英伟达Q1营收暴增69%至440亿美元，面临中国出口挑战

业绩会速递05-29

英伟达2026财年第一季度收入440亿美元，同比增长69%，超出预期。数据中心收入增长73%至390亿美元，主要由AI推理和AI工厂建设驱动。公司因美国对面向中国市场的H20 GPU实施新出口管制而面临重大挑战，导致45亿美元库存减记。Blackwell GPU贡献了近70%的数据中心计算收入，主要超大规模客户每周部署约72,000个Blackwell GPU。GB300已开始采样，性能比GB200提升50%。声明：本业绩会速递内容由人工智能生成，仅供参考，因技术所限可能存在不准确之处，不构成任何投资建议或承诺。

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