| 指标 | Q2 FY2026 | Q1 FY2026 | Q/Q | Q2 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $46,743M | $44,062M | +6% | $30,040M | +56% |
| 毛利率 Gross Margin (GAAP) | 72.4% | 60.5% | +11.9 ppt | 75.1% | -2.7 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 72.7% | — | — | N/A | — |
| 研发费用 R&D | $4,291M | $3,989M | +8% | $3,090M | +39% |
| 销售及管理 SG&A | $1,122M | $1,041M | +8% | $842M | +33% |
| 折旧摊销 D&A | $668M | $611M | +9% | $433M | +54% |
| 股权激励 SBC | $1,624M | $1,474M | +10% | $1,154M | +41% |
| 营业利润 Operating Income (GAAP) | $28,440M | $21,638M | +31% | $18,642M | +53% |
| 利息费用 Interest Expense | $62M | $63M | -2% | $61M | +2% |
| 净利润 Net Income (GAAP) | $26,422M | $18,775M | +41% | $16,599M | +59% |
| 净利润 Net Income (Non-GAAP) | $25,783M | — | — | N/A | — |
| 指标 | Q2 FY2026 | Q1 FY2026 | Q/Q | Q2 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $1.08 | $0.76 | +42% | $0.67 | +61% |
| 每股收益 EPS (Non-GAAP) | $1.05 | — | — | N/A | — |
| 稀释股数 Diluted Shares | 24,532M | 24,611M | -0% | 24,848M | -1% |
| 实际税率 Effective Tax Rate | N/A | 14.3% | — | 13.6% | — |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Data Center | $41,100M | 87.9% | +5% | +56% |
| Gaming | $4,300M | 9.2% | +14% | +49% |
| Professional Visualization | $601M | 1.3% | +18% | +32% |
| Automotive | $586M | 1.3% | +3% | +69% |
OEM & Other 未单独披露；残差 ~$156M vs 总收入 $46,743M
本filing未披露
本filing未披露
本季度数据
| 指标 | Q2 FY2026 | Q1 FY2026 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"Blackwell 是全球期待已久的 AI 平台，带来了卓越的代际飞跃——Blackwell Ultra 正在全速量产，需求异常强劲。NVIDIA NVLink 机架级计算具有革命性意义，恰好在推理 AI 模型推动训练和推理性能提升数个数量级之际到来。AI 竞赛已经开始，Blackwell 是其核心平台。" — Jensen Huang, NVIDIA Corporation
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| h20_inventory_release | $180M | Q2 释放此前计提的 H20 库存减值准备 |
| h20_unrestricted_sales | $650M | 向中国以外客户销售的非受限 H20 收入 |
| nongaap_gm_ex_h20 | 72.3% | 剔除 H20 库存释放后的 Non-GAAP 毛利率 |
| eps_nongaap_ex_h20 | $1.04 | 剔除 H20 相关费用/释放及税影响后的 Non-GAAP EPS |
| share_buyback_h1 | $24.3B | FY2026 上半年累计股票回购及现金分红总额 |
| new_buyback_authorization | $60.0B | 2025-08-26 董事会新增回购授权，无到期日 |
| remaining_buyback_authorization | $14.7B | Q2 末剩余回购额度（新增 $60B 授权前） |
| obbba_tax_impact | $48M | One Big Beautiful Bill Act (OBBBA) 税务影响 |
| blackwell_dc_sequential_growth | 17% | Blackwell 数据中心收入环比增长 |