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AI需求爆棚!Q3英伟达数据中心营收破500亿美元
Sou Hu Cai Jing· 2025-11-20 10:54
Core Insights - Nvidia reported a record revenue of $57.01 billion for Q3 2025, exceeding market expectations of approximately $55 billion, with a year-over-year growth of 62% and a quarter-over-quarter increase of 22% [2][3] - The data center revenue reached $51.2 billion, marking a 66% increase year-over-year [2][3] - Nvidia's GAAP and non-GAAP gross margins were 73.4% and 73.6%, respectively, with diluted earnings per share of $1.30 [2][3] Financial Performance - Revenue for Q3 2025 was $57,006 million, compared to $46,743 million in Q2 2025 and $35,082 million in Q3 2024, reflecting a 22% quarter-over-quarter and 62% year-over-year growth [3] - Operating expenses were $5,839 million, up 8% from the previous quarter and 36% from the same quarter last year [3] - Net income for the quarter was $31,910 million, a 21% increase from Q2 2025 and a 65% increase from Q3 2024 [3] - Diluted earnings per share increased by 20% quarter-over-quarter and 67% year-over-year [3] Business Segments - Data Center: Nvidia's Blackwell showed significant performance improvements, with throughput per megawatt reaching ten times that of the previous generation [4] - Gaming: Q3 gaming revenue was $4.3 billion, down 1% from the previous quarter but up 30% year-over-year [5] - Professional Visualization: Revenue reached $760 million, a 26% increase from the previous quarter and a 56% increase year-over-year [5] - Automotive: Revenue was $592 million, up 1% from the previous quarter and 32% year-over-year [5] Market Position and Investor Sentiment - Nvidia is viewed as a bellwether for the AI investment landscape, with its performance reflecting the returns of significant investments in AI by major tech companies [6] - Despite a recent sell-off, Nvidia's stock price has increased by 35% this year, significantly outperforming the Nasdaq 100 index [7] - Some institutional investors have reduced or liquidated their positions in Nvidia, citing concerns over the sustainability of AI capital expenditures [6]
NVIDIA and Microsoft Open Next Era of Gaming With Groundbreaking Neural Shading Technology
Globenewswire· 2025-03-13 13:04
Next-Generation Games Will Be Accelerated by AI Within Shaders; 100+ DLSS 4 Games and Apps Now Available; ‘Half-Life 2 RTX’ Demo Released at GDC NVIDIA RTX Neural Rendering Technologies Neural shading represents a revolution in graphics programming, combining AI with traditional rendering to dramatically boost frame rates, enhance image quality and reduce system resource usage. SANTA CLARA, Calif., March 13, 2025 (GLOBE NEWSWIRE) -- NVIDIA today announced ahead of the Game Developers Conference (GDC) gro ...