英伟达云端GPU已售罄！黄仁勋驳斥AI泡沫论：已进入AI良性循环

Core Viewpoint - Nvidia's recent quarterly earnings report is seen as a key indicator of real AI demand, amidst discussions of an AI bubble in the market [1][3]. Group 1: Financial Performance - For the third quarter of fiscal year 2026, Nvidia reported revenue of $57 billion, a 62% year-over-year increase, exceeding market expectations [1]. - Net profit reached $31.9 billion, up 65% year-over-year, with a GAAP gross margin of 73.4% [1]. - Data center revenue hit a record $51.2 billion, growing 66% year-over-year, also surpassing market forecasts [1][3]. - Nvidia's revenue outlook for the fourth quarter is approximately $65 billion, with a 2% variance, exceeding previous market expectations [3]. Group 2: Business Segments - Nvidia's networking business revenue was $8.2 billion, a significant increase of 162% year-over-year [3]. - The gaming and AI PC segment generated $4.3 billion, up 30% year-over-year, while professional visualization revenue was $760 million, increasing by 56% [3]. - Automotive and robotics revenue reached $592 million, reflecting a 32% year-over-year growth [3]. Group 3: Strategic Partnerships and Market Position - Nvidia has established strategic partnerships with OpenAI, Google, Microsoft, Oracle, and xAI, planning to deploy at least 10 gigawatts of Nvidia systems in the U.S. [3]. - AI startup Anthropic will run and expand on Nvidia's infrastructure, utilizing 1 gigawatt of computing power [3]. - Nvidia's CEO highlighted the company's unique position in the AI ecosystem, emphasizing the exponential growth in training and inference computing demands [1][3]. Group 4: Future Outlook and Challenges - Nvidia is involved in three major platform transitions: from CPU to GPU computing, the transformation of applications by AI, and the rise of agentic AI [4]. - The company anticipates that revenue from its Blackwell and Rubin platforms will reach $500 billion by the end of next year, with further opportunities expected [4]. - Nvidia's supply chain is prepared to meet future demand, although challenges in power, memory supply, and manufacturing exist [5]. - The company is increasing its economic contribution in data center construction, with Blackwell contributing around 30% and Rubin expected to exceed that [5].