行业研究 | 谷歌发布第七代TPU ASIC芯片——海外科技2025年11月报

兴业研究
Dec 01, 2025

TPU,存储海外科技重点企业数据跟踪:英伟达(NVDA.O)FY2025Q3(8月~10月)营收及净利润同环比均实现高增长,毛利率有所下降,数据中心业务高速增长,其中GB300产品收入在其当季总营收中占比达67%。公司当季营收为570.1亿美元,同比增长62.5%,环比增长22.0%;净利润为319.0亿美元,同比增长64.7%,环比增长26.6%;毛利率为73.4%,同比-1.2pp/环比+...

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