<p><strong>英伟达</strong>(NVDA 3.91%) 显然在人工智能 (AI) 热潮的早期阶段中脱颖而出。该公司将芯片的开发重点放在服务 AI 市场上，这一赌注证明是成功的。由于英伟达的芯片是市场上最快的，渴望在 AI 领域取得成功的客户纷纷涌向这家科技巨头。值得注意的是，这些芯片——图形处理单元 (GPU)——是推动关键 AI 任务的核心工具，使其成为 AI 成功的重要工具。</p>
<p>所有这些都在相当短的时间内推动了英伟达的增长——该公司的年收入从两年前的 270 亿美元飙升至去年的 1300 亿美元。如今，这一势头仍在继续，英伟达依然主导着 AI 芯片市场，并将其转化为创纪录的收入。在最近一个季度，收入增长了 56%，达到了约 460 亿美元。</p>
<p>投资者从一个季度欢呼到另一个季度，帮助该股在过去三年中上涨超过 1100%。今天的好消息是，这个令人兴奋的故事可能远未结束。事实上，英伟达首席执行官黄仁勋刚刚为股东宣布了令人难以置信的消息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI1NzcvZ2V0dHlpbWFnZXMtMTI3Mjc1OTM4Mi5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI1NzcvZ2V0dHlpbWFnZXMtMTI3Mjc1OTM4Mi5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>满足所有 AI 客户的需求</h2>
<p>不过，在深入探讨之前，让我们快速了解一下英伟达的当前状况。如前所述，该公司已确立了自己作为领先的 AI 芯片设计师的地位。但英伟达并没有止步于此。近年来，该公司建立了一个完整的 AI 产品和服务平台，以满足任何客户的需求——从小型初创企业到大型云服务提供商。</p>
<p>为了增强市场实力，英伟达承诺每年更新其芯片，这一举措将使竞争对手很难赶超。英伟达兑现了这一承诺，去年底推出了 Blackwell 架构，并最近发布了 Blackwell Ultra 更新——该公司现在表示，计划在明年推出其下一个创新产品 Rubin。</p>
<p>所有这些都为英伟达的长期成功奠定了基础，但还有一个英伟达无法控制的因素是必要的，那就是需求。英伟达依赖客户建立基础设施和 AI 平台，以便他们真正需要其产品和服务。任何支出放缓都可能损害英伟达的增长，并促使投资者对这只高飞的股票转身离去。</p>
<h2>万亿美元的收入机会</h2>
<p>这让我想到了英伟达的黄仁勋在公司最新财报中传递的好消息。黄仁勋预测，到本世纪末，AI 基础设施支出可能达到 4 万亿美元，因为其最大客户将投资于他们的平台。考虑到英伟达在过去至少占据了数据中心支出的 25%，这可能代表着这家科技巨头的 1 万亿美元收入机会。</p>
<p>相比之下，正如我之前提到的，英伟达在最新的完整年度报告中创下了 1300 亿美元的收入——因此，如果基础设施支出符合黄仁勋的预测，英伟达已经强劲的收入可能会大幅飙升。</p>
<p>值得注意的是，除了我上面提到的几点，英伟达还可能会看到客户的持续忠诚度——那些准备投资 4 万亿美元的客户——原因如下：对于公司来说，全面投入英伟达是简单的，从长远来看可能更便宜。客户会在所有云平台上找到英伟达，而英伟达对能源效率的关注——黄仁勋表示，该公司的每瓦特性能超过竞争对手——应该会随着时间的推移为用户带来更低的总拥有成本。如果客户逐渐看到这种成本节约，他们可能会因为平台的质量和产生更高利润的能力而继续选择英伟达。</p>
<h2>增长可能处于早期阶段</h2>
<p>所有这些对股东来说都是好消息，因为这表明英伟达的增长机会实际上可能处于早期阶段——未来可能还有更多季度的盈利增长。当然，股票可能不会直线攀升，因为从关键客户的支出下降到令人失望的经济消息都可能在某些时刻对股票造成压力。而且英伟达必须确保能够保持其创新时间表的进度——在这方面的挫折也会影响股票表现。</p>
<p>但是，即使英伟达遇到这些或其他暂时性问题，黄仁勋的最新消息也强化了公司长期故事的实力——这使得英伟达成为一只优秀的买入并持有的股票。</p>

英伟达

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

<p>英伟达已成为人工智能芯片市场的领导者，收入在两年内从 270 亿美元飙升至 1300 亿美元。首席执行官黄仁勋宣布，到本十年末，人工智能基础设施支出可能达到 4 万亿美元，这为英伟达提供了 1 万亿美元的收入机会。该公司持续创新，每年更新芯片，并专注于能源效率，使其成为客户的首选。尽管市场可能出现波动，英伟达的增长前景依然强劲，使其成为投资者的优选股票</p>

<p><strong>Nvidia</strong>(NVDA 3.91%) clearly emerged as the winner of the early phases of the artificial intelligence (AI) boom. The company focused the development of its chips on serving the AI market, and this bet turned out to be a good one. Since Nvidia's chips were the fastest around, customers eager to excel in AI flocked to the tech giant. And it's important to note that these chips -- graphics processing units (GPUs) -- are key to driving essential AI tasks, making them a crucial tool for AI success.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 3.91%) 显然在人工智能 (AI) 热潮的早期阶段中脱颖而出。该公司将芯片的开发重点放在服务 AI 市场上，这一赌注证明是成功的。由于英伟达的芯片是市场上最快的，渴望在 AI 领域取得成功的客户纷纷涌向这家科技巨头。值得注意的是，这些芯片——图形处理单元 (GPU)——是推动关键 AI 任务的核心工具，使其成为 AI 成功的重要工具。</p>
</div><p>All of this supercharged Nvidia's growth in a pretty short period of time -- the company's annual revenue soared to $130 billion last year from $27 billion only two years earlier. And today the momentum continues, with Nvidia still dominating the AI chip market and translating that into record revenue. In the recent quarter, revenue climbed 56% to about $46 billion.</p>
<div class="lb-trans"><p>所有这些都在相当短的时间内推动了英伟达的增长——该公司的年收入从两年前的 270 亿美元飙升至去年的 1300 亿美元。如今，这一势头仍在继续，英伟达依然主导着 AI 芯片市场，并将其转化为创纪录的收入。在最近一个季度，收入增长了 56%，达到了约 460 亿美元。</p>
</div><p>Investors have cheered the company on from quarter to quarter, helping the stock advance more than 1,100% over the past three years. And today the great news is this exciting story may be far from over. In fact, Nvidia chief Jensen Huang just announced incredible news for shareholders.</p>
<div class="lb-trans"><p>投资者从一个季度欢呼到另一个季度，帮助该股在过去三年中上涨超过 1100%。今天的好消息是，这个令人兴奋的故事可能远未结束。事实上，英伟达首席执行官黄仁勋刚刚为股东宣布了令人难以置信的消息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI1NzcvZ2V0dHlpbWFnZXMtMTI3Mjc1OTM4Mi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832577%2Fgettyimages-1272759382.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Suiting the needs of all AI customers</h2>
<div class="lb-trans"><h2>满足所有 AI 客户的需求</h2>
</div><p>Before diving in, though, let's take a quick look at Nvidia's current situation. As mentioned, the company has established itself as the leading AI chip designer. But Nvidia hasn't stopped there. In recent years, the company has built out an entire platform of AI products and services to suit the needs of any customer -- from the small start-up to the massive cloud service provider.</p>
<div class="lb-trans"><p>不过，在深入探讨之前，让我们快速了解一下英伟达的当前状况。如前所述，该公司已确立了自己作为领先的 AI 芯片设计师的地位。但英伟达并没有止步于此。近年来，该公司建立了一个完整的 AI 产品和服务平台，以满足任何客户的需求——从小型初创企业到大型云服务提供商。</p>
</div><p>And to reinforce its market strength, Nvidia pledged to update its chips on an annual basis, a move that will make it very difficult for rivals to surge ahead. Nvidia has followed through on this promise, launching the Blackwell architecture late last year and recently releasing the Blackwell Ultra update -- and the company now says it's on track to deliver its next innovation, Rubin, next year.</p>
<div class="lb-trans"><p>为了增强市场实力，英伟达承诺每年更新其芯片，这一举措将使竞争对手很难赶超。英伟达兑现了这一承诺，去年底推出了 Blackwell 架构，并最近发布了 Blackwell Ultra 更新——该公司现在表示，计划在明年推出其下一个创新产品 Rubin。</p>
</div><p>All of this sets Nvidia up for long-term success, but one other element -- an element Nvidia can't control -- is necessary to seal the deal. And that's demand. Nvidia depends on customers building up infrastructure and AI platforms so that they'll actually need its products and services. Any slowdown in spending could hurt Nvidia's growth and prompt investors to turn their backs on the high-flying stock.</p>
<div class="lb-trans"><p>所有这些都为英伟达的长期成功奠定了基础，但还有一个英伟达无法控制的因素是必要的，那就是需求。英伟达依赖客户建立基础设施和 AI 平台，以便他们真正需要其产品和服务。任何支出放缓都可能损害英伟达的增长，并促使投资者对这只高飞的股票转身离去。</p>
</div><h2>A trillion-dollar revenue opportunity</h2>
<div class="lb-trans"><h2>万亿美元的收入机会</h2>
</div><p>This brings me to the good news Nvidia's Jensen Huang delivered during the company's latest earnings report. Huang predicts AI infrastructure spending may reach as much as $4 trillion by the end of the decade as its biggest customers pour investment into their platforms. Considering that Nvidia has captured at least 25% of data center spending in the past, this could represent a $1 trillion revenue opportunity for the tech giant.</p>
<div class="lb-trans"><p>这让我想到了英伟达的黄仁勋在公司最新财报中传递的好消息。黄仁勋预测，到本世纪末，AI 基础设施支出可能达到 4 万亿美元，因为其最大客户将投资于他们的平台。考虑到英伟达在过去至少占据了数据中心支出的 25%，这可能代表着这家科技巨头的 1 万亿美元收入机会。</p>
</div><p>By comparison, as I mentioned earlier, Nvidia reported record revenue of $130 billion in the latest full year -- so if infrastructure spending meets Huang's forecast, Nvidia's already strong revenue could explode significantly higher.</p>
<div class="lb-trans"><p>相比之下，正如我之前提到的，英伟达在最新的完整年度报告中创下了 1300 亿美元的收入——因此，如果基础设施支出符合黄仁勋的预测，英伟达已经强劲的收入可能会大幅飙升。</p>
</div><p>It's important to note that, on top of the points I mentioned above, Nvidia also may see ongoing loyalty from customers -- those set to invest the $4 trillion -- for the following reason: It's easy, and over the long term, may be cheaper for companies to go all in on Nvidia. Customers will find Nvidia across all clouds, and Nvidia's focus on energy efficiency -- Huang says the company's performance per watt tops rivals -- should result in a lower total cost of ownership for users over time. If customers progressively see this cost savings, they're likely to stick with Nvidia for both the quality of the platform and the ability to generate wider margins.</p>
<div class="lb-trans"><p>值得注意的是，除了我上面提到的几点，英伟达还可能会看到客户的持续忠诚度——那些准备投资 4 万亿美元的客户——原因如下：对于公司来说，全面投入英伟达是简单的，从长远来看可能更便宜。客户会在所有云平台上找到英伟达，而英伟达对能源效率的关注——黄仁勋表示，该公司的每瓦特性能超过竞争对手——应该会随着时间的推移为用户带来更低的总拥有成本。如果客户逐渐看到这种成本节约，他们可能会因为平台的质量和产生更高利润的能力而继续选择英伟达。</p>
</div><h2>Growth may be in its early days</h2>
<div class="lb-trans"><h2>增长可能处于早期阶段</h2>
</div><p>All of this is fantastic news for shareholders as it shows Nvidia's growth opportunity may actually be in its early stages -- and many more quarters of earnings gains could lie ahead. Of course, the stock might not advance in a straight line, as anything from a dip in spending from a key customer to disappointing economic news could weigh on the stock at certain points in time. And Nvidia must ensure that it can keep its innovation timeline on track -- a setback here also would hurt stock performance.</p>
<div class="lb-trans"><p>所有这些对股东来说都是好消息，因为这表明英伟达的增长机会实际上可能处于早期阶段——未来可能还有更多季度的盈利增长。当然，股票可能不会直线攀升，因为从关键客户的支出下降到令人失望的经济消息都可能在某些时刻对股票造成压力。而且英伟达必须确保能够保持其创新时间表的进度——在这方面的挫折也会影响股票表现。</p>
</div><p>But, even if Nvidia encounters those or other temporary problems, Huang's latest news reinforces the strength of the company's long-term story -- and that makes Nvidia an excellent stock to buy and hold.</p>
<div class="lb-trans"><p>但是，即使英伟达遇到这些或其他暂时性问题，黄仁勋的最新消息也强化了公司长期故事的实力——这使得英伟达成为一只优秀的买入并持有的股票。</p>
</div>

Nvidia's Jensen Huang Just Announced Incredible News for Shareholders

- Nvidia 在人工智能市场中占据主导地位，年收入从 27 亿美元飙升至 1300 亿美元。  
- 预计 AI 基础设施支出到 2030 年将达 4 万亿美元，Nvidia 有望获得 1 万亿美元的收入机会。  
- 公司持续创新和客户忠诚度将推动长期增长，股东前景乐观。  

英伟达的黄仁勋刚刚宣布了一个令股东振奋的消息