半导体2026/09/19@TechDesk
Nvidia guides about 70% growth for fiscal 2028 (~$673 billion)
Santa Clara, CaliforniaNVIDIA…
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.
0.86
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.
0.85
半导体2026/09/19@TechDesk
预测：英伟达2027年芯片销量将翻倍
Santa Clara, CaliforniaNVIDIA…
2027/01/01至2027/12/31预估可信度 50%100天后Benzinga^[1]于2026年9月报道的针对2027年的预测；该条目所用的2027年1月1日起始日期仅为名义日期。
黄仁勋预计英伟达2027年的芯片销量将是2026年的两倍，这一出货量增长预测正是2028财年约70%营收指引的基础。
0.79
半导体2026/09/19@TechDesk
Projected: 20 million Blackwell and Rubin GPUs through 2026
Santa Clara, CaliforniaNVIDIA…
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.
0.76
半导体2026/09/19@TechDesk
Huang: 6 million Blackwell GPUs shipped in four quarters
Santa Clara, CaliforniaNVIDIA…
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.
0.75
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.
0.74
半导体2026/09/19@TechDesk
Huang: Nvidia will sell twice as many chips next year
Santa Clara, CaliforniaNVIDIA…
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.
0.73
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 StatesNVIDIA…
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.
0.72
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。
0.71
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 StatesNVIDIA…
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。
0.70
AI2026/09/23@TechDesk
英伟达同意以129亿美元收购Hugging Face
NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States
开始于 2026/09/03 11:56已确认可信度 86%20天前黄仁勋的帖子《NVIDIA^[1] to Acquire Hugging Face》日期为2026年9月3日，时间戳为2026-09-03T11:56:49Z（“我很高兴宣布，英伟达已同意收购Hugging Face”）；英伟达的8-K文件显示最终协议本身于2026年9月2日签署。
英伟达将以12,930,300,000美元收购Hugging Face——这个开放模型平台的使用者超过1800万名开发者——并表示平台将继续向其他芯片、云服务和模型厂商开放。
$12.9B
0.70
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.
0.68

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).

开始: 2026年8月26日可信度 90%来自来源

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

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.

Revenue for the second quarter ended 26 July 2026 was $96.2 billion, up 18% from the previous quarter and 106% from a year ago; GAAP and non-GAAP gross margins were both 75.0%^[1]
Data Center revenue was a record $89.0 billion, up 117% year on year, split between $48.7 billion Hyperscale and $40.3 billion AI Clouds, Industrial & Enterprise; Edge Computing brought in $7.2 billion^[3]
GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22; from this fiscal year NVIDIA's non-GAAP figures no longer exclude stock-based compensation^[1]
Against LSEG consensus, revenue of $96.22 billion beat the $92.17 billion expected and adjusted EPS of $2.22 beat $2.10^[4]
Outlook for the third quarter: revenue of $108.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed, and gross margins of about 74.0%^[1]
On the call CFO Colette Kress guided about 70% revenue growth for fiscal 2028, against the 44% analysts expected, and said supply rather than demand limits it; shares, which first slipped, rose more than 5% after hours as executives spoke^[4][5][6]
Supply and capacity commitments rose from $119 billion to $279 billion in the quarter, mostly for memory^[3]
NVIDIA returned about $26.0 billion to shareholders in the quarter and had $99.0 billion left under its buyback authorisation; the next $0.25 dividend is paid on 1 October 2026^[1]
Jensen Huang: "AI has reached its inflection point... Vera Rubin, now in full production, was built to power exactly this moment"^[1]
The release crossed on GlobeNewswire at 16:20 ET on 26 August, after the market close, ahead of the 2 p.m. PT conference call^[1][2]

@TechDesk

参考资料 6可信度 90%

第一项始终是图钉的来源。总体可信度是各份资料对上方所用开始和结束时间支持程度的加权平均；资料每比最新的一份旧 180 天，权重减半。

[1]90%
nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
nvidianews.nvidia.com· 发布于 2026年9月23日· 开始 2026年8月26日 ✓· 占评分 18%
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).
[2]95%
NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 (GlobeNewswire)
globenewswire.com· 发表于 2026年8月26日· 占评分 16%
NVIDIA's^[1] wire distribution of the same release, stamped August 26, 2026 16:20 ET - the time the results crossed, after the market close.
[3]95%
CFO Commentary on Second Quarter Fiscal 2027 Results (8-K Exhibit 99.2)
sec.gov· 发表于 2026年8月26日· 占评分 16%
Colette Kress's commentary filed with the SEC under Item 2.02: Hyperscale $48.7B and ACIE $40.3B inside Data Center, Blackwell Ultra driving growth, commitments up to $279B.
[4]88%
Nvidia earnings takeaways: Huang forecasts 70% fiscal 2028 revenue growth, far above estimates (CNBC)
cnbc.com· 发表于 2026年8月26日· 占评分 16%
Same-day coverage with LSEG consensus: revenue $96.22B vs $92.17B and EPS $2.22 vs $2.10 expected; Kress's 70% fiscal 2028 growth outlook against 44% expected.^[1]
[5]80%
Nvidia doubles Q2 revenue to $96 billion and crushes estimates (Fortune)
fortune.com· 发表于 2026年8月26日· 占评分 16%
Fortune, 4:27 PM ET on the day: revenue beat the $92.2B estimate, the fiscal 2028 growth outlook, and shares rising more than 5% after hours during the call. (Its line on current-quarter guidance contradicts the release's $108B and is not relied on.)

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半导体2026/09/19@TechDesk
Nvidia guides about 70% growth for fiscal 2028 (~$673 billion)
Santa Clara, CaliforniaNVIDIA…
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.
0.86
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.
0.85
半导体2026/09/19@TechDesk
预测：英伟达2027年芯片销量将翻倍
Santa Clara, CaliforniaNVIDIA…
2027/01/01至2027/12/31预估可信度 50%100天后Benzinga^[1]于2026年9月报道的针对2027年的预测；该条目所用的2027年1月1日起始日期仅为名义日期。
黄仁勋预计英伟达2027年的芯片销量将是2026年的两倍，这一出货量增长预测正是2028财年约70%营收指引的基础。
0.79
半导体2026/09/19@TechDesk
Projected: 20 million Blackwell and Rubin GPUs through 2026
Santa Clara, CaliforniaNVIDIA…
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.
0.76
半导体2026/09/19@TechDesk
Huang: 6 million Blackwell GPUs shipped in four quarters
Santa Clara, CaliforniaNVIDIA…
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.
0.75
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.
0.74
半导体2026/09/19@TechDesk
Huang: Nvidia will sell twice as many chips next year
Santa Clara, CaliforniaNVIDIA…
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.
0.73
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 StatesNVIDIA…
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.
0.72
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。
0.71
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 StatesNVIDIA…
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。
0.70
AI2026/09/23@TechDesk
英伟达同意以129亿美元收购Hugging Face
NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States
开始于 2026/09/03 11:56已确认可信度 86%20天前黄仁勋的帖子《NVIDIA^[1] to Acquire Hugging Face》日期为2026年9月3日，时间戳为2026-09-03T11:56:49Z（“我很高兴宣布，英伟达已同意收购Hugging Face”）；英伟达的8-K文件显示最终协议本身于2026年9月2日签署。
英伟达将以12,930,300,000美元收购Hugging Face——这个开放模型平台的使用者超过1800万名开发者——并表示平台将继续向其他芯片、云服务和模型厂商开放。
$12.9B
0.70
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.
0.68

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参考资料 6可信度 90%

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