仅事实
英伟达人工智能芯片需求推动强劲收益和市场表现
摘要
英伟达报告了由激增的人工智能芯片需求推动的强劲收益，华尔街对公司增长前景保持积极看法。
英伟达公布了强劲的财年第一季度业绩，受其人工智能（AI）和数据中心半导体需求增长的推动。截止4月的季度调整后每股收益为1.09美元，超过华尔街预期的92美分。收入同比下降13%，至71.9亿美元，但超出分析师预期的65.2亿美元。数据中心收入达到创纪录的42.8亿美元，增长14%，这归因于对利用英伟达Hopper和Ampere架构的生成式AI和大型语言模型需求的增长。游戏芯片收入下降38%，至22.4亿美元，反映出宏观经济放缓及渠道库存正常化努力导致的需求疲软。展望未来，英伟达预计第二季度收入约为110亿美元，上下浮动2%，而市场共识预估为71.5亿美元。首席执行官黄仁勋表示：“全球已安装的万亿美元级数据中心基础设施将从通用计算转向加速计算，因为各公司竞相将生成式AI应用于每一个产品、服务和业务流程。”华尔街对英伟达的前景依然乐观。Cantor Fitzgerald分析师C.J. Muse重申买入评级，目标价为240美元，指出公司在AI基础设施中的日益重要角色及其最近对OpenAI的1000亿美元投资。摩根士丹利也将目标价从200美元上调至206美元，指出尽管供应动态将主导第二季度财报叙事，但长期关注点仍将是需求。英伟达股价今年迄今上涨35%，过去12个月上涨超过39%。
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Confirmed
Nvidia has reported strong fiscal first-quarter earnings, driven by increased demand for its artificial intelligence (AI) and data center semiconductors.
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Confirmed
Adjusted earnings for the quarter ended in April were $1.09 per share, surpassing Wall Street's forecast of 92 cents.
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Not Confirmed
Revenue fell 13% year-over-year to $7.19 billion but exceeded analysts' expectations of $6.52 billion.
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Not Confirmed
Data center revenue reached a record $4.28 billion, a 14% increase, attributed to growing demand for generative AI and large language models utilizing Nvidia's Hopper and Ampere architectures.
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Not Confirmed
Gaming chip revenue declined 38% to $2.24 billion, reflecting weaker demand due to the macroeconomic slowdown and efforts to normalize channel inventory levels.
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Not Confirmed
Looking ahead, Nvidia projects second-quarter revenue of approximately $11 billion, plus or minus 2%, compared to the consensus estimate of $7.15 billion.
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Unverified
CEO Jensen Huang stated, 'A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service and business process.'
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Unverified