<p><strong>英伟达</strong>(NVDA 5.63%) 的股价在周二大幅上涨，最高涨幅达到 6.4%。截至东部时间上午 11:35，该股仍上涨 5.6%。</p>
<p>推动这家人工智能（AI）芯片制造商股价上涨的催化剂是公司可能获得更大进入两个重要市场的机会的消息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTgxNjEvbnZpZGlhLWdiMjAwLWdyYWNlLWJsYWNrd2VsbC1zdXBlcmNoaXAuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTgxNjEvbnZpZGlhLWdiMjAwLWdyYWNlLWJsYWNrd2VsbC1zdXBlcmNoaXAuanBnJnc9NzAw"/></p>
<p>图片来源：英伟达。</p>
<h2>芯片来袭</h2>
<p>根据《纽约时报》的报道，周一晚间有消息称，特朗普政府正在考虑一项交易，涉及向位于阿联酋的 G42 公司大规模出售以 AI 为中心的芯片。这笔交易可能会将数十万块图形处理单元（GPU）发送给这家阿联酋的 AI 专家及其美国合作伙伴 OpenAI。</p>
<p>不到 24 小时后，英伟达宣布与沙特阿拉伯公司 Humain 达成战略合作，出售超过 18,000 块以 AI 为中心的芯片。这些先进的 GB300 Blackwell 芯片将为该中东国家的一个 500 兆瓦数据中心提供动力。</p>
<p>这些报道是在特朗普政府决定撤销所谓的 AI 扩散规则之后发布的，该规则本将限制英伟达在该地区销售其最先进的处理器。</p>
<h2>大事件的开始？</h2>
<p>投资者一直担心，对向美国以外的公司销售 GPU 的严格控制会限制英伟达的发展潜力，给公司的未来增长前景带来疑虑。特朗普政府愿意修订这些规则似乎为英伟达打开了新的机会。</p>
<p>而且，英伟达的股价仅为明年预期收益的 29 倍，具有吸引力。</p>

英伟达

<p>英伟达的股票在周二上涨了最多 6.4%，这主要受到两个重要事件的推动。特朗普政府 reportedly 正在考虑与阿联酋的 G42 达成一项大规模的 AI 芯片销售协议，可能涉及数十万块 GPU。此外，英伟达还宣布与沙特阿拉伯的 Humain 建立合作关系，为一个新的数据中心提供超过 18,000 块 AI 芯片。这些举措是在政府决定撤销 AI 扩散规则之后进行的，缓解了对 GPU 销售更严格控制的担忧，并为英伟达带来了新的增长机会</p>

<p>Shares of <strong>Nvidia</strong>(NVDA 5.63%) were off to the races on Tuesday, climbing as much as 6.4%. As of 11:35 a.m. ET, the stock was still up 5.6%.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 5.63%) 的股价在周二大幅上涨，最高涨幅达到 6.4%。截至东部时间上午 11:35，该股仍上涨 5.6%。</p>
</div><p>The catalyst that sent the artificial intelligence (AI) chipmaker higher was news that the company could gain greater access to two important markets.</p>
<div class="lb-trans"><p>推动这家人工智能（AI）芯片制造商股价上涨的催化剂是公司可能获得更大进入两个重要市场的机会的消息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTgxNjEvbnZpZGlhLWdiMjAwLWdyYWNlLWJsYWNrd2VsbC1zdXBlcmNoaXAuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F818161%2Fnvidia-gb200-grace-blackwell-superchip.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Nvidia.</p>
<div class="lb-trans"><p>图片来源：英伟达。</p>
</div><h2>Chips ahoy</h2>
<div class="lb-trans"><h2>芯片来袭</h2>
</div><p>A story broke late Monday that the Trump administration was considering a deal that would involve a large-scale sale of AI-centric chips to G42, a company located in the United Arab Emirates, according to a report in <em>The New York Times.</em> The deal could send hundreds of thousands of graphics processing units (GPUs) to the Emirati AI specialist and its U.S. partner, OpenAI.</p>
<div class="lb-trans"><p>根据《纽约时报》的报道，周一晚间有消息称，特朗普政府正在考虑一项交易，涉及向位于阿联酋的 G42 公司大规模出售以 AI 为中心的芯片。这笔交易可能会将数十万块图形处理单元（GPU）发送给这家阿联酋的 AI 专家及其美国合作伙伴 OpenAI。</p>
</div><p>Then, less than 24 hours later, Nvidia announced a strategic partnership with Saudi Arabian company Humain to sell more than 18,000 AI-centric chips. These state-of-the-art GB300 Blackwell chips will power a 500-megawatt data center in the Middle Eastern country.</p>
<div class="lb-trans"><p>不到 24 小时后，英伟达宣布与沙特阿拉伯公司 Humain 达成战略合作，出售超过 18,000 块以 AI 为中心的芯片。这些先进的 GB300 Blackwell 芯片将为该中东国家的一个 500 兆瓦数据中心提供动力。</p>
</div><p>These reports come on the heels of the Trump administration's decision to rescind the so-called AI Diffusion Rule, which would have limited the sale of Nvidia's most advanced processors in the region.</p>
<div class="lb-trans"><p>这些报道是在特朗普政府决定撤销所谓的 AI 扩散规则之后发布的，该规则本将限制英伟达在该地区销售其最先进的处理器。</p>
</div><h2>The start of something big?</h2>
<div class="lb-trans"><h2>大事件的开始？</h2>
</div><p>Investors have been concerned that stricter controls on the sale of GPUs to companies outside the U.S. would hamstring Nvidia, casting doubt on the company's potential for future growth. The willingness of the Trump administration to revise these rules seems like it is opening up new opportunities for Nvidia.</p>
<div class="lb-trans"><p>投资者一直担心，对向美国以外的公司销售 GPU 的严格控制会限制英伟达的发展潜力，给公司的未来增长前景带来疑虑。特朗普政府愿意修订这些规则似乎为英伟达打开了新的机会。</p>
</div><p>And at just 29 times next year's expected earnings, Nvidia stock is attractively priced.</p>
<div class="lb-trans"><p>而且，英伟达的股价仅为明年预期收益的 29 倍，具有吸引力。</p>
</div>

Two Key Developments Sparked a Rally for Nvidia Stock on Tuesday

- Nvidia 股价上涨，最高涨幅达 6.4%。  
- 消息称特朗普政府考虑与 G42 达成大规模 AI 芯片交易。  
- Nvidia 与沙特公司 Humain 合作，销售 18,000 个 AI 芯片。  

两项关键进展推动了周二英伟达股票的上涨