内容来源：https://techcrunch.com/2025/08/27/nvidia-reports-record-sales-as-the-ai-boom-continues/

内容总结：

全球市值最高的芯片企业英伟达公司周三发布财报，其单季营收达467亿美元，同比增长56%，连续多个季度保持强劲增长。业绩增长主要受人工智能相关业务驱动，其数据中心业务收入同比增幅达56%，规模达411亿美元。

财报显示，公司第二季度净利润达到264亿美元，同比大幅增长59%。其中最新一代Blackwell架构芯片贡献了270亿美元销售额。首席执行官黄仁勋称该芯片是"全球期待的AI平台"，并预测到2030年前全球AI基础设施投资将达3至4万亿美元。

在中国市场方面，英伟达坦言面临销售困境。上一季度其专为中国市场设计的H20芯片对华销售额为零，仅向中国境外客户销售了6.5亿美元。公司指出这是由于美国对华芯片出口管制政策存在不确定性所致，尽管近期已有部分中国客户获得许可，但基于这些许可的芯片尚未发货。据悉中国政府已明确不鼓励本土企业使用英伟达芯片，公司本月早些时候已暂停H20芯片生产。

英伟达预计第三季度营收将达到540亿美元，该预测未计入任何对华H20芯片发货量。

中文翻译：

全球市值最高的企业英伟达于周三发布财报，显示其销售额持续增长：季度总收入达467亿美元，同比增长56%。这一增长主要得益于以人工智能为主导的数据中心业务，其收入同比增幅达56%。
公司净利润较去年亦大幅提升，第二季度实现264亿美元净利润，同比增长59%。
本季度数据中心业务为英伟达贡献了411亿美元收入，表明市场对尖端GPU的需求持续增长。其中最新一代Blackwell架构芯片销售额达270亿美元。

首席执行官黄仁勋在财报声明中称："Blackwell正是世界期待的人工智能平台。人工智能竞赛已经开启，而Blackwell处于核心地位。"他表示预计到2030年前全球AI基础设施投资规模将达3-4万亿美元，并向分析师强调"未来五年投入3-4万亿美元是相当合理的预期"。

英伟达特别提及本月协助OpenAI发布开源模型gpt-oss的成果，称"单台Blackwell GB200 NVL72机架系统可实现每秒150万token的处理能力"。

财报同时披露其在中国市场面临的挑战：过去季度未向中国客户出售专供中国市场的H20芯片，但向海外客户销售了价值6.5亿美元的该型号芯片。尽管美国允许在缴纳15%出口税的前提下对华销售芯片，但首席财务官科莱特·克雷斯表示因相关安排未形成正式法规，目前基于临时许可证的H20设备尚未发货。中国政府已明确不鼓励本土企业使用英伟达芯片，据称公司本月早前已暂停H20芯片生产。

英伟达预计第三季度收入将达540亿美元，同时指出该预测可能存在2%的浮动区间且未计入对华H20芯片销售计划。

（注：原文中重复的会议推广段落及特朗普政府政策细节按中文阅读习惯进行整合精简，重点保留财报核心数据与业务动态）

英文来源：

Nvidia, the world’s most valuable company, reported another quarter of sustained sales growth in its earnings statement Wednesday, with $46.7 billion in revenue, a 56% increase compared to the same period last year. That growth was largely fueled by AI-dominated data center business, which saw a 56% year-over-year increase in revenue.
Nvidia also saw its net income grow substantially since last year. The company reported a net income of $26.4 billion in the second quarter, a 59% spike since the same period last year.
All told, the company brought in $41.1 billion in revenue from data center sales in the quarter, suggesting that AI companies’ demand for cutting-edge GPUs continues to grow. The company’s most advanced generation of chips, Blackwell, accounted for $27 billion of those sales.
“Blackwell is the AI platform the world has been waiting for,” said CEO Jensen Huang in a statement accompanying the release. “The AI race is on, and Blackwell is the platform at its center.”
Huang said that the company expects to see $3 to 4 trillion in AI infrastructure spending by the end of the decade. “$3 to 4 trillion is fairly sensible for the next five years,” he told one analyst.
The company made particular note of its role in the launch of OpenAI’s open source gpt-oss models earlier this month, which involved processing “1.5 million tokens per second on a single Nvidia Blackwell GB200 NVL72 rack-scale system.”
The earnings also gave a look at Nvidia’s ongoing struggle to sell its chips in Chinese markets. The company reported no sales of its China-focused H20 chip to Chinese customers in the past quarter; Nvidia did report $650 million worth of H20 chips had been sold to a customer outside China.
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The United States has long restricted sales of advanced GPUs to Chinese customers — but the geopolitical situation has changed significantly under President Trump. The company is now permitted to sell chips to China as long as it pays a 15% export tax to the U.S. Treasury, as a result of an unconventional arrangement that legal scholars have described as an unconstitutional abuse of power.
On the earnings call, Nvidia CFO Colette Kress made clear that the lack of shipment was a result of uncertainty around the arrangement, which has not been officially codified into a federal regulation. “While a select number of our China-based customers have received licenses over the past few weeks,” Kress said, “we have not shipped any H20 devices based on those licenses.”
Still, the Chinese government has officially discouraged the use of Nvidia chips by local businesses, leading the company to reportedly halt production of the H20 chip earlier this month.
Nvidia said it expects $54 billion in revenue in the third quarter. The company noted that its outlook for the third quarter, which could shift 2% in either direction, doesn’t include any H20 shipments to China.