年底了，聪明钱在干什么？

Group 1 - Nvidia reported Q3 revenue of $57.01 billion, a year-over-year increase of approximately 62%, exceeding market expectations of $55.19 billion [2] - The data center segment generated $51.2 billion in revenue, up 66% year-over-year, surpassing the market forecast of $49.34 billion [2] - The professional visualization segment earned $760 million, exceeding the expected $612.8 million [2] Group 2 - The gaming and AI PC segment reported revenue of $4.3 billion, slightly below the market expectation of $4.42 billion [2] - The automotive and robotics segment generated $592 million, falling short of the anticipated $620.9 million [2] - Nvidia provided Q4 revenue guidance of $63.7 billion to $66.3 billion, with the market median expectation at $61.98 billion [2] Group 3 - Nvidia's performance challenges the narrative of an "AI bubble," as stated by CEO Jensen Huang [3] - CFO Colette Kress indicated that the company has visibility on $500 billion in revenue from the Blackwell and Rubin platforms through the end of 2026 [3] - The Rubin platform is expected to launch in the second half of 2026, promising significant performance improvements over Blackwell [3] Group 4 - Despite strong earnings, some analysts believe Nvidia's results may not fully alleviate concerns about a potential market bubble [4]