英伟达上财季营收增超八成，黄仁勋：下一代芯片开局强劲，供应依然紧张

澎湃新闻05-21 07:53

AI（人工智能）芯片龙头英伟达在上财季延续了营收和净利润的显著增速。　　当地时间5月20日美股盘后，英伟达（Nasdaq：NVDA）发布了截至4月26日的2027财年第一财季财报，期内实现营收816.15亿美元，同比增长85%，高于市场预期的789亿美元；美国通用会计准则（GAAP）下净利润583.21亿美元，同比大增211%；Non-GAAP下每股摊薄收益为1.87美元，同比大增长140%，超出...

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AI，又称AI智能体）已经到来，它能从事生产性工作，创造真实价值，并在企业和行业中快速普及。英伟达在这场变革中处于独特的中心位置，因为我们是唯一一个能够在所有云平台上运行、支持所有前沿及开源模型、并在从超大规模数据中心到边缘计算的每一个AI生成场景中实现扩展的平台。”　　英伟达上财季业绩概要。来源：财报　　在第一财季，英伟达已通过股票回购和现金分红的方式向股东返还了达到创纪录水平的200亿美元。截至第一财季末，公司的股票回购授权仍剩余385亿美元可用额度。5月18日，公司董事会批准了800亿美元的额外无限期股票回购授权。英伟达将于2026年6月26日向2026年6月4日登记在册的所有股东支付每股0.25美元的季度分红。　　算上第一财季，过去15个季度，英伟达都交出了超出市场预期的成绩单。不过，财报越亮眼，市场的期待也越高。20日当天，英伟达（Nasdaq：NVDA）股价涨1.30%收于每股223.47美元，总市值5.43万亿美元。财报发布后，英伟达盘后股价出现震荡，一度走高后下跌约3%，随后跌幅收窄。　　数据中心业务营收大增92%，今年CPU总收入有望达到200亿美元　　英伟达一直在向AI行业内的公司投入巨资。公司在20日当天提交的一份文件显示，第一财季，其向私营公司和基础设施基金投资了186亿美元。英伟达写道，部分投资“覆盖会直接或通过云服务使用我们产品的AI模型制造商”。　　在财报电话会上，英伟达首席财务官科莱特·克雷斯（Colette Kress）表示，随着AI工厂的建设正在加速推进，英伟达的基础设施价值也在不断攀升。今年以来，H100芯片的租赁价格已上涨20%，而A100芯片的云端定价涨幅接近15%。她指出，在公司GPU的折旧年限外，客户依然能产生盈利性收入。　　分业务来看，英伟达最受关注的数据中心业务成绩又一次创下历史新高，贡献了占总营收92%的销售额。英伟达第一财季数据中心业务营收为752亿美元，与上年同期相比增长92%，环比增长21%，高于市场预期的731亿美元。　　据克雷斯介绍，来自超大规模数据中心运营商的收入占英伟达数据中心总收入的一半以上，达到380亿美元，环比增长12%。数据中心收入的其余部分（370亿美元）与AI云、工业及企业市场业务相关，报告期间，AI云业务收入同比增长超过三倍。目前，英伟达已在超过80座功率超10兆瓦的数据中心实现“AI算力快速扩容”。　　黄仁勋在财报电话会上表示，将从2027财年下半年开始出货的下一代AI计算平台Vera Rubin的开局态势十分强劲，预计其“将比Grace Blackwell更成功”，且该产品在其生命周期内都会供应紧张。他补充称，主要原因是随着前沿模型公司数量增加，“公司在推理领域的份额正在非常、非常迅速地增长”。例如，Anthropic是公司在今年获得的一个关键新客户。　　迄今为止，英伟达都在凭借其GPU引领AI热潮。但随着AI智能体改变计算需求，一度沉寂的CPU市场如今正在迎来强劲复苏，该赛道主要由英伟达的竞争对手英特尔和AMD（超威半导体）主导。　　克雷斯表示，英伟达的目标是成为“全球领先CPU供应商”，该公司新款Vera CPU将为公司“创造一项价值高达2000亿美元的新业务”，“每一家超大规模数据中心和系统制造商都在与我们合作推进部署”。她预计，公司今年CPU总收入将达到200亿美元。　　业务统计方式发生显著变化，黄仁勋：AI是公司整体业务的纽带　　此外，关于公司在定制AI芯片领域的布局，黄仁勋表示，英伟达以200亿美元收购Groq公司后推出的定制AI芯片“在一段时间内将是一款小众产品”。　　今年3月，英伟达推出新的定制芯片Groq 3 LPU，预计其将于第三季度出货，还有装载该芯片的数据中心机架LPX。黄仁勋解释道，LPX是“为低延迟和高token（字元）生成速度而设计的，但其吞吐量很低”，用例并不广泛。　　值得注意的是，从本财季起，英伟达对其业务的分类方式出现显著变化，将原本分开计算的游戏与AI PC（个人电脑）业务、专业可视化业务和汽车与机器人业务统一放入边缘计算（Edge Computing）部门进行计算。报告期间，该部门收入为64亿美元，同比增长29%，环比增长10%。　　对于在业绩统计上的变化，黄仁勋解释称，目的是希望让市场更好地了解公司的业务。他指出，AI是公司整体业务的纽带，但部分公司客户所采用的技术方法与其他公司截然不同，因此，这样的分类是“了解我们业务的最简单方法”。　　Factset的数据显示，财报发布前，69名分析师中有63名给予英伟达“买入”或“跑赢大盘”评级，其余5人则给予“持有”评级，还有一人给予“卖出”评级。分析师们给英伟达的平均目标价为276.11美元。　　对于这份财报，美国深水资产管理公司（Deepwater Asset Management）的分析师Gene 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