AI周观察：英伟达FY26Q3表现亮眼，谷歌发布系列SOTA模型

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies Core Insights - The report highlights the strong performance of Nvidia in FY2026 Q3, with revenue reaching $57 billion, a 62% year-over-year increase, driven by robust growth in data center and networking businesses [14][19] - Google has launched Gemini 3 Pro and Nano Banana Pro, achieving significant performance metrics, including a score of 1501 on the LMArena leaderboard and a 72.1% accuracy in SimpleQA [11][10] - Palo Alto Networks reported a solid performance in FY2026 Q1, with total revenue of $2.47 billion, a 16% year-over-year increase, and a notable 29% growth in NGS ARR [29][32] Summary by Sections Nvidia - Nvidia's FY2026 Q3 revenue was $57 billion, up 62% year-over-year, with data center revenue at $51 billion, a 66% increase [14][19] - The networking segment saw a remarkable 162% growth, contributing significantly to overall performance [14][19] - The company expects Q4 revenue to be around $65 billion, indicating a 14% sequential growth [14][19] Google - Google introduced Gemini 3 Pro, which scored 1501 on the LMArena leaderboard, and the SimpleQA accuracy reached 72.1% [11][10] - The Nano Banana Pro model enhances text rendering accuracy and multi-subject consistency [11][10] - The new Antigravity platform is now available for developers, integrating Gemini into search AI [11][10] Palo Alto Networks - Palo Alto Networks reported a total revenue of $2.47 billion for FY2026 Q1, a 16% increase year-over-year [29][32] - The company’s RPO grew 24% to $15.5 billion, and NGS ARR increased by 29% to $5.85 billion [29][32] - The gross margin improved to 76.9%, with an operating margin of 30.2%, reflecting strong profitability [29][32]