如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容 编译自 reuters 。 富士康周五宣布，其与英伟达联合投资 14 亿美元建设的超算中心将于 2026 年上半年完工。该中 心 建 成 后 将 成 为 中 国 台 湾 规 模 最 大 的 先 进 GPU 集 群 ， 同 时 也 是 亚 洲 首 个 采 用 英 伟 达 新 一 代 Blackwell GB300 芯片的 AI 数据中心。富士康新成立的 AI 超算与云业务子公司 Visonbay.ai 首 席执行官Neo Yao透露，这座数据中心的供电容量达 27 兆瓦。 在富士康举办的技术日上，英伟达副总裁亚历克西斯・比约林（Alexis Bjorlin）表示："随着 GPU 技术加速迭代，企业单独建设算力设施的经济性已大幅下降。" 此次活动吸引了英伟达、 OpenAI、优步（Uber）等合作伙伴及客户参与。她补充道："租用算力资源可能带来更高的投资 回报，既提升企业运营灵活性，又能让企业根据产品周期和业务需求灵活调整算力规模。" 技术日活动上，富士康创始人郭台铭、英伟达创始人黄仁勋之子 —— 英伟达领先机器人产品线经 理斯宾塞・黄（Spencer ...

Core Viewpoint - Nvidia reported its Q2 FY2026 earnings, showing revenue of $46.743 billion, a 56% year-over-year increase, slightly exceeding market expectations. However, concerns arose due to data center revenue falling short of projections, leading to a decline in stock price and a market cap loss of $130 billion [2]. Financial Performance - Q2 revenue reached $46.743 billion, up 56% year-over-year, with net profit at $26.422 billion, a 59% increase. The gross margin was 72.4% [2]. - Data center revenue was $41.1 billion, a 56% year-over-year increase, while gaming and AI PC revenue was $4.3 billion, up 49%. Professional visualization revenue was $601 million, a 32% increase, and automotive and robotics revenue was $586 million, up 69% [2]. Business Segments - The data center business remains the core growth engine, but its revenue performance raised concerns about future growth and profitability [2]. - Blackwell architecture chips are in full production, with expectations for increased output in Q3. The RTX Pro server is also in full production, with nearly 90 companies adopting it for real-time simulation and digital twin applications [4]. Market Outlook - Nvidia anticipates over $20 billion in sovereign AI revenue this year, more than doubling from the previous year. The company expects continued growth in AI infrastructure investments driven by the need for more training and inference computing [4][5]. - Nvidia's CEO highlighted the significant capital expenditure in AI infrastructure, estimating $600 billion in spending over the next two years, primarily from major cloud service providers [5]. Competitive Landscape - Nvidia's position in the GPU market is strong, with its products being utilized across various AI frameworks. The company also produces CPUs and networking products, with networking revenue reaching $730 million in Q2 [6]. - The company is addressing challenges posed by ASICs in the AI space, emphasizing the complexity of AI factories and the importance of network connectivity for performance enhancement [6]. Future Guidance - For Q3, Nvidia projects revenue of $54 billion, with a GAAP gross margin of 73.3%, indicating a slight increase from the previous quarter [6].