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English(EN) Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers

Nvidia 预测 AI 芯片增长 70%,超出预期 · 跟踪 1 个来源

Nvidia 首次发布了提前一年的收入预测,预计下个财年将实现惊人的 70% 增长,远超分析师预期。首席执行官 Jensen Huang 表示,其 AI 芯片的需求增长率为 100%,即使供应限制也无法抑制这一非凡的前景。该公司第二季度的收益也超出了预期,收入达到 962 亿美元,同比增长 106%,推动了其股价的上涨。 AI

影响 Nvidia 大胆的增长预测预示着对 AI 基础设施的需求将持续强劲,可能影响整个 AI 行业的投资和供应链策略。

排序理由 公司提供了显著的、偏离典型指导的向前看的财务预测。[lever_c_demoted from significant: ic=1 ai=0.7]

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Nvidia 预测 AI 芯片增长 70%,超出预期 · 跟踪 1 个来源

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33 / 100
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Research
公司提供了显著的、偏离典型指导的向前看的财务预测。[lever_c_demoted from significant: ic=1 ai=0.7]
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Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
Topics
infra, product
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High
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报道来源 [1]

  1. Fortune TIER_1 English(EN) · Amanda Gerut ·

    英伟达首次给出了一年后的业绩预测——70%的增长炸弹旨在平息人工智能泡沫批评者和“循环融资”末日论者

    Nvidia’s stock climbed more than 4% in after-hours trading after delivering a blowout quarter and projecting $100 billion more revenue than analysts were expecting for next fiscal year.