炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：芯东西 黄仁勋："算力就是营收。" 作者 | 陈骏达 编辑 | 心缘 芯东西2月26日报道，今天，英伟达公布了截至今年1月25日的2026财年第四季度财报以及2026财年全年 业绩。本财季，英伟达营收和净利润双双超越华尔街预期，营收达681.3亿美元（约合人民币4680.2亿 元），同比增长73%，环比增长20%；净利润（非GAAP）达395.5亿美元（约合人民币2716.9亿元）， 同比增长79%，环比增长25%。 2026财年全年，英伟达营收达到2159.4亿美元（约合人民币14834.0亿元），同比增长65%；净利润则达 到1200.8亿美元（约合人民币8248.9亿元），同比增长65%。 英伟达创始人兼CEO黄仁勋判断，Agentic AI的拐点已经到来，企业对Agent的采用率正在飙升，"在这 个AI的新世界里，算力就是营收，没有算力，就无法生成Token，而没有Token，就无法实现营收增 长"。这几乎在说"算力就是金钱"。 黄仁勋透露："我们正与OpenAI继续努力达成合作协议，并相信我们即将达成协议。"黄仁勋还给G ...

Core Viewpoint - Nvidia continues to experience significant revenue growth, reporting its 11th consecutive quarter with revenue growth exceeding 55%, driven by strong demand for its AI chips [1][2]. Financial Performance - Nvidia's year-over-year revenue is projected to surge approximately 77% this quarter, reaching around $78 billion, marking the fastest growth rate since January 2025 [2]. - Revenue in the fourth quarter increased by 73%, surpassing estimates, following a 62% growth in the previous quarter [3]. - The data center business, which includes Nvidia's AI graphics processing units, now constitutes over 91% of total sales [3]. Product Development - The company is ramping up production of its next-generation AI system, Vera Rubin, which is expected to deliver ten times more performance per watt compared to its predecessor, Grace Blackwell [4]. - Nvidia has already shipped its first Vera Rubin samples to customers and anticipates widespread deployment among model builders and cloud providers [6]. Market Position and Competition - Nvidia's shares remained stable after an initial rise, reflecting high investor expectations, with the company valued at nearly $5 trillion due to its leadership in AI processors [8]. - Competition is emerging from Advanced Micro Devices (AMD), which plans to release its first rack-scale AI system, Helios, later this year [8]. - Major customers like Amazon and Google are developing their own in-house AI chips, posing a potential risk to Nvidia's future results [9]. Future Outlook - Nvidia expects growth this year to exceed previous projections for a $500 billion revenue opportunity between its Blackwell and Rubin systems [6]. - However, growth is anticipated to slow significantly beyond fiscal 2027, dropping from 63% this year to 30%, 11.5%, and 3% in the following three years [9]. - The company has not included any potential data center revenue from China in its forecasts due to uncertainties surrounding export controls [13][15].

C3.ai (NYSE:AI) Q3 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAmit Berry - VP of Investor RelationsHitesh Lath - CFOOscar Cantu - Managing DirectorStephen Ehikian - CEOConference Call ParticipantsBrian Essex - Executive Director and U.S. Software Equity Research AnalystKingsley Crane - Senior Equity Research AnalystOperatorGood day, and thank you for standing by. Welcome to the C3.ai third quarter fiscal year 2026 earnings call. At this time, all participants are in a listen-only m ...

NVIDIA (NasdaqGS:NVDA) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBen Reitzes - Managing Director and Head of Technology ResearchColette Kress - EVP and CFOHarlan Sur - Executive Director of Equity ResearchJensen Huang - President and CEOMark Lipacis - Senior Managing DirectorToshiya Hari - VP of Investor Relations and Strategic FinanceConference Call ParticipantsAaron Rakers - Managing Director and Technology AnalystAntoine Chkaiban - Technology Infrastructure AnalystAtif Malik ...

Taskus (NasdaqGS:TASK) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAntonio Jaramillo - Equity Research Senior AssociateBalaji Sekar - CFOBryce Maddock - Co-Founder and CEOJonathan Lee - Managing Director of Equity ResearchPuneet Jain - Equity Research AssociateTrent Thrash - SVP of Corporate Development and Investor RelationsConference Call ParticipantsDavid Koning - Senior Research AnalystMaggie Nolan - Partner and Research Analyst of IT ServicesOperatorGood afternoon, welcome t ...

NVIDIA (NasdaqGS:NVDA) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBen Reitzes - Managing Director and Head of Technology ResearchColette Kress - EVP and CFOHarlan Sur - Executive Director of Equity ResearchJensen Huang - President and CEOMark Lipacis - Senior Managing DirectorToshiya Hari - VP of Investor Relations and Strategic FinanceConference Call ParticipantsAaron Rakers - Managing Director and Technology AnalystAntoine Chkaiban - Technology Infrastructure AnalystAtif Malik ...

NVIDIA (NasdaqGS:NVDA) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker11Good afternoon. My name is Sarah, and I will be your conference operator today. At this time, I would like to welcome everyone to NVIDIA's fourth quarter earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone ...

C3.ai (NYSE:AI) Q3 2026 Earnings call February 25, 2026 05:00 PM ET Speaker4Good day, and thank you for standing by. Welcome to the C3 AI third quarter fiscal year 2026 earnings call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press star 11 on your telephone and wait for your name to be announced. To withdraw your question, pleas ...

Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...

Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...