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英伟达Q2营收962亿美元同比翻倍，数据中心业务增117%
Nvidia just doubled an already enormous business: Q2 revenue reached $96.2 billi…
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英伟达财报是AI算力需求的风向标，营收翻倍且数据中心业务强劲增长，关注AI基础设施投资的从业者必看，可据此判断算力市场景气度。
Nvidia just doubled an already enormous business: Q2 revenue reached $96.2 billion, up 106% YoY and 18% QoQ.
-Data Center: $89.0B, +117% YoY, +18% QoQ -GAAP net income: $59.7B, +126% YoY -Operating income: $63.7B, +124% YoY -GAAP EPS: $2.46, +128% YoY -Gross margin: 75%, up 2.6 percentage points YoY
Nvidia now expects $108 billion in Q3 revenue, roughly 89% YoY growth, without assuming any Data Center compute revenue from China.
A $5 trillion company is still growing revenue at triple-digit rates.
No end in sight for the AI revolution. Via WSJ
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力