英伟达新财季数据中心业务同比增长75%

Core Viewpoint - Nvidia reported strong Q4 results for fiscal year 2026, with total revenue increasing by 73% year-over-year, from $39.3 billion to $68.13 billion, with over 91% of revenue coming from data center business [2] Group 1: Financial Performance - Total revenue for Q4 reached $68.13 billion, a 73% increase from the previous year's $39.3 billion [2] - Revenue from the data center business was $62 billion, reflecting a 75% year-over-year growth and a 22% quarter-over-quarter increase [2] Group 2: AI and Infrastructure - Nvidia's CEO Jensen Huang highlighted a turning point in agentic AI, emphasizing that computational power directly correlates with revenue growth [2] - The computational power deployed by major cloud service providers and AI model developers has reached 90 billion watts and is operating at full capacity [2] Group 3: Supply Chain and Market Challenges - Huang acknowledged ongoing global shortages in storage chips, indicating that supply will remain tight in the coming quarters [2] - Nvidia's CFO Colette Kress mentioned that while the U.S. government has approved a limited number of H200 products for Chinese customers, no revenue has been generated from these sales yet [2]