英伟达新一季财报再创新高，微美全息（WIMI.US）筑牢AI算力根基开拓百亿市场

Core Insights - Nvidia reported record revenue of 441 billion yuan for Q1 of fiscal year 2026, exceeding expectations in a competitive global AI landscape [1] Financial Performance - Data center revenue reached 39.1 billion USD in Q1, marking a 10% increase from the previous quarter [2] - Nearly 70% of data center revenue was contributed by the new Blackwell architecture GPUs, as the transition from Hopper to Blackwell nears completion [2] Market Trends - AI is becoming a new global infrastructure, with a focus on sovereign AI and enterprise-level AI agents [2] - The reshaping of the global landscape is driving countries to relocate manufacturing, creating massive data and computational needs [2] Technological Developments - The integration of computing power networks is expected to foster innovative applications in various sectors, including smart mining and smart cities [3] - The demand for computing power is critical for the implementation of AI across industries, with a focus on ease of use, flexibility, and scalability [3] Company Initiatives - WIMI is advancing its AI computing strategy by building a high-end computing base and collaborating with industry partners to enhance factory efficiency [4] - WIMI's holographic cloud platform supports large model training and inference, aiming to reduce latency and improve energy efficiency [4] Industry Outlook - Nvidia is positioned as the largest chip company globally by revenue and market capitalization, leading the AI computing infrastructure sector [5] - The diverse range of hardware and software products from Nvidia is enabling larger-scale sales to customers, indicating a significant shift in the global tech landscape [5]