--- title: "Nvidia's forecast points to accelerating growth, as Vera Rubin starts hitting market" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/276969298.md" description: "Nvidia's earnings report indicates strong growth, with a projected 77% revenue increase this quarter, surpassing analyst estimates. The company attributes this growth to its AI chips, particularly in the data center business, which now constitutes over 91% of sales. Nvidia is ramping up production of its new Vera Rubin system, expected to significantly enhance performance. Despite facing competition from AMD and challenges from major clients developing in-house chips, Nvidia's growth trajectory remains robust, although a slowdown is anticipated beyond fiscal 2027." datetime: "2026-02-26T01:55:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276969298.md) - [en](https://longbridge.com/en/news/276969298.md) - [zh-HK](https://longbridge.com/zh-HK/news/276969298.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/276969298.md) | [English](https://longbridge.com/en/news/276969298.md) # Nvidia's forecast points to accelerating growth, as Vera Rubin starts hitting market Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Nvidia just reported its 11th straight quarter of revenue growth above 55% as the leading tech names keep snapping up the company's AI chips. Already the world's most valuable public company, growth is now reaccelerating. In its earnings report Wednesday, Nvidia said year-over-year revenue will surge about 77% this quarter to roughly $78 billion. That would mark the fastest growth rate for any period since the quarter ending January 2025, when expansion came in slightly higher at 78%. Its forecast sailed past the $72.6 billion average analyst estimate, according to LSEG. Revenue in the fourth quarter jumped 73%, also topping estimates, following expansion of 62% in the prior period. The data center business, home to Nvidia's AI graphics processing units, now accounts for over 91% of sales. The chipmaker's optimistic outlook comes as the company ramps production of Vera Rubin, its next rack-scale system for AI that will succeed Grace Blackwell. Nvidia says the system's 72 next-generation Rubin graphics processing units (GPUs) are expected to deliver 10 times more performance per watt, compared to their predecessors. Finance chief Colette Kress said on the earnings call after the report that the company shipped its "first Vera Rubin samples to customers earlier this week," and that Nvidia expects every model builder and cloud provider to eventually deploy the system. She said the company now expects growth this year to exceed what was included in the company's projection last year for a $500 billion revenue opportunity between Blackwell and Rubin. "We believe we have inventory and supply commitments in place to address future demand, including shipments extending into calendar 2027," Kress said. Nvidia's shares were little changed in extended trading after initially popping, reflecting investors' lofty expectations for the company, which is valued at almost $5 trillion thanks to its dominance in AI processors. There's competition on the horizon, as smaller rival Advanced Micro Devices is set to release Helios, its first rack-scale system for AI, later this year. Earlier this week, Meta committed to deploying up to 6 gigawatts of AMD GPUs, with Helios shipments starting in 2026. Nvidia also faces challenges from some of its biggest customers — namely Amazon and Google — making in-house AI chips to power their data centers. In its annual filing, Nvidia said a potential risk to future results is that "customers develop their own internal solution." Looking beyond fiscal 2027, growth is expected to slow dramatically, from 63% this year to 30%, 11.5% and 3% in the three subsequent years, according to LSEG. ## 'Compute equals revenue' But for now, Nvidia's growth is far outpacing any of its competitors or peers as tech giants and AI model developers race to build out their infrastructure to meet soaring demand. "In this new world of AI, compute equals revenues," CEO Jensen Huang said on Wednesday's earnings call. He repeated the phrase and variations of it several times during the call, in reference to the speedy adoption of agentic AI, which goes beyond early generative AI by allowing businesses to create and run applications with text prompts. Anthropic's Claude Cowork has quickly taken off in the enterprise by plugging into more applications. And earlier this month, OpenAI hired OpenClaw developer Peter Steinberger after his tool surged in popularity by automating tasks such as managing emails and calendars, browsing the web and interacting with online services. "Between Claude Cowork and OpenClaw, compute demand is skyrocketing, and the ChatGPT moment of agentic AI has arrived," Huang said on the call. Not included in Nvidia's first-quarter forecast is any potential data center revenue from China. A lack of clarity around export controls has kept Nvidia from selling into the world's second-largest economy, even after President Donald Trump said in January that his administration would approve China sales of Nvidia's H200 chip, with the U.S. government taking 25% of sales. Huang said in May that China's AI market would likely reach about $50 billion within two to three years, and that missing out on it would be a "tremendous loss." It's an opportunity that hasn't yet opened up. "While small amounts of H200 products for China-based customers were approved by the U.S. government, we have yet to generate any revenue and we do not know whether any imports will be allowed into China," Kress said on the call. "We are not assuming any data center compute revenue from China in our outlook." **WATCH:** 'Fast Money' traders react to Nvidia quarterly results ### 相關股票 - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [SPDR S&P Software (XSW.US)](https://longbridge.com/zh-HK/quote/XSW.US.md) - [GraniteShares 2x Long AMD Daily ETF (AMDL.US)](https://longbridge.com/zh-HK/quote/AMDL.US.md) - [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-HK/quote/IGV.US.md) - [Spdr Select Tech (XLK.US)](https://longbridge.com/zh-HK/quote/XLK.US.md) - [Invesco PHLX Semiconductor ETF (SOXQ.US)](https://longbridge.com/zh-HK/quote/SOXQ.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [Invesco AI and Next Gen Software ETF (IGPT.US)](https://longbridge.com/zh-HK/quote/IGPT.US.md) - [Invesco S&P 500 Equal Weight Tech ETF (RSPT.US)](https://longbridge.com/zh-HK/quote/RSPT.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [Direxion Daily AMD Bull 2X Shares (AMUU.US)](https://longbridge.com/zh-HK/quote/AMUU.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-HK/quote/SMH.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [AMD (AMD.US)](https://longbridge.com/zh-HK/quote/AMD.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [VG Info Tech (VGT.US)](https://longbridge.com/zh-HK/quote/VGT.US.md) ## 相關資訊與研究 - [Nvidia Stumbled in the First Quarter: Here are My Top 3 Nvidia Predictions for the Second Quarter](https://longbridge.com/zh-HK/news/281620093.md) - [Bye Bye, NVDA! 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