Core Viewpoint - Nvidia's FY26Q2 financial report highlights the high growth potential in the AI infrastructure market, with a projected market size of $3 trillion to $4 trillion, leading to increased capital expenditure and investment in computing power by tech giants [1][2]. Financial Performance - In FY26Q2, Nvidia reported revenue of $46.7 billion, a year-over-year increase of 56%, and a net profit of $26.4 billion, up 60% year-over-year, with an EPS of $1.04 [2]. - For FY26Q3, Nvidia projects revenue of approximately $54 billion, with a gross margin of 73.5% [2]. Business Segments - Data center revenue reached $41.1 billion in FY26Q2, accounting for 88% of total revenue, with a year-over-year growth of 56% [2]. - The computing segment generated $33.8 billion, a 50% increase year-over-year, while network revenue surged by 98% to $7.25 billion, driven by high demand for XDR InfiniBand products [2]. Product Development - Nvidia's GB300 product has achieved mass production with a weekly capacity of 1,000 cabinets, and the next-generation Rubin series chips are expected to enter mass production next year [3]. - The company is focusing on high-performance interconnect products, with significant potential returns from improving interconnect efficiency in data centers [3]. Market Outlook - Nvidia emphasizes the importance of AI infrastructure and the potential for substantial returns from investments in high-performance interconnect technologies [3].
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