The three major indices closed down today, with the NASDAQ falling the most, but the overall upward trend has not changed. Nvidia released its earnings report after the market. At one point, it plummeted by 5%, then the decline narrowed to 1.8%. So how is Nvidia's performance?
Performance performance
Total revenue 18.1B, supermarket market expected 16.2B, revenue a year ago was 5.9B
Gross profit margin 74%, expected 72.48%
Net profit of 9.2B, exceeding market expectations of 8.4B
Adjusted EPS 4.02, exceeding market expectations of 3.39
The top line and bottom line for the third quarter both exceeded expectations. The performance by business was as follows:
Data center business: 14.5B, up 280% year over year, higher than market expectations of 13.1B. Of these, 248 H100 copies were sold to a crypto mining company at a price of 40,000 dollars. The premium was serious, which meant that demand was still hot. The vast majority of revenue in the third quarter came mainly from the NVIDIA HGX platform based on the Hopper GPU architecture, while the contribution of the previous generation Ampere GPU architecture was low. GPUs have achieved inference performance of more than 2 times, or LLM inference costs reduced by half. Additionally, the newest member of the Hopper family, the H200, was announced. It will be the first GPU to offer HBM3e, which can further accelerate AI and LLM generation. It will infer twice as fast as the H100 GPU.
Tour...