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AI热潮意外给力!英伟达Q1收入优于预期,指引较预期高53%,盘后涨近30%创新高

华尔街见闻2023-05-25

一季度英伟达营收同比下降13%,降幅几乎为市场预期和四季度降幅的一半;AI芯片所在数据中心业务的营收创历史新高,保持10%以上同比增速,游戏业务继续下滑,但收入较预期高13%;二季度营收指引不降反增,同比增近33%。业绩电话会上英伟达称,众多云公司竞相部署AI芯片,其锁定了数据中心芯片的大幅增长,计划下半年大幅增加供应。人工智能(AI)的热潮比华尔街预料的更给力,AI底层算力龙头、芯片巨头英伟达...

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