全球资本开支创下新高之际英伟达再迎季度业绩纪录

Cnbeta.com.tw - 25 février 2026

全球资本开支创下新高之际英伟达再迎季度业绩纪录

作为芯片巨头、同时也是全球市值最高的企业，英伟达周三公布最新季度利润再创纪录，AI 算力需求持续飙升。“全球对 Token 的需求呈现完全的指数级增长，” 首席执行官黄仁勋在业绩发布后的分析师电话会议上表示，“我认为我们都看到了这一点，甚至云端里我们六年前的 GPU 都已被完全耗尽，价格也在上涨。” 该公司最新季度营收达680 亿美元，同比增长 73%，其中620 亿美元来自数据中心业务。值得注意的是，英伟达将数据中心收入拆分为：510 亿美元算力收入（主要为 GPU）与110 亿美元网络产品收入（如 NVLi…

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