英伟达全年净利润超8000亿，中国H20收入4亿

Core Viewpoint - Nvidia reported strong financial results for Q4 FY2026 and the entire fiscal year, exceeding Wall Street expectations with significant revenue and profit growth driven primarily by its data center segment, which is heavily focused on AI technology [1][2]. Financial Performance - Q4 FY2026 revenue reached $68.1 billion, a 73% year-over-year increase and a 20% quarter-over-quarter increase [2] - Non-GAAP net income for Q4 FY2026 was $39.6 billion, reflecting a 79% year-over-year growth [2] - For the full fiscal year 2026, Nvidia's revenue was $215.9 billion, up 65% from the previous year, with net income also increasing by 65% to $120.1 billion [2] Gross Margin and Operating Expenses - Q4 FY2026 GAAP gross margin was 75.0%, while non-GAAP gross margin was slightly higher at 75.2% [2] - Operating expenses for Q4 FY2026 were $5.1 billion (non-GAAP), a 51% increase year-over-year [2] - For the full fiscal year, GAAP gross margin was 71.1%, down from 75.0% the previous year, while non-GAAP gross margin was 71.3% [2] Data Center Segment - Data center revenue for Q4 FY2026 was $62.3 billion, representing a 75% year-over-year increase and accounting for over 91% of total sales [1][2] - The company emphasized the growing demand for AI computing, with significant investments from clients driving future growth [3] Future Outlook - Nvidia projects Q1 FY2027 revenue to be around $78 billion, with expected GAAP and non-GAAP gross margins of 74.9% and 75.0%, respectively [3] - The outlook does not include revenue from data center computing business in China, which remains uncertain [3]