英伟达单季净赚319亿美元，黄仁勋：GPU卖爆了

Core Insights - Nvidia reported Q3 FY2026 earnings with revenue of $57.006 billion, a 62% year-over-year increase, surpassing market expectations of $55.212 billion, and a net profit of $31.91 billion, up 65% [1] - The data center business, a key segment, achieved record revenue of $51.2 billion, with a 25% quarter-over-quarter increase and a 66% year-over-year increase [1] - Nvidia's stock price rose over 4% in after-hours trading following the earnings report [1] Revenue Breakdown - Data center computing revenue reached a record $43 billion, a 56% year-over-year increase and a 27% quarter-over-quarter increase [1] - Networking revenue also hit a record $8.2 billion, driven by the launch of NVLink computing architecture and increased demand, showing a 162% year-over-year increase and a 13% quarter-over-quarter increase [1] - Gaming revenue increased by 30% year-over-year but saw a 1% quarter-over-quarter decline due to inventory normalization [2] - Professional visualization revenue grew by 56% year-over-year and 26% quarter-over-quarter, driven by the new DGX Spark™ release [2] - Automotive revenue rose by 32% year-over-year and 1% quarter-over-quarter, supported by increased adoption of autonomous driving platforms [2] Market Position and Challenges - CEO Jensen Huang criticized analysts suggesting an AI "bubble," asserting Nvidia's readiness to succeed at every stage of AI development [2] - Despite strong demand, Nvidia faces challenges, including the loss of the Chinese market and competition from Qualcomm's new AI chips [3] - CFO Colette Kress indicated that Blackwell sales continue to grow, with projected revenues from Blackwell and Rubin expected to reach $500 billion by the end of 2026 [3] - Supply chain capacity remains a significant constraint on Nvidia's revenue growth, as noted by JPMorgan [3] Market Sentiment - Huang's comments did not fully alleviate market concerns, as Nvidia's stock price gains narrowed after the earnings call [4] - Analysts express ongoing worries about the sustainability of growth in AI infrastructure spending [4]