辉达执行长黄仁勋表示，这项庞大的回购计划反映了对AI长期前景的坚定信心，并强调向AI与加速运算的转型是世代交替的平台变革。尽管市场通常将大规模资本回报视为成熟巨头成长放缓的信号，且辉达股价在历经超过1200%的暴涨后于2026年动能有所趋缓，但管理层依然透过自由现金流的大幅成长，展现持续投资与回馈股东的雄厚实力。
与当年宣布巨额回购时成长已趋平缓的苹果不同，辉达的营收目前仍保持强劲的高速扩张，今年营收预计将激增约90%。包含OpenAI、Anthropic、SpaceX乃至拥有自研晶片的Google云端皆是其重要客户；分析机构预估辉达本财年净利润将翻倍至2450亿美元，自由现金流更预计在2028财年突破3290亿美元，展现出前所未有的获利爆发力。
Nvidia has unveiled a historic share buyback program with an additional $150 billion authorization, bringing its total repurchase capacity to $235 billion through January 2028 and surpassing Apple's previous 2024 record to become the largest in US corporate history. As the tech industry continues to pour capital into AI infrastructure—with Goldman Sachs projecting annual investments to exceed $1 trillion—Nvidia is reaping unprecedented profits at the heart of the generative AI ecosystem.
CEO Jensen Huang emphasized that the record capital return underscores management's long-term confidence in the once-in-a-generation platform shift toward artificial intelligence and accelerated computing. Although massive corporate buybacks often hint at decelerating top-line growth in mature enterprises, and Nvidia's stock gains have moderated in 2026 following a 1,200 percent surge since late 2022, the company maintains that robust cash generation empowers both aggressive technological reinvestment and generous shareholder rewards.
Unlike Apple during its historic buyback announcements, Nvidia continues to experience dramatic top-line expansion, with annual revenue projected to rise approximately 90 percent. Major AI pioneers including OpenAI, Anthropic, SpaceX, and Google Cloud remain key clients driving demand; consensus estimates project Nvidia's net income to more than double to $245 billion this fiscal year, alongside free cash flow forecast to surpass $329 billion by fiscal 2028.