代产品中，我们都致力于在每瓦性能和性价比方面提供断层式的领先。我们进行极端协同设计的能力，使我们能够持续为客户提供巨大的价值，这也是我们维持利润率的根本保证。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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; 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