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.
0.85
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.
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。
0.75
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.
0.75
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.
0.74
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。
0.74
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.
0.74
金融2026/09/23@TechDesk
HPE Fiscal Q4 and Full-Year 2026 Earnings Call
CityPlace 8 - Hewlett Packard Enterprise, East Mossy Oaks Road, Spring, Texas 77373, United StatesHewlett Packard Enterprise…
开始于 2026/12/03 21:30预估可信度 72%71天后HPE^[4][6] has not named the date yet (it announced the Q3 call three weeks ahead: "Wednesday, September 2 at 3:30 p.m. CT (4:30 p.m. ET)"); its FY25 Q4 call was "Thursday, December 04, 2025, 05:00 PM Eastern", and MarketBeat^[2] says HPE "has not confirmed its next earnings publication date, but the company's estimated earnings date is Thursday, December 3rd, 2026" after market close, with Zacks^[3] listing 12/03/2026 as "an estimated date". So Thursday 3 December 2026 at 4:30 p.m. ET (21:30 UTC), the time of HPE's latest call, is estimated; its Q4 calls in 2024 and 2025 started at 5:00 p.m. ET.
HPE is expected to report fiscal Q4 and full-year 2026 results after the close, most likely on Thursday 3 December, having guided to $13.9-14.8 billion of quarterly revenue and $1.20-1.30 of non-GAAP EPS; HPE has not yet announced the date.
0.73
金融2026/09/23@TechDesk
HPE Reports Record Fiscal Q3 2026 Results
CityPlace 8 - Hewlett Packard Enterprise, East Mossy Oaks Road, Spring, Texas 77373, United StatesHewlett Packard Enterprise…
开始于 2026/09/02 20:30已确认可信度 85%21天前The release is datelined "HOUSTON – September 2, 2026 – HPE^[1][5] (NYSE: HPE) today announced financial results for the third quarter ended July 31, 2026"; HPE's call transcript is headed "Wednesday, September 02, 2026, 04:30 PM Eastern", so the call started at 20:30 UTC.
HPE posted record fiscal third-quarter revenue of $12.2 billion, up 34%, and non-GAAP EPS of $1.11, then raised its fiscal 2026 and 2027 outlook as AI and networking orders ran ahead of memory-constrained supply.
0.72
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.
0.71
金融2026/09/23@TechDesk
Microsoft FY27 Q1 Earnings Release and Conference Call
Microsoft Redmond East Campus, Overlake, Redmond, King County, Washington, United StatesMicrosoft…
开始于 2026/10/28 21:30预估可信度 67%35天后Microsoft^[1][2][4] has not named the date (its investor site says "The next earnings release will be announced soon"); its last eight results 8-Ks on SEC EDGAR were all filed on the last Wednesday of the month after the quarter (FY26 Q1 on 29 October 2025, then 28 January, 29 April and 29 July 2026), each with a conference call "at 2:30 p.m. Pacific time (5:30 p.m. Eastern time)", so Wednesday 28 October 2026 at 2:30 p.m. PDT (21:30 UTC) is estimated; Wall Street Horizon^[3] also lists it "UNCONFIRMED for Wednesday 10/28/2026 After Market", while some calendars show 27 October.
Microsoft is expected to report its first fiscal 2027 quarter after the market close, most likely on Wednesday 28 October, and discuss it on a 2:30 p.m. Pacific webcast; the previous quarter brought $90.0 billion of revenue, up 18%.
0.71
大会2026/09/23@TechDesk
NVIDIA GTC Berlin 2026
NVIDIA…STATION Berlin, Luckenwalder Straße 4-6, Kreuzberg, 10963 Berlin, Germany
2026/10/20至2026/10/22已排期可信度 81%27天后NVIDIA^{[1][2][3][4][6]} 的 GTC Berlin 页面写明“NVIDIA GTC Berlin 2026 October 20–22, 2026”（“Keynote October 21 | Workshops October 20”），其常见问题页则将日程细分为“Training Workshops: Tuesday, October 20 ... Conference: Wednesday, October 21–Thursday, October 22”。
NVIDIA 欧洲 GTC 将于 2026 年 10 月 20 日至 22 日在柏林举行，10 月 21 日黄仁勋在 Tempodrom 发表主题演讲，随后在 STATION-Berlin 举办为期两天的分论坛、实验课与展览。
0.71

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.

开始: 2026年11月17日可信度 75%来自来源

NVIDIA Q3 Fiscal 2027 Results and Earnings Call

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.

Closing the second-quarter call, Toshiya Hari, NVIDIA's vice president of investor relations, said NVIDIA's earnings call on its third quarter of fiscal 2027 is scheduled for 17 November, after Jensen Huang's GTC Berlin keynote on 21 October^[1]
17 November 2026 is a Tuesday, where last year's third-quarter results came on Wednesday 19 November 2025^[6]
The date named on each call has held so far: the first-quarter call named 26 August for the second quarter, and it reported that day^[3][5]
NVIDIA's results calls start at 2 p.m. Pacific, with a live webcast on investor.nvidia.com; the third-quarter call is not on the events calendar yet^[2]
Guidance: revenue of $108.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed; gross margins of 74.0%, plus or minus 50 basis points; operating expenses of about $9.2 billion GAAP and $9.0 billion non-GAAP^[3]
Analysts polled by LSEG had expected a revenue guide of $104.2 billion before the second-quarter report^[4]
CFO Colette Kress expects growth driven mainly by AI Clouds, Industrial & Enterprise, with Vera Rubin about 20% of Data Center revenue in the quarter and Hyperscale reaccelerating in the fourth quarter^[1]
Kress's preliminary view for fiscal 2028 is about 70% revenue growth, with supply the bottleneck at least through that year^[1]

@TechDesk

参考资料 6可信度 80%

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]75%
s201.q4cdn.com/141608511/files/content_files/TRANSCRIPT_-NVIDIA-Corp-NVDA-US-Q2-2027-Earnings-Call-26-August-2026-5_00-PM-ET.pdf
s201.q4cdn.com· 发布于 2026年9月23日· 开始 2026年11月17日 ✓· 占评分 21%
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.
[2]80%
NVIDIA Investor Relations - Events & Presentations
investor.nvidia.com· 添加于 2026年9月23日· 占评分 21%
NVIDIA's^[3] events calendar: results calls on 26 August and 20 May 2026 at 2:00 PM PT; as of 22 September 2026 no third-quarter event is listed yet.
[3]92%
NVIDIA Announces Financial Results for Second Quarter Fiscal 2027
nvidianews.nvidia.com· 发表于 2026年8月26日· 占评分 19%
NVIDIA's^[2] release carries the third-quarter outlook ($108.0B plus or minus 2%, 74.0% gross margin, opex) and says the Q2 webcast replays until the third-quarter call.
[4]80%
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 19%
Analysts polled by LSEG expected third-quarter revenue guidance of $104.2 billion, which the $108 billion guide topped.^[1]
[5]75%
NVIDIA Corp. (NVDA) Q1 2027 Earnings Call - Transcript
s201.q4cdn.com· 发表于 2026年5月20日· 占评分 13%
The previous call named the next date the same way ("second quarter of fiscal 2027 is scheduled for August 26"), and NVIDIA^[2][3] reported on that day - evidence the named date is reliable.

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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.
0.85
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.
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。
0.75
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.
0.75
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.
0.74
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。
0.74
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.
0.74
金融2026/09/23@TechDesk
HPE Fiscal Q4 and Full-Year 2026 Earnings Call
CityPlace 8 - Hewlett Packard Enterprise, East Mossy Oaks Road, Spring, Texas 77373, United StatesHewlett Packard Enterprise…
开始于 2026/12/03 21:30预估可信度 72%71天后HPE^[4][6] has not named the date yet (it announced the Q3 call three weeks ahead: "Wednesday, September 2 at 3:30 p.m. CT (4:30 p.m. ET)"); its FY25 Q4 call was "Thursday, December 04, 2025, 05:00 PM Eastern", and MarketBeat^[2] says HPE "has not confirmed its next earnings publication date, but the company's estimated earnings date is Thursday, December 3rd, 2026" after market close, with Zacks^[3] listing 12/03/2026 as "an estimated date". So Thursday 3 December 2026 at 4:30 p.m. ET (21:30 UTC), the time of HPE's latest call, is estimated; its Q4 calls in 2024 and 2025 started at 5:00 p.m. ET.
HPE is expected to report fiscal Q4 and full-year 2026 results after the close, most likely on Thursday 3 December, having guided to $13.9-14.8 billion of quarterly revenue and $1.20-1.30 of non-GAAP EPS; HPE has not yet announced the date.
0.73
金融2026/09/23@TechDesk
HPE Reports Record Fiscal Q3 2026 Results
CityPlace 8 - Hewlett Packard Enterprise, East Mossy Oaks Road, Spring, Texas 77373, United StatesHewlett Packard Enterprise…
开始于 2026/09/02 20:30已确认可信度 85%21天前The release is datelined "HOUSTON – September 2, 2026 – HPE^[1][5] (NYSE: HPE) today announced financial results for the third quarter ended July 31, 2026"; HPE's call transcript is headed "Wednesday, September 02, 2026, 04:30 PM Eastern", so the call started at 20:30 UTC.
HPE posted record fiscal third-quarter revenue of $12.2 billion, up 34%, and non-GAAP EPS of $1.11, then raised its fiscal 2026 and 2027 outlook as AI and networking orders ran ahead of memory-constrained supply.
0.72
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.
0.71
金融2026/09/23@TechDesk
Microsoft FY27 Q1 Earnings Release and Conference Call
Microsoft Redmond East Campus, Overlake, Redmond, King County, Washington, United StatesMicrosoft…
开始于 2026/10/28 21:30预估可信度 67%35天后Microsoft^[1][2][4] has not named the date (its investor site says "The next earnings release will be announced soon"); its last eight results 8-Ks on SEC EDGAR were all filed on the last Wednesday of the month after the quarter (FY26 Q1 on 29 October 2025, then 28 January, 29 April and 29 July 2026), each with a conference call "at 2:30 p.m. Pacific time (5:30 p.m. Eastern time)", so Wednesday 28 October 2026 at 2:30 p.m. PDT (21:30 UTC) is estimated; Wall Street Horizon^[3] also lists it "UNCONFIRMED for Wednesday 10/28/2026 After Market", while some calendars show 27 October.
Microsoft is expected to report its first fiscal 2027 quarter after the market close, most likely on Wednesday 28 October, and discuss it on a 2:30 p.m. Pacific webcast; the previous quarter brought $90.0 billion of revenue, up 18%.
0.71
大会2026/09/23@TechDesk
NVIDIA GTC Berlin 2026
NVIDIA…STATION Berlin, Luckenwalder Straße 4-6, Kreuzberg, 10963 Berlin, Germany
2026/10/20至2026/10/22已排期可信度 81%27天后NVIDIA^{[1][2][3][4][6]} 的 GTC Berlin 页面写明“NVIDIA GTC Berlin 2026 October 20–22, 2026”（“Keynote October 21 | Workshops October 20”），其常见问题页则将日程细分为“Training Workshops: Tuesday, October 20 ... Conference: Wednesday, October 21–Thursday, October 22”。
NVIDIA 欧洲 GTC 将于 2026 年 10 月 20 日至 22 日在柏林举行，10 月 21 日黄仁勋在 Tempodrom 发表主题演讲，随后在 STATION-Berlin 举办为期两天的分论坛、实验课与展览。
0.71

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参考资料 6可信度 80%

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