英伟达 CEO 黄仁勋:Blackwell 的需求“真是惊人”

英伟达 CEO 黄仁勋:Blackwell 的需求“真是惊人”

作者: 发表时间:2025-08-14 1:14:49
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本站 2 月 27 日消息,英伟达今日发布财报预计第一季度收入将大幅增长,继续显示出 AI 芯片需求的强劲势头,同时称其新款 Blackwell 半导体的订单量“令人惊叹”。

不过,英伟达对当前季度毛利率的预测略低于市场预期,原因是 Blackwell 芯片的扩产对利润产生了一定压力。其预计第一季度毛利率将降至 71%,低于华尔街预期的 72.2%。

首席执行官黄仁勋表示:“Blackwell 的需求真是惊人,我们已成功实现 Blackwell AI 超算的大规模生产,并在第一季度创下了数十亿美元的销售额。”

英伟达第四季度的 Blackwell 相关产品收入达到 110 亿美元(本站备注:当前约 798.13 亿元人民币),占公司整体数据中心收入的约 50%。

该公司首席财务官 Kress 进一步表示,随着英伟达加大 Blackwell 芯片的生产,公司将逐步降低成本并提高毛利率,预计公司将在本财年晚些时候恢复到中 70% 的毛利率。

英伟达预计第一季度收入为 430 亿美元(当前约 3119.97 亿元人民币),误差范围为 ±2%,高于分析师平均预期的 417.8 亿美元。

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