英伟达周三公布第四财季营收达680亿美元，同比增长20%，超出分析师预期，也平息了此前关于人工智能泡沫即将破裂的担忧。

首席执行官黄仁勋在财报电话会议上表示：“计算需求正在呈指数级增长”，并补充道，“人工智能的转折点已经到来”。

他还表示，与Anthropic、Meta和OpenAI等科技巨头的合作，为他于1993年联合创立的英伟达带来了强劲的发展势头。该公司在人工智能时代经历了飞速崛起。

英伟达最新季度净利润高达430亿美元，同比增长35%。

据FactSet汇总的预测，华尔街此前预计该公司利润为375亿美元，营收为661亿美元。

该公司的数据中心业务——为人工智能和云计算巨头提供芯片和网络设备——表现最为亮眼，占总销售额的91.4%，即623亿美元。

英伟达的业绩似乎再次表明，人工智能热潮依然强劲。

英伟达市值接近5万亿美元，是全球市值最高的上市公司，并已成为炙手可热的人工智能行业的风向标。

英伟达执行副总裁兼首席财务官科莱特·克雷斯表示，公司200亿美元的研发预算助力其实现了营收增长。

随着人工智能热潮的起伏，英伟达的股价也如同过山车一般波动，投资者们越来越担心各公司在人工智能技术领域过度投资。12月中旬，受泡沫担忧的影响，英伟达股价一度跌至170.94美元，但此后已回升至190美元以上。

周三收盘时，英伟达股价为195.56美元，当时财报尚未发布。

Zacks投资管理公司的布莱恩·穆尔伯里告诉《华尔街日报》，如果像OpenAI这样的大客户无法继续获得融资，英伟达的创纪录销售额可能会放缓。

穆尔伯里补充说，尽管如此，英伟达的芯片——被认为是同类产品中的佼佼者——至少在短期内能够帮助公司抵御任何风暴。

他说，“归根结底，无论你站在人工智能市场的哪一边，它们仍然是市场中最抢手的硬件。”

Nvidia on Wednesday posted $68 billion in sales in its fiscal fourth quarter, a 20% jump that beat analyst expectations and helped quiet the drumbeat about a looming artificial-intelligence bubble.

“Computing demand is growing exponentially,” CEO Jensen Huang said on an earnings call, adding that “the agentic AI inflection point has arrived.”

He added that partnerships with tech leaders including Anthropic, Meta and OpenAI have been tailwinds for his company, which he co-founded in 1993 and has seen a meteoric rise in the AI era.

Nvidia raked in $43 billion in net income — up 35% from a year ago — in its latest quarter.

Wall Street had predicted $37.5 billion in profit and $66.1 billion in revenue, according to estimates compiled by FactSet.

The company’s data center business — the chips and networking gear powering AI and cloud heavyweights — led the way, accounting for 91.4% of total sales, or $62.3 billion.

Nvidia’s results appeared to mark the latest signal that there’s plenty of life left in the AI frenzy.

At nearly $5 trillion in market value, Nvidia is the world’s most valuable publicly traded company and has become the bellwether for tracking the red-hot AI sector.

Nvidia’s research and development budget of $20 billion has helped it churn out revenue growth, said the company’s executive vice president and chief financial officer Colette Kress.

Nvidia’s stock has been on a roller coaster as AI fever has seesawed while investors grow anxious that firms have overinvested in the technology. Shares sank to $170.94 in mid-December amid bubble fears, but have since risen above $190.

The stock closed at $195.56 at end of trading on Wednesday, before the earnings came out.

Nvidias’ record sales could slow down if big customers like OpenAI can’t continue to get financing, Brian Mulberry of Zacks Investment Managementtold the Wall Street Journal.

Still, Nvidia’s chips — considered the best of their kind — position the company to whether any storm in at least the short term, Mulberry added.

“At the end of the day, they’re still the most in-demand piece of hardware in the AI market, regardless of what side of it you’re on,” he was quoted as saying.