# NVIDIA公布季度财报，AI业务年化收入突破370亿美元

- 来源：Satya Nadella (@satyanadella)
- 发布时间：2026-04-30 06:52
- AIHOT 分数：67
- AIHOT 链接：https://aihot.virxact.com/items/cmoko325801zesljetmp4u7cu
- 原文链接：https://x.com/satyanadella/status/2049622812680409373

## AI 摘要

NVIDIA在季度财报电话会议中宣布，其AI业务年化收入已突破370亿美元，同比增长123%。公司指出，当前正处于一个关键的平台转型期，技术栈正从由终端用户驱动的工作负载，转向由终端用户和AI智能体共同驱动。这一根本性转变将推动整个科技栈的变革，扩大市场总规模，并重塑全球经济的价值创造模式。为把握此机遇，NVIDIA正专注于两大核心任务：提供强大的AI基础设施和解决方案，以赋能所有企业在这一智能体计算时代实现成果最大化。

## 正文

Just wrapped our quarterly earnings call.

We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era.

Our AI business surpassed a $37 billion annual revenue run rate， up 123%.

We are at the beginning of one of the most consequential platform shifts that will change the entire tech stack as we move from end-user driven workloads to workloads driven by end-users and agents.

This will drive TAM expansion and change the value creation equation across the entire economy.

To capture this opportunity， we are executing against two major priorities：