英伟达预计下一财年营收将增长70%，远超分析师预期的44%。尽管前景强劲，该公司表示供应限制，特别是与AI建设相关的高内存成本，正在限制其潜力，首席执行官Jensen Huang指出，对AI芯片的需求正在以100%的速度增长。由于内存成本增加，英伟达还将毛利率指引下调至71-72%。 AI
影响 证实了对AI基础设施持续的高需求，同时强调了供应链瓶颈是关键制约因素。
排序理由 主要AI基础设施提供商的公司财报和前瞻性预测。
AI 生成摘要 · Google Gemini · 来自 5 个来源。 我们如何撰写摘要 →
完整方法见我们的编辑标准。
<p><a href="https://www.axios.com/2026/08/26/nvidia-earnings-preview-jensen-huang-ai" target="_blank">Nvidia</a> projected 70% revenue growth in its next fiscal year, sending its stock up in after-hours trading, while the company defended its decision to provide capital solutions…
Nvidia projects 70% revenue growth for fiscal 2028—well above the 44% analysts expected—but says supply, not demand, sets the ceiling. The company also cut gross margin guidance to 71-72%, citing extreme memory costs from the AI buildout itself. https://www. implicator.ai/nvidia-…
Nvidia projected 70% revenue growth for fiscal 2028, exceeding analyst expectations of 44%. CEO Jensen Huang said demand for AI chips is growing at 100%. Source: Fortune Term Sheet https:// fortune.com/2026/08/26/nvidia- q2-growth-results-jensen-huang/ # AI # Nvidia
Nvidia predicts AI-fuelled sales surge will extend into 2028. 'We expect to grow revenue by approximately 70% in fiscal 2028,' Chief Financial Officer Colette Kress said. Source: Moneyweb https://www. moneyweb.co.za/news/ai/nvidia- predicts-ai-fuelled-sales-surge-will-extend-into…
Nvidia projecting 70% growth next year is massive, but the real story is that demand is actually much higher. Korea’s ETNews points out what Western media missed: we’ve hit a critical supply-demand bottleneck. This constraint directly impacts Asian memory giants Samsung and SK Hy…