英伟达首席执行官詹森·黄在高盛通信与科技大会上重申公司明年收入可能增长70%，达到约680亿美元1。黄表示这一增长预期基于英伟达在AI生态中的核心地位和对全球数据中心建设的全面洞察1。根据分析师预期，英伟达本财年收入约为400亿美元，因此70%的增长率意味着明年收入将达到680亿美元左右1。
黄详细阐述了公司的产品表现和商业模式。一款结合36个Grace CPU和72个Blackwell GPU的计算机系统实现了月环比销售增长27%1。单个GPU价格已升至850万美元，包含200万个部件，消耗25万千瓦功率1。在阐述投资回报效率时，黄表示"我们投入1美元，得到100美元回来"1。此外，黄提及英伟达已看到价值1000亿美元的客户合同，并称公司追踪全球每一吉瓦的土地、电力和数据中心设施1。
Nvidia Chief Executive Officer Jensen Huang reiterated at the Goldman Sachs Communacopia & Technology Conference that the company's revenue could grow 70% in the coming year, reaching approximately $68 billion 1. Huang attributed this confidence to Nvidia's central position within the AI ecosystem and the company's comprehensive visibility into global data center infrastructure investments 1.
Supporting Huang's growth projections, a computing system combining 36 Grace CPUs and 72 Blackwell GPUs has achieved a month-over-month sales growth rate of 27% 1. Individual GPUs have reached a price point of $8.5 million, containing 2 million components and consuming 250 kilowatts of power 1. Huang stated that Nvidia tracks every gigawatt of land, electricity, and data center capacity globally 1, giving the company distinctive market intelligence.
On the company's investment returns model, Huang claimed that "we put in one dollar and get one hundred dollars back" 1. He also noted that Nvidia has observed customer contracts valued at $100 billion 1, underscoring strong demand signals across its customer base.
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