黄仁勋Q1财报电话会议：要成为全球领先CPU供应商客户正成为对手_老虎社区_美港股上老虎

黄仁勋Q1财报电话会议：要成为全球领先CPU供应商客户正成为对手

凤凰网科技05-21

黄仁勋凤凰网科技讯北京时间5月21日，AI芯片巨头英伟达今天发布了2027财年第一季度财报。随后，英伟达CEO黄仁勋(Jensen Huang)、CFO克莱特·克罗斯(Colette Kress)出席电话会议，回答分析师的提问。以下是英伟达第一财季业绩和电话会议要点：——营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的...

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Kress)出席电话会议，回答分析师的提问。以下是英伟达第一财季业绩和电话会议要点：——营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tIbrSQw1lc\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4614","symbol_name":"Manus概念股","start_time":0,"source_url":"https://tech.ifeng.com/c/8tIbrSQw1lc","article_id":"2637711508","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637711508","pubTimestamp":1779319076,"columns":[],"sourceInfo":{"source_id":"fenghuang_stock","name":"凤凰网"},"weMediaInfo":null,"summary":"黄仁勋凤凰网科技讯 北京时间5月21日，AI芯片巨头英伟达今天发布了2027财年第一季度财报。——克罗斯表示，英伟达的目标是成为“全球领先的CPU供应商”。她预计英伟达今年CPU业务的总收入将达到200亿美元。——黄仁勋称，英伟达预计其下一代机架级AI系统Vera Rubin“将比Grace Blackwell更加成功”。——黄仁勋解释称，英伟达决定调整财报结构，把业务分为数据中心和边缘计算两部分进行报告，以让投资者更好地了解公司业务。","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"BK4614":"Manus概念股","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","NVDA":"英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET 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world's leading CPU vendor customers are becoming rivals","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/01e5ac5dfa3a1c7111a6e0c3dbfafd30","symbols_score_info":{"ANV":0.6,"NVD3.UK":0.6,"NVDQ":0.6,"NVDG":0.6,"3NVD.UK":0.6,"NVDW":0.6,"NVYY":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVDS.UK":0.6,"07388":0.6,"NVDA":1.98,"DIPS":0.6,"07788":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVII":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVD":0.6,"NVDL":0.6,"NVDO":0.6,"NVDB":0.6,"NVDU":0.6},"content_text":"黄仁勋凤凰网科技讯 北京时间5月21日，AI芯片巨头英伟达今天发布了2027财年第一季度财报。随后，英伟达CEO黄仁勋(Jensen Huang)、CFO克莱特·克罗斯(Colette Kress)出席电话会议，回答分析师的提问。以下是英伟达第一财季业绩和电话会议要点：——营收达到创纪录的816.15亿美元，较上年同期的440.62亿美元增长85%；净利润为583.21亿美元，较上年同期的187.75亿美元增长211%。——英伟达追加回购800亿美元股票。——英伟达第二财季营收预计为910亿美元。——英伟达称，中东地区局势不稳尚未对其全球供应链产生重大影响，但是如果冲突升级或持续时间延长，可能会影响未来产品开发、供应链和收入，并带来商业不确定性。——CFO克罗斯称，超大规模云服务商(微软、谷歌等)贡献了超过一半的数据中心收入。——克罗斯透露， H200芯片尚未在中国创造任何收入，尚不清楚能否在中国销售这些芯片。——克罗斯表示，英伟达的目标是成为“全球领先的CPU供应商”。这一领域目前由竞争对手英特尔和AMD主导。她预计英伟达今年CPU业务的总收入将达到200亿美元。——克罗斯称，将按计划在今年下半年开始出货Rubin芯片产品。——黄仁勋称，英伟达预计其下一代机架级AI系统Vera Rubin“将比Grace Blackwell更加成功”。——黄仁勋解释称，英伟达决定调整财报结构，把业务分为数据中心和边缘计算两部分进行报告，以让投资者更好地了解公司业务。——黄仁勋表示，英伟达斥资200亿美元收购Groq技术后打造的定制AI芯片在一段时间内仍然只是“小众产品”。——英伟达在10-Q文件中承认，数据中心格局正在发生变化：其自身客户未来可能会转变为半导体竞争对手，因为这些客户正在开发针对自身需求定制的计算芯片。——截至发稿，英伟达股价在周三盘后下跌1%。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}