<p><strong>英伟达</strong>(NVDA 3.52%) 由于其 AI 芯片的主导地位以及向多种相关产品的扩展，已经建立了一个人工智能 (AI) 帝国。但该公司并没有孤立自己，而是寻求与其他公司合作——甚至是规模较小的参与者——在这场 AI 热潮中。特别是一家公司成为了英伟达的重要盟友，那就是 <strong>CoreWeave</strong>(CRWV 0.39%)。</p>
<p>CoreWeave 于三月推出了首次公开募股，股票自此上涨了约 195%，得益于公司销售的激增——以及与英伟达的关系。到第二季度末，英伟达持有 CoreWeave 7% 的股份，而 CoreWeave 占英伟达投资组合的 91%。CoreWeave 的业务在很大程度上依赖于英伟达，因为该公司的专长是：通过其云平台向客户租赁英伟达的高性能图形处理单元 (GPU)。</p>
<p>现在，英伟达的最新举措——与 CoreWeave 达成 63 亿美元的交易——对两家公司的股东来说意味着重大事项。让我们仔细看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM5MDMvZ2V0dHlpbWFnZXMtNDU3MjA3NjY5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM5MDMvZ2V0dHlpbWFnZXMtNDU3MjA3NjY5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1300% 的收益</h2>
<p>不过，首先快速总结一下英伟达和 CoreWeave 的业务。如前所述，英伟达是 AI 芯片的领导者，其 GPU 和相关产品在过去几年中创造了创纪录的收入和利润。英伟达的芯片在市场上提供最高的性能，因此科技巨头们为了优先实现 AI 成功，纷纷抢购这些必不可少的工具。所有这些帮助英伟达的股票在过去五年中上涨了 1300%——并推动市场价值超过 4 万亿美元，使英伟达成为全球最大的公司。</p>
<p>如前所述，CoreWeave 通过其云平台为客户提供访问英伟达计算的机会。客户可以按小时或长期租赁 GPU，这为他们提供了极大的灵活性。CoreWeave 在 32 个数据中心拥有约 250,000 个 GPU，并且是首个将英伟达最新创新普遍提供的公司。所有这些都转化为超常的收入增长，最新季度的销售额增长了三倍。CoreWeave 显然依赖于英伟达的成功，因为对英伟达 GPU 的需求推动了其收入的增长——如果需求下降，不仅英伟达会受到影响，CoreWeave 也会受到影响。</p>
<p>这让我谈到两家公司之间的最新交易。英伟达与 CoreWeave 签署了一份 63 亿美元的订单，确保这家芯片领导者将购买 CoreWeave 无法向客户销售的任何云容量。该交易延续了 2023 年的协议，涵盖至 2032 年 4 月 13 日。</p>
<h2>消除风险</h2>
<p>这份订单对两家公司及其股东来说意味着不同但重要的事情。对于 CoreWeave 来说，这消除了公司被困于过剩产能的重大风险。尽管 AI 支出的未来看起来光明，但即使是短期内的支出下降也可能对公司造成损失。因此，英伟达同意在潜在情况下介入，意味着如果需求出现下降，这不会影响 CoreWeave 的销售。因此，股东们可能会松一口气，而那些担心这一风险的谨慎投资者可能会考虑投资 CoreWeave。</p>
<p>至于英伟达，这一举措表明公司对未来几年 AI 产能的需求充满信心。如果科技巨头看到前景中有重大放缓，它不太可能同意这样的交易。这进一步强化了英伟达几周前的预测，即到本世纪末，AI 基础设施支出可能达到 4 万亿美元。英伟达过去曾表示，其客户为其提供了关于即将需求的可见性——因此这家芯片设计公司对需求情况的演变有很好的了解。</p>
<p>所有这些意味着，英伟达与 CoreWeave 之间的最新交易对两家公司的股东来说都是好消息——对于 CoreWeave，这项协议降低了风险，而对于英伟达，这项协议确认了 AI 的需求依然强劲。</p>
<p>考虑到这一点，这两家公司都是值得购买和持有的优秀 AI 股票，因为这一 AI 增长故事正在发展。</p>

英伟达

CRWV

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>英伟达与 CoreWeave 签署了一项价值 63 亿美元的协议，确保其将在 2032 年 4 月之前购买 CoreWeave 的任何未售出云计算能力。这项协议降低了 CoreWeave 的过剩产能风险，并表明了英伟达对持续的人工智能需求的信心。CoreWeave 租用英伟达的 GPU，自上市以来，其股价已上涨 195%，而英伟达的股价在五年内上涨了 1300%。这项交易被视为对两家公司股东的利好，进一步巩固了人工智能领域的增长潜力</p>

<p><strong>Nvidia</strong>(NVDA 3.52%) has built an artificial intelligence (AI) empire thanks to the dominance of its AI chips and its expansion into a wide variety of other related offerings. But the company isn't isolating itself, and instead, has looked to work with others -- even much smaller players -- in this AI boom. One company in particular has become a key Nvidia ally, and that's <strong>CoreWeave</strong>(CRWV 0.39%).</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 3.52%) 由于其 AI 芯片的主导地位以及向多种相关产品的扩展，已经建立了一个人工智能 (AI) 帝国。但该公司并没有孤立自己，而是寻求与其他公司合作——甚至是规模较小的参与者——在这场 AI 热潮中。特别是一家公司成为了英伟达的重要盟友，那就是 <strong>CoreWeave</strong>(CRWV 0.39%)。</p>
</div><p>CoreWeave launched an initial public offering in March, and the stock has since surged about 195%, buoyed by the company's soaring sales -- and its relationship with Nvidia. The AI chip giant held a 7% stake in CoreWeave as of the end of the second quarter, and CoreWeave makes up 91% of Nvidia's investment portfolio. And CoreWeave's business relies heavily on Nvidia as the company's specialty is the following: It rents out Nvidia's high-powered graphics processing units (GPUs) to customers through its cloud platform.</p>
<div class="lb-trans"><p>CoreWeave 于三月推出了首次公开募股，股票自此上涨了约 195%，得益于公司销售的激增——以及与英伟达的关系。到第二季度末，英伟达持有 CoreWeave 7% 的股份，而 CoreWeave 占英伟达投资组合的 91%。CoreWeave 的业务在很大程度上依赖于英伟达，因为该公司的专长是：通过其云平台向客户租赁英伟达的高性能图形处理单元 (GPU)。</p>
</div><p>Now, Nvidia's latest move -- a $6.3 billion deal with CoreWeave -- signals something big for shareholders of both companies. Let's take a closer look.</p>
<div class="lb-trans"><p>现在，英伟达的最新举措——与 CoreWeave 达成 63 亿美元的交易——对两家公司的股东来说意味着重大事项。让我们仔细看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM5MDMvZ2V0dHlpbWFnZXMtNDU3MjA3NjY5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F833903%2Fgettyimages-457207669.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>A 1,300% gain</h2>
<div class="lb-trans"><h2>1300% 的收益</h2>
</div><p>First, though, a quick summary of the businesses of Nvidia and CoreWeave. As mentioned, Nvidia is the AI chip leader, with its GPUs and related products delivering record revenue and earnings over the past few years. Nvidia's chips offer the highest performance on the market, so tech giants, prioritizing AI success, have rushed to get in on these essential tools. All of this has helped Nvidia stock climb 1,300% over the past five years -- and pushed market value past $4 trillion to make Nvidia the world's biggest company.</p>
<div class="lb-trans"><p>不过，首先快速总结一下英伟达和 CoreWeave 的业务。如前所述，英伟达是 AI 芯片的领导者，其 GPU 和相关产品在过去几年中创造了创纪录的收入和利润。英伟达的芯片在市场上提供最高的性能，因此科技巨头们为了优先实现 AI 成功，纷纷抢购这些必不可少的工具。所有这些帮助英伟达的股票在过去五年中上涨了 1300%——并推动市场价值超过 4 万亿美元，使英伟达成为全球最大的公司。</p>
</div><p>CoreWeave, as mentioned, offers customers access to Nvidia compute through its cloud platform. Customers may rent GPUs by the hour or for the long term, and this offers them great flexibility. CoreWeave holds about 250,000 GPUs across 32 data centers and has been the first to make Nvidia's latest innovations generally available. All of this has translated into outsized revenue growth, with sales tripling in the latest quarter. CoreWeave clearly depends on Nvidia's success as demand for Nvidia GPUs power its revenue higher -- if demand were to decline, not only would Nvidia suffer, but so would CoreWeave.</p>
<div class="lb-trans"><p>如前所述，CoreWeave 通过其云平台为客户提供访问英伟达计算的机会。客户可以按小时或长期租赁 GPU，这为他们提供了极大的灵活性。CoreWeave 在 32 个数据中心拥有约 250,000 个 GPU，并且是首个将英伟达最新创新普遍提供的公司。所有这些都转化为超常的收入增长，最新季度的销售额增长了三倍。CoreWeave 显然依赖于英伟达的成功，因为对英伟达 GPU 的需求推动了其收入的增长——如果需求下降，不仅英伟达会受到影响，CoreWeave 也会受到影响。</p>
</div><p>And this brings me to the latest deal between the two companies. Nvidia signed a $6.3 billion order with CoreWeave, ensuring that the chip leader will buy any cloud capacity that CoreWeave is unable to sell to customers. The deal, extending a 2023 agreement, covers the period through April 13, 2032.</p>
<div class="lb-trans"><p>这让我谈到两家公司之间的最新交易。英伟达与 CoreWeave 签署了一份 63 亿美元的订单，确保这家芯片领导者将购买 CoreWeave 无法向客户销售的任何云容量。该交易延续了 2023 年的协议，涵盖至 2032 年 4 月 13 日。</p>
</div><h2>Eliminating a risk</h2>
<div class="lb-trans"><h2>消除风险</h2>
</div><p>This order signals something different -- but significant -- for both companies and their shareholders. For CoreWeave, this removes the big risk of the company being stuck with excess capacity. Though the future of AI spending looks bright, any dip in spending, even over a short period, could be costly for the company. So, Nvidia's agreement to potentially step in means that if any drop in demand happens, it won't hurt CoreWeave's sales. As a result, shareholders may breathe a sigh of relief, and cautious investors who have worried about this risk may consider getting in on CoreWeave.</p>
<div class="lb-trans"><p>这份订单对两家公司及其股东来说意味着不同但重要的事情。对于 CoreWeave 来说，这消除了公司被困于过剩产能的重大风险。尽管 AI 支出的未来看起来光明，但即使是短期内的支出下降也可能对公司造成损失。因此，英伟达同意在潜在情况下介入，意味着如果需求出现下降，这不会影响 CoreWeave 的销售。因此，股东们可能会松一口气，而那些担心这一风险的谨慎投资者可能会考虑投资 CoreWeave。</p>
</div><p>As for Nvidia, this move suggests the company truly is confident about the demand for AI capacity over the next several years. It's unlikely the tech giant would agree to such a deal if it saw a major slowdown on the horizon. This reinforces Nvidia's prediction a few weeks ago that AI infrastructure spending may reach $4 trillion by the end of the decade. Nvidia has said in the past that its customers offer it visibility about their upcoming needs -- so the chip designer has a good idea of how the demand situation will evolve.</p>
<div class="lb-trans"><p>至于英伟达，这一举措表明公司对未来几年 AI 产能的需求充满信心。如果科技巨头看到前景中有重大放缓，它不太可能同意这样的交易。这进一步强化了英伟达几周前的预测，即到本世纪末，AI 基础设施支出可能达到 4 万亿美元。英伟达过去曾表示，其客户为其提供了关于即将需求的可见性——因此这家芯片设计公司对需求情况的演变有很好的了解。</p>
</div><p>All of this means this latest deal between Nvidia and CoreWeave is fantastic news for shareholders of both companies -- for CoreWeave, the agreement lowers risk, and for Nvidia, the agreement confirms that demand for AI is going strong.</p>
<div class="lb-trans"><p>所有这些意味着，英伟达与 CoreWeave 之间的最新交易对两家公司的股东来说都是好消息——对于 CoreWeave，这项协议降低了风险，而对于英伟达，这项协议确认了 AI 的需求依然强劲。</p>
</div><p>Considering this, both of these companies make great AI stocks to buy and hold onto as this AI growth story develops.</p>
<div class="lb-trans"><p>考虑到这一点，这两家公司都是值得购买和持有的优秀 AI 股票，因为这一 AI 增长故事正在发展。</p>
</div>

Nvidia's $6.3 Billion Deal With CoreWeave Signals Something Big for Shareholders of Both Companies

- Nvidia 与 CoreWeave 签署 63 亿美元订单，确保云计算能力销售。  
- CoreWeave 依赖 Nvidia 的 GPU 租赁业务，销售在最新季度增长三倍。  
- 此协议降低 CoreWeave 风险，表明 Nvidia 对 AI 需求的信心。  

英伟达与 Coreweave 达成的 63 亿美元交易对两家公司股东来说预示着重大事件