10-Q Filing Analysis

NVIDIA CORP

$NVDA
December 11, 2025
4 min read

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Original SEC Filing

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πŸ’‘ μ—”λΉ„λ””μ•„, AI λΆˆκ½ƒ μœ„μ—μ„œ μΆ€μΆ”λ‹€: 3λΆ„κΈ° 싀적, λ‹¨μˆœν•œ 숫자λ₯Ό λ„˜μ–΄μ„œ!

πŸ’‘ 핡심 μš”μ•½: μ—”λΉ„λ””μ•„λŠ” AI μ—΄κΈ°κ°€ 식을 쀄 λͺ¨λ₯΄λŠ” κ°€μš΄λ° λ‹€μ‹œ ν•œλ²ˆ 압도적인 싀적을 λ°œν‘œν–ˆμŠ΅λ‹ˆλ‹€. 특히 데이터센터 λΆ€λ¬Έμ˜ 폭발적인 μ„±μž₯κ³Ό Blackwell μ•„ν‚€ν…μ²˜μ˜ 성곡적인 μ‹œμž₯ μ•ˆμ°©μ€ μ—”λΉ„λ””μ•„κ°€ λ‹¨μˆœν•œ λ°˜λ„μ²΄ 기업을 λ„˜μ–΄ AI μ‹œλŒ€μ˜ 핡심 인프라 μ œκ³΅μžμž„μ„ 증λͺ…ν•©λ‹ˆλ‹€. ν•˜μ§€λ§Œ 지정학적 λ¦¬μŠ€ν¬μ™€ 곡급망 κ΄€λ¦¬λŠ” μ—¬μ „νžˆ λ„˜μ–΄μ•Ό ν•  μ‚°μž…λ‹ˆλ‹€.

πŸ“Š μ£Όμš” 재무 ν•˜μ΄λΌμ΄νŠΈ (2025λ…„ 10μ›” 26일 마감 λΆ„κΈ°)

μ§€ν‘œ κΈˆμ•‘ (백만 λ‹¬λŸ¬) μ „λ…„ 동기 λŒ€λΉ„ λ³€ν™” μ „λΆ„κΈ° λŒ€λΉ„ λ³€ν™” 영ν–₯
맀좜 57,006 +62% +22% AI μˆ˜μš” 폭발둜 μΈν•œ 경이둜운 μ„±μž₯
총 이읡λ₯  73.4% -1.2%p +1.0%p Blackwell μ „ν™˜μ— λ”°λ₯Έ μ‘°μ •, μ—¬μ „νžˆ 높은 μˆ˜μ΅μ„± μœ μ§€
μ˜μ—… 이읡 36,010 +65% +27% 맀좜 μ„±μž₯에 νž˜μž…μ€ κ°•λ ₯ν•œ μˆ˜μ΅μ„±
순이읡 31,910 +65% +21% μ£Όλ‹Ή 순이읡 κΈ‰μ¦μœΌλ‘œ μ£Όμ£Ό ν™˜μ› κΈ°λŒ€
희석 EPS 1.30 +67% +20% μ£Όλ‹Ή 이읡 λŒ€ν­ μƒμŠΉ, 투자 λ§€λ ₯ 증가

πŸ’° 이 λ³΄κ³ μ„œκ°€ λ“œλŸ¬λ‚΄λŠ” μ‹ ν˜ΈλŠ” λ¬΄μ—‡μΈκ°€μš”?

λΉ„μ¦ˆλ‹ˆμŠ€ μ„±κ³Ό

μ—”λΉ„λ””μ•„μ˜ μ„±μž₯은 마치 AI 혁λͺ…μ˜ λΆˆκ½ƒμ„ μ—°λ£Œ μ‚Όμ•„ λ‚ μ•„μ˜€λ₯΄λŠ” λ‘œμΌ“ κ°™μŠ΅λ‹ˆλ‹€. 특히 데이터센터 뢀문은 κ·Έμ•Όλ§λ‘œ '미친 μ„±μž₯μ„Έ'λ₯Ό 보이고 μžˆμŠ΅λ‹ˆλ‹€.

쒋은 μ†Œμ‹ πŸ“ˆ

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