炸裂财报 + 双重大动作!英伟达 Q4 狂揽 681 亿,联手 Groq+OpenAI 改写 AI 格局
财联社 2 月 26 日电 北京时间 2 月 26 日，英伟达交出2026 财年 Q4 史上最强财报，CEO 黄仁勋同步官宣两大战略：引入 Groq 新技术扩产、与 OpenAI 合作协议已接近达成。业绩超预期 + 生态强强绑定，全球 AI 算力与大模型赛道迎来决定性拐点。一、Q4 财报硬核拆解：营收 681 亿同比 + 73%，数据中心统治级增长
英伟达 Q4 财报全面碾压市场预期：总营收 681.27 亿美元，同比增 73%、环比增 20%；净利润 429.6 亿美元，同比增 94%；毛利率 75.2%维持高位；全年营收首破2000 亿美元，达 2159.38 亿美元，同比增 65%。核心增长引擎数据中心业务营收 623 亿美元，同比增 75%、环比增 22%，占总营收超 91%，Blackwell 架构芯片大规模放量，云厂商资本开支持续加码，订单排至 2027 年。游戏、网络业务同步增长，全栈算力布局稳固。二、两大战略落地：Groq 补推理短板，OpenAI 锁生态闭环
黄仁勋明确表示，英伟达将整合Groq 低延迟 LPU 推理技术，补齐推理端性能短板，打造训练 + 推理全栈算力方案，覆盖云、边缘、终端全场景，进一步巩固行业主导地位。针对 OpenAI 合作，黄仁勋直言 **“We believe we are close”，双方有望达成深度战略合作，围绕大模型训练、推理优化、算力基建协同发力，形成顶级算力 + 头部大模型 ** 的终极生态闭环，重塑全球 AI 产业标准。三、行业影响：强者恒强，AI 算力进入赢家通吃时代
财报强劲叠加生态合作，英伟达的领先优势持续扩大：算力端 GPU+LPU 协同，降低成本、提升效率；模型端 OpenAI 获得稳定算力支撑，迭代速度再提速；产业层面上下游加速向头部集中，AI 算力长周期增长逻辑进一步确认。从芯片到生态，从业绩到战略，英伟达正以绝对实力引领全球 AI 发展，2026 年 AI 赛道的竞争格局已清晰定型。
Breaking: NVIDIA Q4 Revenue Hits $68.1B, Teams Up with Groq & OpenAI to Reshape AI
CLS, Feb 26 | Chinese-English VersionOn Feb 26 Beijing time, NVIDIA released itsstrongest Q4 earnings in fiscal 2026, with CEO Jensen Huang announcing two key strategies: adopting new technologies from Groq to expand product lines, and stating thata partnership with OpenAI is close to being finalized. Beat-and-beat results plus strategic alliances mark a decisive turning point for the global AI computing and large model industry.1. Q4 Earnings Breakdown: $68.1B Revenue Up 73% YoY, Data Center Dominates
NVIDIA’s Q4 earnings crushed market expectations:total revenue hit $68.127 billion, up 73% year-over-year (YoY) and 20% quarter-over-quarter (QoQ);net income reached $42.96 billion, up 94% YoY;gross margin stayed high at 75.2%. Full-year revenue topped **$200 billion** for the first time at $215.938 billion, up 65% YoY.The core growth enginedata center businessgenerated $62.3 billion in revenue, up 75% YoY and 22% QoQ, accounting for over 91% of total revenue. Blackwell architecture chips ramped up massively, cloud vendors lifted capex, and orders extend into 2027. Gaming and networking also grew, solidifying its full-stack computing portfolio.2. Two Strategic Moves: Groq Boosts Inference, OpenAI Locks Ecosystem
Jensen Huang confirmed NVIDIA will integrateGroq’s low-latency LPU inference technologyto strengthen inference performance, building a full-stack solution covering cloud, edge and devices, and further consolidating industry leadership.On the OpenAI partnership, Huang stated clearly:“We believe we are close”. The two sides are set to finalize a deep strategic cooperation on large model training, inference optimization and infrastructure, forming an ultimate ecosystem loop oftop-tier computing + flagship large models, resetting global AI industry standards.3. Industry Impact: Winner Takes All in AI Computing
Strong earnings plus ecosystem partnerships widen NVIDIA’s lead: in computing, GPU+LPU synergy cuts costs and boosts efficiency; in models, OpenAI secures stable compute for faster iteration; across the industry, the ecosystem converges toward leaders, confirming the long-term growth of AI computing.From chips to ecosystem, performance to strategy, NVIDIA leads global AI with unrivaled strength, defining the competitive landscape of AI in 2026.本文基于公开合作信息与行业数据撰写，不构成投资建议；数据以企业官方公告为准。This article is based on public cooperation information and industry data, does not constitute investment advice; data subject to official announcements.
