针对 2027 财年第一季度，英伟达给出约 780 亿美元（上下浮动 2%）的营收指引。
Thomas Clements’ eyes begin dancing as he recalls in vivid detail his first trip to Highbury. It was 1995 and Ian Wright was among the scorers as QPR were defeated. Clements – named after Michael Thomas, scorer of Arsenal’s decisive second goal against Liverpool in their 1989 title decider – points to his dad, Kevin, standing a metre away. “I was sat on his shoulders in the North Bank,” he says.
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瑞银Nicolas Gaudois最新报告显示，DRAM预计供应短缺将持续到2027年第一季度，其中DDR需求增长20.7%，远超供应增长。NAND短缺情况预计延续至2026年第三季度。