对于截至 7 月的三个月，Nvidia 预测销售额约为 910 亿美元，高于分析师平均预估的 870 亿美元，且落在最高达 960 亿美元的区间内。在截至 4 月 26 日的三个月中，销售额成长 85% 至 816 亿美元，优于预期的 792 亿美元；调整后每股获利为 1.87 美元，高于预期的 1.77 美元，调整后毛利率为 75%。资料中心营收达到 752 亿美元，高于预估的 735 亿美元；网路业务带来 148 亿美元，优于预期的 127 亿美元。Nvidia 也将季度股息从每股 1 美分提高到 25 美分，并宣布 800 亿美元的股票回购。
公司表示，为了展现更多成长驱动力，正在重组报告方式，将 hyperscalers 与 ACIE 客户分开；ACIE 是 AI 云端、工业与企业买家的缩写。hyperscalers 今年仍计划在 AI 上支出约 7250 亿美元，而 Nvidia 表示，来自这些客户的资料中心营收持续快于其他来源。Nvidia 股价在报告前今年已上涨 20%，公司预计今年营收将超过 3700 亿美元，约为其 2021 会计年度水准的 22 倍；公司也表示，手上订单多到无法全部消化。在中国，成长仍受限制，因为美国出口规则以及北京偏好国内供应商，让 Nvidia 没有资料中心营收，尽管公司表示该市场每年可能价值 500 亿美元。Nvidia 也正扩展到通用型 CPU 和推理晶片，并预期今年 CPU 营收将达 200 亿美元，这将使其成为全球最大的供应商。
Nvidia Corp. used its latest quarterly report to counter rising investor skepticism by emphasizing a broader business mix beyond the giant data center operators, or hyperscalers, that drove its rapid growth. Chief Executive Officer Jensen Huang said the company is positioning itself for a larger wave of demand from governments, enterprises, AI clouds, and future physical AI uses such as robots and automated vehicles. Even so, investors were underwhelmed: the stock was little changed in premarket trading after the company beat estimates and raised shareholder returns, including a much larger dividend.
For the three months ending in July, Nvidia forecast sales of about 91 billion dollars, above the 87 billion dollar average analyst estimate and within a range that reached 96 billion dollars. In the three months ended April 26, sales rose 85% to 81.6 billion dollars, versus 79.2 billion expected, while adjusted profit was 1.87 dollars a share compared with 1.77 dollars expected and adjusted gross margin was 75%. Data center revenue reached 75.2 billion dollars, above the 73.5 billion estimate, and networking brought in 14.8 billion dollars versus 12.7 billion expected. Nvidia also lifted its quarterly dividend to 25 cents a share from 1 cent and announced 80 billion dollars in stock repurchases.
The company said it is reorganizing reporting to separate hyperscalers from ACIE customers, short for AI clouds, industrial and enterprise buyers, as it tries to show more growth drivers. Hyperscalers still plan to spend roughly 725 billion dollars on AI this year, and Nvidia said data center revenue from those customers continues to outpace other sources. Nvidia shares had risen 20% this year before the report, and the company is projected to generate more than 370 billion dollars in revenue this year, about 22 times its fiscal 2021 level; it also said it has more orders than it can fill. Growth remains constrained in China, where US export rules and Beijing’s preference for domestic suppliers have left Nvidia with no data center revenue, even though the company says the market could be worth 50 billion dollars a year. Nvidia is also expanding into general-purpose CPUs and inference chips, and it expects 20 billion dollars in CPU revenue this year, which would make it the world’s largest supplier.