--- 格式版本: 2 标题: "Nvidia revenue doubles over last year, as company forecasts record growth" 原文链接: "https://www.datacenterdynamics.com/en/news/nvidia-revenue-doubles-over-last-year-as-company-forecasts-record-growth/" 发布日期: "2026-08-27" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "August 27, 2026 BySebastian MossHave your say" 发布时间校准原因: "页面正文标题下方明确标注‘August 27, 2026’，为作者署名日期，属于文章发布时间。" 发布时间校准置信度: "1" 发布时间候选数量: 26 发布时间严格候选数量: 7 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-30T10:02:44+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 6401 发现时间: "2026-08-30T10:02:22+08:00" 入库时间: "2026-08-30T02:03:10.653Z" 来源平台: "Data Center Dynamics 搜索" 搜索渠道: "source_template" 搜索词: "site:datacenterdynamics.com NVIDIA" 匹配关键词: - "Vera Rubin" - "latency" - "AI" 相关厂家: - "NVIDIA" - "OpenAI" 相关专家: [] 内容类型: "网页" 抓取工具: "Jina Reader" 清洗工具: "Jina Reader Markdown + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "是" AI打分: 75 AI分档: "高置信优质" AI质检状态: "通过" AI打分理由: "正文主线是Nvidia季度业绩及AI数据中心需求，DCD属于可靠专业媒体并直接引用财报电话会。历史库已覆盖Vera Rubin架构与发布，但本文新增其已进入全面生产、仍受供应约束，以及数据中心收入890亿美元、AI实验室需求预计贡献次年约四分之一业务、每吉瓦收入升至600亿美元等量化事实。技术架构细节较少，但量产里程碑和多项收入、需求及产能信号明确，命中量产与商业部署通道，当前页面自身具有财务与产能跟踪价值。" AI质检模型: "gpt-5.6-sol" AI质检时间: "2026-08-30T10:03:26+08:00" AI主题相关性: 15 AI来源权威性: 12 AI新颖性: 19 AI技术细节: 5 AI商业部署信号: 15 AI完整性: 9 AI评分提示词版本: "v17-精简生产版" AI评分提示词SHA256: "48fb9777f386026761b4873eaff30807694fb11e9b352d7c69bf2dfde750cc7d" AI评分知识库版本: "knowledge_base_v1-20260819+runtime.53" AI评分知识库SHA256: "4fcd6d53a16f56063efcfb4a47c89832a62c826f84d2abb3ce64c62a46d9fa61" AI评分知识库检索词: "[\"NVIDIA\",\"site:datacenterdynamics.com NVIDIA\",\"Vera Rubin\",\"Rubin\",\"RAS\",\"GPU\",\"Intel\",\"URL\",\"US\",\"assets/img-023836e3.jpg\",\"assets/img-5697753f.webp\",\"DCD\"]" AI评分知识库命中: "[{\"id\":\"july-correct-0034\",\"title\":\"AMD Fires Back at Nvidia with Helios AI System, Epyc CPUs\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NVIDIA\",\"Vera Rubin\",\"Rubin\",\"RAS\",\"GPU\",\"Intel\",\"URL\",\"US\"],\"rank\":-13.405400838389227},{\"id\":\"july-correct-0020\",\"title\":\"NVIDIA Vera Rubin：引領代理 AI 的時代\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NVIDIA\",\"Vera Rubin\",\"Rubin\",\"RAS\",\"GPU\"],\"rank\":-13.303613169153893},{\"id\":\"july-correct-0095\",\"title\":\"Inside NVIDIA Rubin GPU Architecture: Powering the Era of Agentic AI\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NVIDIA\",\"Vera Rubin\",\"Rubin\",\"RAS\",\"GPU\",\"Intel\",\"URL\",\"US\"],\"rank\":-13.286975970563354},{\"id\":\"historical-jan-apr-02\",\"title\":\"二、Google Cloud Next '26：AI Hypercomputer 与第八代 TPU 发布\",\"sourceType\":\"curated_item\",\"time\":\"2026-01_to_2026-04\",\"matchedTerms\":[\"NVIDIA\",\"Vera Rubin\",\"Rubin\",\"GPU\",\"Intel\",\"US\"],\"rank\":-11.878145752231013},{\"id\":\"july-correct-0099\",\"title\":\"Built for Vera Rubin, NVIDIA Spectrum-6 Arrives in Gigascale AI Factories\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NVIDIA\",\"Vera Rubin\",\"Rubin\",\"RAS\",\"GPU\",\"Intel\",\"URL\",\"US\"],\"rank\":-11.841165746409866}]" AI摘要: "Nvidia公布第二财季营收962亿美元，同比翻倍增长106%，其中数据中心收入达890亿美元；公司预计2028财年营收再增70%，并称每吉瓦数据中心收入已从五年前的300亿美元升至600亿美元。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-08-30T18:09:31.334Z" 采集批次: "2026年8月30日8点42分04秒" 采集批次ID: "20260830-084204-060" 去重键: "https://www.datacenterdynamics.com/en/news/nvidia-revenue-doubles-over-last-year-as-company-forecasts-record-growth" --- Title: Nvidia revenue doubles over last year, as company forecasts record growth URL Source: https://www.datacenterdynamics.com/en/news/nvidia-revenue-doubles-over-last-year-as-company-forecasts-record-growth/ Markdown Content: This website uses cookies to ensure you get the best experience on our website. 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The company said that GAAP and non-GAAP gross margins were both 75 percent. Company CFO Colette Kress said Nvidia expects fiscal 2028 revenue growth of 70 percent, significantly above market expectations. [](https://media.datacenterdynamics.com/media/images/Nvidia_Jensen_Huang_World_America_USA.original.jpg)![Image 5: Nvidia CEO Jensen Huang standing in front of the Earth/World/America/USA](./assets/img-6f6cf528.webp) – Sebastian Moss “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue,” said Jensen Huang, founder and CEO of Nvidia. “And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online - with strong momentum across the US and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.” Data center-specific revenue increased 18 percent over the last quarter to $89bn. Hyperscale revenue hit $49bn, up 13 percent. Outside of hyperscale, Nvidia reports 'AI clouds, industrial and enterprise' (ACIE) as its own segment, which had revenue of $40bn, up 25 percent. "Growth was driven by neocloud capacity additions to meet the rising demand from enterprises, AI start-ups and sovereigns as well as hyperscalers purchasing capacity to supplement their own build-outs," CFO Colette Kress said in an earnings call. Kress added that Nvidia would be on track to double its revenue next year, but remains supply constrained. She also commented on the company's controversial practice of financially supporting its customers, including [backing OpenAI's massive SoftBank data center project in Ohio](https://www.datacenterdynamics.com/en/news/nvidia-confirms-it-will-back-425gw-of-openai-capacity-at-ports-pike-mega-data-center/). "We expect them to become the largest technology companies in history," Kress said. "We believe these investments measured against the strength of their demand, the business they create for us, the ecosystem they build on Nvidia's platform and the equity returns on our invested capital will be excellent, and our risk is limited." She added: "For context, we expect demand from the AI labs for which we expect to leverage our balance sheet to contribute toward roughly a quarter of our business next year." The company's expansion ever further into the stack, from GPUs to CPUs, to networking, to its new Groq hardware, also means that Nvidia makes more money from every data center it supports. "Each gigawatt of data center increased from, say, $30bn [in revenue] about five years ago to now $60bn today," Kress said. Stay ahead of the latest investment & markets channel trends. Subscribe to DCD. [Create an Account to Subscribe Now](https://www.datacenterdynamics.com/en/create-account/)