英伟达放榜：四季度营收增长73%，盘后涨超2%

Core Insights - Nvidia reported record revenue of $68.1 billion for Q4 FY26, a 20% increase quarter-over-quarter and a 73% increase year-over-year, with net income reaching $42.96 billion, up 94% year-over-year [2][3] - The company expects Q1 FY27 revenue to be $78 billion (±2%), which is above market expectations [1][4] Financial Performance - Q4 FY26 revenue: $68.1 billion, up 20% Q/Q and 73% Y/Y [3] - Gross margin for Q4 FY26 was 75.0%, an increase of 1.6 percentage points Q/Q and 2.0 percentage points Y/Y [3] - Operating income for Q4 FY26 was $44.3 billion, a 23% increase Q/Q and 84% increase Y/Y [3] - Full-year FY26 revenue reached $215.9 billion, a 65% increase Y/Y, with a net profit of $120.07 billion [2] Business Segments - Data center revenue for Q4 FY26 was $62.3 billion, marking a historical high with a 22% increase Q/Q and 75% increase Y/Y; full-year data center revenue was $193.7 billion, up 68% Y/Y [3][4] - The company launched the NVIDIA Rubin platform, which significantly reduces inference token costs compared to the Blackwell platform [4] Strategic Partnerships and Market Outlook - Nvidia has established a multi-generational strategic partnership with Meta for large-scale deployment of GPU, CPU, and networking products [4] - The company anticipates increased capital expenditures in FY27 to support future business growth [4] - Nvidia's CEO highlighted the exponential growth in computing demand, emphasizing the company's leadership in the AI inference market [5] Market Performance - Nvidia's stock rose nearly 2% in after-hours trading, outperforming other major tech stocks this year [5] - The company remains a significant beneficiary of the AI boom, with its stock up 5% in 2026, while the Nasdaq index has declined by 0.4% [5]