
AI industry bellwether Nvidia has posted strong performance in its latest earnings report. Revenue in the second quarter more than doubled to US$96.22 billion, and adjusted earnings per share came in at US$2.22, beating market expectations. The company also made the rare move of providing revenue guidance a full year ahead, forecasting 70% growth in the next fiscal year. Investors are also watching whether major customers like OpenAI and Anthropic developing their own chips could eventually impact Nvidia’s business. Let’s hear from Nvidia’s CEO.
Voice of Jensen Huang
Nvidia CEO
An entire AI factory platform that spans the entire AI lifecycle. I think they’re going to run on NVIDIA all around the world. I have 100% confidence that our technology will continue to be extraordinary for them. And so I’m very confident that they’re going to be customers and partners of ours for a very long time. We just have a lot greater visibility now, never forecasted or never guided a year in advance. Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%. We’re going to continue to work with our supply chain to increase on that.
Nvidia shares jumped more than 5% in after-hours trading, reaching US$220 and helping Taiwan’s stock market surge more than 500 points in early trading. But the gains narrowed after TSMC and MediaTek turned lower toward the close. Taiwan shares ultimately finished up 142 points, or 0.31% at 45,975.
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#stocks #shares #taiex #ai #nvidia #tsmc #forecast #openai #anthropic
被視為AI風向球的輝達財報,第二季繳出亮眼成績,營收翻倍來到962.2億美元,調整後EPS 2.22美元,優於市場預期,更罕見提前預測,下一個會計年度營收成長7成。法人也關注,客戶Open AI和Anthropic自己研發晶片,是否影響輝達生意。
[[輝達執行長 黃仁勳]]
“(輝達產品)是完整AI工廠平台,涵蓋整個AI生命週期,我認為他們會在全球各地,都使用輝達平台運行,我百分之百有信心,對於客戶來說,我們的技術將持續卓越,我充滿信心,他們在未來很長一段時間內,都會是我們的客戶與合作夥伴。我們現在有更高的能見度,過去從未提前一年,進行預測或給出財測指引,雖然我們的需求遠大於7成,但我們的供應,能讓我們有信心交付7成,我們將繼續,與供應鏈合作以提升這點
輝達盤後上漲超過5%,股價來到220美元,激勵台股早盤漲超過500點,不過後續受台積電、聯發科尾盤翻黑影響,終場收45975點,上漲142點,漲幅0.31%。
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