BlockBeats 消息,2 月 27 日,由于对英伟达 AI 专用芯片的需求激增,英伟达的季度收入大幅增长,超出华尔街预期。该公司 2025 财年 Q4 营收同比增长 78%,至 393 亿美元,高于市场预期的 380 亿美元左右。英伟达表示,预计 2026 财年第一季度营收为 430 亿美元,与华尔街约 420 亿美元的预期大致相符。英伟达 CEO 黄仁勋表示,对 Blackwell 的需求是惊人的,因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能,增加长期思考计算使答案更智能。英伟达股价在美股盘后一度涨超 3.5%。(金十)
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