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萬眾矚目的AI之王 #Nvidia 繼續給出樂觀預期，Q2的營收年增122%至300億，優於預期的287.8億，繼續季增40億的恐怖節奏，不過未來基期墊高增速自然會放緩。毛利率75.7%低於上季，淨利166億年增168%，EPS $0.68 優於預期的 $0.65。

Q3財測營收325億，換算年增約80%，優於預期的317.8億（基本上也是保守預估來給擊敗預期的空間，市場可能希望Q3繼續季增40億到340億）。 毛利和營業利潤也都預估年增約80%優於預期。 $NVDA 並宣布將回購500億的股票。

Q2資料中心的營收年增154%至262億，優於預期的250億。主要來自Hopper GPU，客戶需求強勁而供給正在改善，下半年會持續成長。而下一代的Blackwell 客戶需求遠高於供給，黃仁勳強調Blackwell會在Q4出貨（不只是生產），預計Blackwell營收會到數十億，並會持續到明年。

至於被問到CSP們擴張的 CAPEX ROI是否划算，Jensen 說投資 Nvidia GPU基建是能馬上獲得回報開始省更多錢，運算基建的算力投資和生成式AI也能馬上出租出去產生收入。最新的前沿AI可以幫助UGC平台和社群平台打造下一代的推薦系統、廣告系統，這些都是最好的ROI。

遊戲收入年增16%至28.8億。規模小得多的Auto汽車營收則成長37%至3.46億低於預期的3.5億。

IEObserve 國際經濟觀察
萬眾矚目的AI之王 #Nvidia 繼續給出樂觀預期，Q2的營收年增122%至300億，優於預期的287.8億，繼續季增40億的恐怖節奏，不過未來基期墊高增速自然會放緩。毛利率75.7%低於上季，淨利166億年增168%，EPS $0.68 優於預期的 $0.65。

Q3財測營收325億，換算年增約80%，優於預期的317.8億（基本上也是保守預估來給擊敗預期的空間，市場可能希望Q3繼續季增40億到340億）。 毛利和營業利潤也都預估年增約80%優於預期。 $NVDA 並宣布將回購500億的股票。

Q2資料中心的營收年增154%至262億，優於預期的250億。主要來自Hopper GPU，客戶需求強勁而供給正在改善，下半年會持續成長。而下一代的Blackwell 客戶需求遠高於供給，黃仁勳強調Blackwell會在Q4出貨（不只是生產），預計Blackwell營收會到數十億，並會持續到明年。

至於被問到CSP們擴張的 CAPEX ROI是否划算，Jensen 說投資 Nvidia GPU基建是能馬上獲得回報開始省更多錢，運算基建的算力投資和生成式AI也能馬上出租出去產生收入。最新的前沿AI可以幫助UGC平台和社群平台打造下一代的推薦系統、廣告系統，這些都是最好的ROI。

遊戲收入年增16%至28.8億。規模小得多的Auto汽車營收則成長37%至3.46億低於預期的3.5億。
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萬眾矚目的AI之王 #Nvidia 繼續給出樂觀預期，Q2的營收年增122%至300億，優於預期的287.8億，繼續季增40億的恐怖節奏，不過未來基期墊高增速自然會放緩。毛利率75.7%低於上季，淨利166億年增168%，EPS $0.68 優於預期的 $0.65。

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