2026年8月26日，英伟达首席财务官科莱特·克雷斯发布最新预测，预计公司2028财年营收将实现70%的增长，总额达到约6730亿美元 1。这一预测远超LSEG追踪的分析师平均44%的增长预期 1。在已公布的业绩方面，英伟达2027财年第二季度营收达到962亿美元，是上年同期的两倍多 1。其中，数据中心业务表现强劲，该季度营收同比增长117%至890亿美元 1。
受业绩与预期提振，英伟达股价在盘后交易中上涨约4%，有报道指出该时段最高涨幅达到5.6% 1。在客户拓展方面，英伟达正将其客户群从超大规模云厂商扩展至区域人工智能公司、初创企业和传统企业 1。为支持客户建设人工智能基础设施，英伟达为俄亥俄州一个在建的大型计算园区提供了1050亿美元的财务支持，并宣布与主要华尔街机构合作，安排高达5000亿美元的数据中心融资 1。
Nvidia Chief Financial Officer Colette Kress announced on August 26, 2026, that the company expects its fiscal 2028 revenue to grow by 70%, reaching approximately $673 billion 1. This projection is far above the 44% average analyst estimate tracked by LSEG 1. The forecast accompanied the release of the company's fiscal 2027 second-quarter financial results, which showed revenue reaching $96.2 billion, more than double the year-earlier figure 1. Within this quarterly performance, data-center revenue rose 117% to $89 billion 1.
Following the announcement, Nvidia shares climbed about 4% in extended trading, with one report putting the session's high at a 5.6% gain 1. To support the construction of AI infrastructure, the company is expanding its customer base beyond hyperscale cloud providers to include regional AI companies, startups, and traditional enterprises 1. Furthermore, Nvidia provided $105 billion in financial support for a large compute campus under construction in Ohio 1. The chipmaker also announced a partnership with major Wall Street firms to arrange up to $500 billion in data-center financing 1.
评论
还没有评论，欢迎留下第一条。