B · Normal
[NVIDIA: With the implementation of product price increases and the increase in the volume of new-generation high-margin products, the gross profit margin will be restored to 72%-73% in fiscal year 2028] On August 27, NVIDIA stated in an earnings call after the market closed on Wednesday that due to the continued unexpected price increase of global memory chips (DRAM/HBM), the company's gross profit margin will be under short-term pressure. The gross profit margin in Q3 of fiscal year 2027 is expected to be 74%, and will fall back to 71%-72% in Q4 and bottom out; with the implementation of product price increases and the increase in the volume of new-generation high-margin products, the gross profit margin in fiscal year 2028 will be restored to 72%-73%, and profitability resilience will remain strong. Management emphasized that the increase in storage prices is a supporting product of the explosion in demand for AI computing power. The rising costs also correspond to an increase in the overall prosperity of the industry, which is a benign industry inflation.
人工智能 🕐 2026-08-27 08:20

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