通信行业周报:英伟达FY26Q3业绩超预期 谷歌发布GEMINI3和NANO BANANA2 继续看好AI算力

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Nov 23

英伟达业绩超预期,AI 进入良性循环2025 年11 月19 日,英伟达发布FY2026 第三季度报告,FY2026Q3,公司实现营收570.06 亿美元,同比增长62.49%,环比增长21.96%;其中,数据中心业务实现营收512.15 亿美元,同比增长66.44%,环比增长24.62%。公司认为Blackwell 和Rubin 平台在2025 年和2026 年的5000 亿美元营收预测上仍有...

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