Exponential View 周报：Nvidia 季度营收翻倍至 962 亿美元
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Exponential View 最新周报显示，Nvidia 上季度营收同比增长逾一倍，达到 962 亿美元。报告还指出，自 2024 年 4 月以来前沿模型能力加速提升，而美国超大规模数据中心对周边家庭电费的总体影响仅为边际水平。
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Here’s the latest roundup of our data signals across AI, energy & markets.
Every week, we share the latest updates on the state of the AI economy based on our own latest research and tracking.
More models have shipped since we published our State of the AI Economy report in June. At the time, we highlighted that a frontier model is a rapidly depreciating asset. This remains true even at the highest GPQA Diamond grades, where the pricing power of a new model quickly vanishes.
See our State of the AI Economy 2026 report for more.
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Demand continues. Nvidia’s revenue more than doubled year-on-year to $96.2 billion last quarter.
Reasoning boost. Frontier model capability has accelerated since April 2024 .
Small addition. On average, hyperscale data centers in the US have only a marginal impact on nearby households’ power bills . 1