Nvidia第四季度業績超預期，AI芯片需求強勁
Nvidia 報告了第四季度業績，超出了華爾街的預期，這主要得益於其 AI 芯片的強勁需求。該公司公佈的收入為 393.3 億美元，同比增長 78%，超過了 382.5 億美元的預期。調整後的每股收益為 0.89 美元，而預期為 0.84 美元。Nvidia 的數據中心收入（一個關鍵增長驅動力）飆升 93% 至 356 億美元，超過了 340.6 億美元的預測。
這家芯片製造商還為 2025 年第一季度提供了強勁的指引，預計收入約為 430 億美元，高於 417.8 億美元的共識預期。這一預測反映了同比 65% 的增長，儘管這標誌著與去年同期 262% 的增長相比有所放緩。Nvidia 的 CEO 黃仁勳強調了對其下一代 Blackwell AI 芯片的“非凡”需求，這些芯片在本季度貢獻了 110 億美元的收入。CFO Colette Kress 指出，Blackwell 的生產速度是公司歷史上最快的，大型雲服務提供商佔據了數據中心收入的約 50%。
儘管表現強勁，但由於與新數據中心產品相關的成本增加，Nvidia 的毛利率下降至 73%，比去年同期下降了三個百分點。該公司預計，隨著 Blackwell 生產的穩定，毛利率將在今年晚些時候回升至 70% 中段範圍。與此同時，遊戲收入下降了 14% 至 25 億美元，未達到預期，而汽車收入則增長了一倍多，達到 5.7 億美元。
黃仁勳回應了對亞馬遜、微軟和谷歌等科技巨頭開發的定制 AI 芯片的競爭擔憂，表示僅靠設計並不能保證部署。他還強調了 AI 推理日益增長的重要性，Nvidia 的芯片越來越多地用於提供 AI 軟件，而不僅僅是訓練模型。該公司的股票在盤後交易中保持平穩，反映了投資者在增長放緩和利潤壓力下的複雜情緒。Nvidia 的下一個主要催化劑是其 3 月份的 GTC AI 開發者大會，屆時將展示 Blackwell Ultra 和其他下一代技術的進展。
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