NVIDIA 公布 2027 财年第二季度财报，营收 962 亿美元、同比增长 106%，其中数据中心业务营收 890 亿美元，约占总营收 92.5%。数据中心营收中约 55% 来自超大规模云厂商，Q3 指引为 1080 亿美元，并假设来自中国的数据中心计算营收为零。公司同时披露 990 亿美元股权投资，并对 OpenAI 在俄亥俄州的数据中心租约提供上限 1050 亿美元的有条件担保。
财报数字显示数据中心已占 NVIDIA 总营收九成以上，同时披露其对 AI 实验室的股权投资与担保规模。
Nvidia's financial result is out.
Its Data Center business now accounts for roughly 92.5% of its total revenue, generating $89B of the company's $96.2B Q2 revenue.
Quarterly revenue up 106% YoY, gross margin at 75%.
About 55% of Data Center revenue now comes from hyperscalers. Q3 guidance is $108B with zero China Data Center compute revenue assumed.
It also disclosed $99B in equity investments (roughly $47.7B in public-company holdings, $47.9B in private companies, plus $3.3B in infrastructure-financier stakes.). The private portfolio alone more than doubled in six months, from $22.3B to $47.9B,
Another $25B committed, and $20B of long-term data-center leases it plans to reassign.
Separately, Nvidia has a conditional guarantee capped at $105B on OpenAI's Ohio data-center leases if OpenAI defaults or stops paying.
Seperately, according to The Information, Nvidia says roughly 25% of its revenue next year will be tied to AI labs that it is financially supporting through investments and other financing arrangements.
来源：@rohanpaul_ai · x.com