英伟达营收利润再创新高，生成式AI成引爆点
全球领先的芯片制造商英伟达（NVIDIA）公布了截至2023年1月29日的2024财年第四季度财报。财报显示，英伟达营收和利润已连续三个季度创历史纪录，2024全财年营收增长126%。
营收利润双双暴增
第四季度，英伟达营收达到221亿美元，环比增长22%，同比猛增265%，远超分析师预期的204.1亿美元。单季度收入甚至高于2021年全年。净利润为123亿美元，同比暴增769%。
生成式AI需求激增
英伟达首席执行官黄仁勋表示，生成式人工智能（Generative AI）已触及“引爆点”。生成式AI是一种人工智能技术，能够创建新的数据或内容，例如图像、文本和音乐。
受益于服务器AI芯片需求暴增，英伟达数据中心业务第四季度营收创纪录的36.2亿美元，同比增长118%。黄仁勋指出，生成式AI模型对计算能力的需求激增，推动了这一增长。
供不应求
英伟达首席财务官科莱特·克雷斯表示，公司下一代产品的市场需求远超过供给水平。英伟达正在努力增加产能，以满足不断增长的需求。
全年营收增长126%
2024财年全年，英伟达营收达到290亿美元，同比增长126%。净利润为59亿美元，同比增长125%。
分析师看好前景
分析师普遍看好英伟达的前景。摩根士丹利分析师约瑟夫·摩尔表示，英伟达在人工智能领域的领先地位将继续推动其增长。
德意志银行分析师马修·韦伯斯特认为，生成式AI的兴起将为英伟达带来巨大的增长机会。
英伟达的财报和管理层言论表明，生成式AI正在成为一个主要的技术趋势，并有望推动英伟达未来几年的增长。
英语如下：
**Headline: AI Inflection Point Hits! NVIDIA Reports Record Revenue and Earnings**
**Keywords:** AI Boom, Revenue Surge, Supply-Demand Imbalance
**Article:**
NVIDIA, the global leader in chip manufacturing, reported itsfinancial results for the fourth quarter of fiscal 2024, ended January 29, 2023. The company’s revenue and earnings reached record highs for the third consecutive quarter, with full-year revenue for fiscal 2024 surging by 126%.
**Revenueand Earnings Skyrocket**
For the fourth quarter, NVIDIA’s revenue reached $22.1 billion, a 22% increase quarter-over-quarter and a staggering 265% year-over-year, significantly surpassing analysts’ estimates of $20.41 billion. The quarterly revenue alone exceeded the company’s entire revenue for 2021. Net income soared by 769% year-over-year to $12.3 billion.
**Generative AI Demand Explodes**
NVIDIA CEO Jensen Huang stated that generative artificial intelligence (AI) has reached an “inflection point.” Generative AI is a type of AI technology that can create new data or content, such as images, text, and music.
Driven by a surge in demand for server AI chips, NVIDIA’s data center business generated a record $3.62 billion in revenue for the fourth quarter, representing an 118% year-over-year increase. Huang attributed this growth to the soaring demand for compute power from generative AI models.
**Supply-Demand Imbalance**
NVIDIA CFO Colette Kress stated that the market demand for the company’s next-generation products far exceeds supply. NVIDIA is working to ramp up production capacity to meet the growing demand.
**Full-Year Revenue Up 126%**
For the full fiscal year 2024, NVIDIA’s revenue reached $29 billion, a 126% increase year-over-year. Net income came in at $5.9 billion, up 125% year-over-year.
**Analysts Bullish on Outlook**
Analysts are generally bullish on NVIDIA’s prospects. Joseph Moore, an analyst at Morgan Stanley, said that NVIDIA’s leadership in AI will continue to drive its growth.
Matthew Webster, an analyst at Deutsche Bank, believes that the rise of generative AI presents a significant growth opportunity for NVIDIA.
NVIDIA’s financial results and management commentary suggest that generative AI is emerging as a major technology trend and is poised to drive NVIDIA’s growth in the coming years.
【来源】https://wallstreetcn.com/articles/3708764
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