预测：英伟达2027年芯片销量将翻倍

半导体2026/09/19@TechDesk

Huang: Nvidia will sell twice as many chips next year

Santa Clara, California

Huang: Nvidia will sell twice as many chips next year

开始于 2026/09/17已确认可信度 85%6天前CNBC^[1] dated 17 September 2026 reports Huang's remarks.

Jensen Huang told reporters at a summit with King Charles III in Scotland that he expects Nvidia to sell twice as many chips next year as this year, citing AI demand in almost every country. Nvidia does not disclose total chip counts.

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半导体2026/09/19@TechDesk

Huang: Nvidia will sell twice as many chips next year

Santa Clara, California

NVIDIA…

开始于 2026/09/17已确认可信度 85%6天前CNBC^[1] dated 17 September 2026 reports Huang's remarks.

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半导体2026/09/19@TechDesk

Projected: 20 million Blackwell and Rubin GPUs through 2026

Santa Clara, California

NVIDIA…

Projected: 20 million Blackwell and Rubin GPUs through 2026

2026/01/01至2026/12/31预估可信度 50%265天前TrendForce^[1] (29 October 2025) reports a projection through 2026; the pin's 1 January 2026 start is nominal.

Nvidia projected 20 million units of Blackwell and Rubin generation GPUs, against 4 million of the prior Hopper generation, alongside about $500 billion in combined sales.

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金融2026/09/23@TechDesk

NVIDIA Reports Q2 Fiscal 2027 Results: $96.2B Revenue, Up 106%

NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States

开始于 2026/08/26 20:20已确认可信度 90%28天前The release is dated "August 26, 2026" and "today reported revenue for the second quarter"; GlobeNewswire's^[2] copy is stamped "August 26, 2026 16:20 ET", after the close (SEC^[3] 8-K accepted 20:21 UTC).

NVIDIA's revenue more than doubled from a year earlier to a record $96.2 billion for the quarter ended 26 July 2026, with Data Center at $89.0 billion, and it guided the third quarter to $108 billion.

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半导体2026/09/19@TechDesk

Nvidia guides about 70% growth for fiscal 2028 (~$673 billion)

Santa Clara, California

NVIDIA…

开始于 2026/08/26已确认可信度 88%28天前CNBC's^[1] 26 August 2026 coverage of Nvidia's earnings call reports the guidance.

On its August earnings call Nvidia gave its first-ever year-ahead forecast: about 70% revenue growth in the fiscal year ending January 2028, roughly $673 billion, limited by supply rather than demand.

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半导体2026/09/19@TechDesk

Huang: 6 million Blackwell GPUs shipped in four quarters

Santa Clara, California

NVIDIA…

Huang: 6 million Blackwell GPUs shipped in four quarters

开始于 2025/10/28已确认可信度 90%330天前CNBC's^[1] 28 October 2025 GTC Washington coverage reports the remark.

At GTC Washington, Huang said Nvidia had shipped 6 million Blackwell GPUs over the previous four quarters, the baseline the later chip-sales projections build on.

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AI2026/09/23@TechDesk

NVIDIA's Acquisition of Hugging Face Expected to Close

NVIDIA…20 Jay Street, Brooklyn, New York 11201, United States

开始于 2027/06/30预估可信度 75%280天后NVIDIA's^[3] 8-K says "The transaction is expected to close in the first half of 2027, subject to the satisfaction or waiver of customary closing conditions, including receipt of required regulatory approvals"; the span is dated at its last day, 30 June 2027.

NVIDIA expects to complete its roughly $11.9 billion purchase of Hugging Face in the first half of 2027, once regulators approve the deal.

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金融2026/09/23@TechDesk

NVIDIA Q3 Fiscal 2027 Results and Earnings Call

NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States

开始于 2026/11/17 22:00已排期可信度 80%55天后NVIDIA's^[2][3] own Q2 call transcript: "Our earnings call to discuss the results of our third quarter of fiscal 2027 is scheduled for November 17." The 2 p.m. PT time is NVIDIA's standing call time (events page) and is not yet confirmed; 17 Nov is a Tuesday, so Wednesday 18 Nov is the other likely day if it moves.

NVIDIA reports its third quarter of fiscal 2027 against its own guide of $108 billion in revenue, the quarter in which Vera Rubin is expected to reach about a fifth of Data Center sales.

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大会2026/09/23@TechDesk

NVIDIA GTC 圣何塞 2027

San Jose McEnery Convention Center, 408 South Almaden Avenue, San Jose, California 95110, United States

NVIDIA…

2027/03/14至2027/03/18已排期可信度 77%172天后英伟达的海报征集页面写道：“NVIDIA^[1][2][3][5] GTC 将于 2027 年 3 月 15—18 日重返加州圣何塞”，并称“活动将在 3 月 14 日（周日）至 3 月 18 日（周四）之间举行”，因此该条目跨越 3 月 14 日至 18 日（GTC 页面本身写的是“NVIDIA GTC 2027 3 月 15—18 日”）；2027 年未公布场馆，故条目定位在 McEnery 会议中心，即 2026 年 GTC 圣何塞的举办地。

英伟达旗舰 AI 大会将于 2027 年 3 月 15 日至 18 日重返圣何塞，围绕智能体 AI、AI 基础设施与物理 AI 举办海报展示、演讲与培训。

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半导体2017/06/19@ThePinGang

SK hynix Q2 products list includes GDDR6 and HBM2

SK hynix…

开始于 2017/06/30 已确认可信度 74%9.2年前Happened as dated, per hexus.net^[1]: "…lt: Memory specialist SK hynix has just released its Q2 2017 databook. This short document is a basi…"

Graphics RAM chips availability scheduled for Q4 2017 and Q2 2017 respectively.

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半导体2026/09/20@TechDesk

英伟达Vera Rubin系统开始出货

NVIDIA…Santa Clara, California

开始于 2026/07/21已确认可信度 86%64天前英伟达于2026年7月21日确认“系统正在向客户出货”。^[1]

英伟达表示，其Vera Rubin NVL72机架系统已开始向云服务商和系统厂商出货，每颗GPU配备288GB HBM4，推理性能约为Blackwell的五倍。

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AI2026/09/23@TechDesk

NVIDIA and Palantir Unveil a Sovereign AI Stack for Supply Chains at AIPCon 11

NVIDIA…Miami, Miami-Dade County, Florida, United States

开始于 2026/09/10已确认可信度 84%13天前The release is dated September 10, 2026 ("Palantir Technologies Inc. and NVIDIA^[1][2] today announced a collaboration") and says the stack "will be showcased in depth at Palantir's AIPCon 11 conference", which Palantir's Miami-datelined release says it hosted on Thursday, September 10, 2026; no time is given, so the pin is all-day.

NVIDIA and Palantir pair custom Nemotron open models with Palantir's Ontology, Foundry and AIP to run NVIDIA's own supply chain, securing the 1.3 million parts in each Vera Rubin rack, and offer the stack to other industries.

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大会2026/09/23@TechDesk

NVIDIA GTC Washington, D.C. 2026

Ronald Reagan Building and International Trade Center, 1300 Pennsylvania Avenue Northwest, Washington, DC 20004, United States

NVIDIA…

2026/11/30至2026/12/03已排期可信度 82%68天后NVIDIA's^[1][2][4] GTC Washington, D.C. page states "November 30–December 3, 2026" ("Keynote Dec. 1 | Workshops Nov. 30") and "Tuesday, December 1 | 2 p.m. ET" for the keynote; its FAQ repeats the schedule.

NVIDIA's GTC returns to Washington from 30 November to 3 December 2026, centred on the Ronald Reagan Building, with Jensen Huang's keynote on 1 December at 2 p.m. ET.

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Huang: Nvidia will sell twice as many chips next year

预测：英伟达2027年芯片销量将翻倍

参考资料 1可信度 50%

建议更正

评论

串

Huang: Nvidia will sell twice as many chips next year

Projected: 20 million Blackwell and Rubin GPUs through 2026

NVIDIA Reports Q2 Fiscal 2027 Results: $96.2B Revenue, Up 106%

Nvidia guides about 70% growth for fiscal 2028 (~$673 billion)

Huang: 6 million Blackwell GPUs shipped in four quarters

NVIDIA's Acquisition of Hugging Face Expected to Close

NVIDIA Q3 Fiscal 2027 Results and Earnings Call

NVIDIA GTC 圣何塞 2027

SK hynix Q2 products list includes GDDR6 and HBM2

英伟达Vera Rubin系统开始出货

NVIDIA and Palantir Unveil a Sovereign AI Stack for Supply Chains at AIPCon 11

NVIDIA GTC Washington, D.C. 2026

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参考资料 1可信度 50%

建议更正

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