1. 英伟达2026财年第一季度收入达440亿美元，同比增长69%，其中数据中心收入390亿美元，同比增长73%。
2. 针对中国市场的H20 GPU新出口管制导致45亿美元库存减记费用，以及25亿美元未能出货收入。
3. Blackwell GPU加速推出，贡献了近70%的数据中心计算收入。
4. 推理需求激增，微软在第一季度处理了超过100万亿个标记，同比增长5倍。
5. AI工厂部署加速，近100个英伟达支持的项目正在进行，同比翻倍。
6. 游戏收入创纪录达38亿美元，环比增长48%，同比增长42%，受Blackwell架构强劲采用推动。
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