英伟达电话会：需求在加速！Vera Rubin全周期供应受限 CPU收入有望达到200亿美元-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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英伟达电话会：需求在加速！Vera Rubin全周期供应受限 CPU收入有望达到200亿美元

格隆汇05-21

受益于“智能体AI”时代的爆发，英伟达不仅交出了单季营收820亿美元的历史新高答卷，更通过超预期的股东回报计划和瞄准2000亿美元全新市场的CPU战略，试图向华尔街证明其高增长的持续性与广阔的想象空间。公司管理层在电话会上表示，“智能体AI”驱动下一波算力基础设施建设狂潮，并首次将CPU业务作为未来核心增长引擎推向台前。英伟达预计今年CPU收入有望达到200亿美元，并表示相信公司能够获得足够供应以支撑持续增长。公司CFO表示，公司当前需求正在加速，并将2030年末年度AI行业整体开支规模预测，上调至3万亿至4万亿美元。英伟达CEO黄仁勋则预计Vera Rubin在整个生命周期内都将面临供应受限局面。在利润极其充沛的背景下，英伟达宣布新增高达800亿美元的股票回购授权。同时，季度股息从每股0.01美元大幅上调至0.25美元。公司计划在今年将50%的自由现金流返还给股东。

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