全球资本开支创下新高之际，英伟达再迎季度业绩纪录

Group 1 - The core viewpoint of the articles highlights Nvidia's record quarterly profits driven by soaring demand for AI computing power, with a revenue of $68 billion, a 73% year-over-year increase, and $62 billion coming from data center business [2] - Nvidia's data center revenue is broken down into $51 billion from computing (mainly GPUs) and $11 billion from networking products [2] - Despite the U.S. government's recent easing of export restrictions, Nvidia has not recorded any revenue from chip exports to China, with CFO Colette Kress noting that approved products have yet to generate income [2] Group 2 - Nvidia is advancing a collaboration agreement with OpenAI, with a reported investment scale of $30 billion, although completion of this investment is not guaranteed [3] - The CEO emphasized that capital expenditure in technology companies will soon translate into revenue, stating that in the AI era, computing power equates to income [3] - The company believes it has reached a turning point in generating valuable tokens that create productivity for customers and profits for cloud service providers [3]