<p><strong>英伟达</strong>(NVDA 0.34%) 最近采取了一项举措，这显然对 <strong>英特尔</strong>(INTC -3.22%) 是个好消息。这家人工智能 (AI) 芯片巨头本周承诺向英特尔投资 50 亿美元的普通股，以支持其处于困境中的竞争对手。</p>
<p>作为交易的一部分，英伟达将把英特尔的芯片集成到其 AI 基础设施平台中。人工智能是英特尔落后的一个领域，因此这笔交易可能标志着该公司的关键转机。</p>
<p>英特尔是中央处理器 (CPU) 的专家，CPU 是当今计算机的主要处理器，英伟达将利用英特尔 x86 CPU 架构的强大性能——结合其自身的高性能图形处理单元 (GPU)——来驱动 AI 任务。我们谈论的是市场上最好的 CPU 和 GPU，因此最终的平台应该是一个成功的组合。</p>
<p>这项投资对英特尔尤其积极，因为该公司在 AI 热潮加速的同时，收入下滑，利润在最新财年转为亏损，难以跟上步伐。其股票也随之下跌，过去五年下跌了 38%。</p>
<p>但英伟达的最新举措不仅对英特尔是个好消息。我的预测是，这可能是英伟达下一个万亿市值里程碑的催化剂。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQzMTcvZ2V0dHlpbWFnZXMtaW52ZXN0b3JzLWNvbXB1dGVyLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQzMTcvZ2V0dHlpbWFnZXMtaW52ZXN0b3JzLWNvbXB1dGVyLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>自 AI 热潮开始以来的英伟达</h2>
<p>因此，快速回顾一下自 AI 热潮开始以来的英伟达故事。该公司率先推出高性能 GPU，这帮助它在 AI 客户中建立了良好的声誉，并实现了收入的双位数和三位数增长。</p>
<p>不过，英伟达并没有仅限于 GPU，而是扩展到一系列相关产品，从网络解决方案到企业软件。所有这些都帮助其股票在五年内飙升了 1300%。</p>
<p>尽管英伟达在 GPU 设计方面是专家，但 CPU 并不是该公司的专长，因此它依赖于 <strong>Arm Holdings</strong> 的技术。与英特尔的协议不会改变英伟达与 Arm 的合作，但在这项新协议中，英伟达的平台也将支持英特尔的 CPU。英特尔将把英伟达 RTX GPU 芯片集成到其个人计算机 (PC) 系统中。</p>
<p>对英伟达来说，第一个积极因素是它将利用英特尔在 CPU 方面的优势，这一举措应该会大大增强其已经领先的 AI 产品，而该协议将扩大英伟达在 PC 市场的影响力。考虑到英伟达去年收入超过 1300 亿美元，今天现金超过 560 亿美元，这笔交易的代价相对较小。</p>
<h2>英伟达与特朗普总统</h2>
<p>但这项协议对英伟达最大的积极影响可能在于它如何影响公司与华盛顿的关系。特朗普总统一直支持在美国投资，政府最近甚至对英特尔持有 10% 的股份。特朗普政府可能会欣赏英伟达的举措，这可能使政府在对 AI 芯片领导者重要的议题上更加支持。</p>
<p>例如，英伟达最近几个月面临的两个挑战——涉及政府决策——是对进口芯片和零部件的潜在关税，以及美国对向中国销售芯片的限制。</p>
<p>政府最近在这些领域传递了好消息：在美国投资的公司在进口芯片时不会支付关税，美国已同意授予英伟达向中国销售芯片的许可证。但这些问题尚未完全解决，英伟达可能随时会受到华盛顿对其业务决策的影响。</p>
<h2>支持美国的 AI</h2>
<p>尽管如此，特朗普政府可能会对英伟达像政府一样投资英特尔并加强其对美国 AI 发展的承诺持积极态度。这可能促使政府在处理 AI 事务时表现出灵活性。底线是：英伟达已采取措施支持美国的 AI，而政府在做出决策时可能会考虑这一点。</p>
<p>几个月前，英伟达的市值达到了 4 万亿美元，成为首个达到这一里程碑的公司，并被冠以全球最大公司的称号。从今天的水平来看，股价上涨 17% 将使该公司达到 5 万亿美元。</p>
<p>我的预测是，我提到的与英特尔交易相关的所有积极因素可能成为推动英伟达迈向下一个万亿市值里程碑的催化剂。</p>

英特尔

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>英伟达宣布对英特尔投资 50 亿美元，将英特尔的芯片整合到其人工智能平台中。此次合作旨在提升英特尔在人工智能市场的地位，而该市场一直是其面临挑战的领域。英伟达的这一举措也可能成为其下一个万亿美元里程碑的催化剂，基于其在人工智能热潮中的成功。这一合作可能改善英伟达与美国政府的关系，从而有助于缓解监管挑战。英伟达的市值为 4 万亿美元，若股价上涨 17%，则有望达到 5 万亿美元，受益于与英特尔的这一交易</p>

<p><strong>Nvidia</strong>(NVDA 0.34%) has just made a move that clearly is great news for <strong>Intel</strong>(INTC -3.22%). The artificial intelligence (AI) chip powerhouse this week committed to investing $5 billion in the common stock of Intel, its beleaguered rival.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 0.34%) 最近采取了一项举措，这显然对 <strong>英特尔</strong>(INTC -3.22%) 是个好消息。这家人工智能 (AI) 芯片巨头本周承诺向英特尔投资 50 亿美元的普通股，以支持其处于困境中的竞争对手。</p>
</div><p>As part of the deal, Nvidia will integrate Intel's chips into its AI infrastructure platforms. AI is an area where Intel has fallen behind, so this deal could mark a key turnaround for the company.</p>
<div class="lb-trans"><p>作为交易的一部分，英伟达将把英特尔的芯片集成到其 AI 基础设施平台中。人工智能是英特尔落后的一个领域，因此这笔交易可能标志着该公司的关键转机。</p>
</div><p>Intel is an expert in central processing units (CPUs), the main processors in today's computers, and Nvidia will harness the power of the Intel x86 CPU architecture -- combined with its own high-powered graphics processing units (GPUs) -- to drive AI tasks. Together, we're talking about the best CPUs and GPUs on the market, so the resulting platform should be a winning one.</p>
<div class="lb-trans"><p>英特尔是中央处理器 (CPU) 的专家，CPU 是当今计算机的主要处理器，英伟达将利用英特尔 x86 CPU 架构的强大性能——结合其自身的高性能图形处理单元 (GPU)——来驱动 AI 任务。我们谈论的是市场上最好的 CPU 和 GPU，因此最终的平台应该是一个成功的组合。</p>
</div><p>This investment is particularly positive for Intel, since the company has struggled to keep up as the AI boom accelerated, while its revenue was declining and profit shifting to a loss in the latest fiscal year. And the stock has followed, dropping 38% over the past five years.</p>
<div class="lb-trans"><p>这项投资对英特尔尤其积极，因为该公司在 AI 热潮加速的同时，收入下滑，利润在最新财年转为亏损，难以跟上步伐。其股票也随之下跌，过去五年下跌了 38%。</p>
</div><p>But Nvidia's latest move isn't only a positive for Intel. My prediction is that this could be the catalyst for Nvidia's next trillion-dollar milestone.</p>
<div class="lb-trans"><p>但英伟达的最新举措不仅对英特尔是个好消息。我的预测是，这可能是英伟达下一个万亿市值里程碑的催化剂。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQzMTcvZ2V0dHlpbWFnZXMtaW52ZXN0b3JzLWNvbXB1dGVyLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834317%2Fgettyimages-investors-computer.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>Nvidia, since the start of the AI boom</h2>
<div class="lb-trans"><h2>自 AI 热潮开始以来的英伟达</h2>
</div><p>So, a quick look at Nvidia's story since the AI boom started. The company was first to market with high-performance GPUs, and that helped it build a fantastic reputation among AI customers -- and go on to grow revenue by the double and triple digits.</p>
<div class="lb-trans"><p>因此，快速回顾一下自 AI 热潮开始以来的英伟达故事。该公司率先推出高性能 GPU，这帮助它在 AI 客户中建立了良好的声誉，并实现了收入的双位数和三位数增长。</p>
</div><p>Nvidia didn't stick to GPUs only, though, and instead expanded into a full range of related products, from networking solutions to enterprise software. All of this has helped its shares soar 1,300% over five years.</p>
<div class="lb-trans"><p>不过，英伟达并没有仅限于 GPU，而是扩展到一系列相关产品，从网络解决方案到企业软件。所有这些都帮助其股票在五年内飙升了 1300%。</p>
</div><p>Though Nvidia is an expert in GPU design, CPUs haven't been the company's specialty, and here, it's relied on the technology of <strong>Arm Holdings</strong>. The agreement with Intel won't change Nvidia's work with Arm, but in this new deal, Nvidia's platform also will support Intel CPUs. And Intel will integrate Nvidia RTX GPU chiplets into its personal computing (PC) systems.</p>
<div class="lb-trans"><p>尽管英伟达在 GPU 设计方面是专家，但 CPU 并不是该公司的专长，因此它依赖于 <strong>Arm Holdings</strong> 的技术。与英特尔的协议不会改变英伟达与 Arm 的合作，但在这项新协议中，英伟达的平台也将支持英特尔的 CPU。英特尔将把英伟达 RTX GPU 芯片集成到其个人计算机 (PC) 系统中。</p>
</div><p>The first positive for Nvidia is that it will offer Intel's strengths in CPUs, a move that should supercharge its already leading AI offerings, and the agreement will expand Nvidia's presence in the PC market. This is for a small price, considering Nvidia generated more than $130 billion in revenue last year and today has more than $56 billion in cash.</p>
<div class="lb-trans"><p>对英伟达来说，第一个积极因素是它将利用英特尔在 CPU 方面的优势，这一举措应该会大大增强其已经领先的 AI 产品，而该协议将扩大英伟达在 PC 市场的影响力。考虑到英伟达去年收入超过 1300 亿美元，今天现金超过 560 亿美元，这笔交易的代价相对较小。</p>
</div><h2>Nvidia and President Trump</h2>
<div class="lb-trans"><h2>英伟达与特朗普总统</h2>
</div><p>But the biggest positive for Nvidia in this agreement may be how it impacts the company's relationships in Washington. President Donald Trump has favored investing in America, and the government even recently took a 10% stake in Intel. It's likely the Trump administration will appreciate Nvidia's move, and that could make the government more supportive of subjects that are important to the AI chip leader.</p>
<div class="lb-trans"><p>但这项协议对英伟达最大的积极影响可能在于它如何影响公司与华盛顿的关系。特朗普总统一直支持在美国投资，政府最近甚至对英特尔持有 10% 的股份。特朗普政府可能会欣赏英伟达的举措，这可能使政府在对 AI 芯片领导者重要的议题上更加支持。</p>
</div><p>For example, two challenges Nvidia has faced in recent months -- and they involve government decisions -- are the potential for tariffs on imported chips and parts, and a U.S. restriction on sales of chips to China.</p>
<div class="lb-trans"><p>例如，英伟达最近几个月面临的两个挑战——涉及政府决策——是对进口芯片和零部件的潜在关税，以及美国对向中国销售芯片的限制。</p>
</div><p>The government has delivered good news in those areas in recent months: Companies that invest in the U.S. won't pay tariffs on the importation of chips, and the U.S. has agreed to grant Nvidia licenses to sell chips to China. But these issues aren't completely settled, and Nvidia may at any point feel an impact from a decision in Washington on its business.</p>
<div class="lb-trans"><p>政府最近在这些领域传递了好消息：在美国投资的公司在进口芯片时不会支付关税，美国已同意授予英伟达向中国销售芯片的许可证。但这些问题尚未完全解决，英伟达可能随时会受到华盛顿对其业务决策的影响。</p>
</div><h2>Supporting AI in the U.S.</h2>
<div class="lb-trans"><h2>支持美国的 AI</h2>
</div><p>Still, the Trump administration may view with a favorable eye Nvidia's move to, like the government, invest in Intel and strengthen its commitment to AI development in the U.S. And that could spur the government to show flexibility when dealing with AI matters. The bottom line is: Nvidia has taken steps to support AI in the U.S., and the government may consider this when making decisions.</p>
<div class="lb-trans"><p>尽管如此，特朗普政府可能会对英伟达像政府一样投资英特尔并加强其对美国 AI 发展的承诺持积极态度。这可能促使政府在处理 AI 事务时表现出灵活性。底线是：英伟达已采取措施支持美国的 AI，而政府在做出决策时可能会考虑这一点。</p>
</div><p>A few months ago, Nvidia reached $4 trillion in market cap, making it the first to ever do this -- and crowning it as the world's biggest company. From today's level, a 17% increase in the stock price would bring the company to $5 trillion.</p>
<div class="lb-trans"><p>几个月前，英伟达的市值达到了 4 万亿美元，成为首个达到这一里程碑的公司，并被冠以全球最大公司的称号。从今天的水平来看，股价上涨 17% 将使该公司达到 5 万亿美元。</p>
</div><p>My prediction is that all of the positive points I've mentioned from the Intel deal could serve as the catalyst to propel Nvidia to this next trillion-dollar milestone.</p>
<div class="lb-trans"><p>我的预测是，我提到的与英特尔交易相关的所有积极因素可能成为推动英伟达迈向下一个万亿市值里程碑的催化剂。</p>
</div>

Prediction: Nvidia's Stake in Intel Could Be the Catalyst for Its Next Trillion-Dollar Milestone

- Nvidia 宣布将投资 50 亿美元于 Intel 的普通股，助力其 AI 基础设施。  
- 此举可能帮助 Intel 扭转在 AI 领域的劣势，提升其市场竞争力。  
- Nvidia 的投资也可能改善与美国政府的关系，促进 AI 发展。

预测：英伟达持有英特尔股份可能成为其实现下一个万亿美元里程碑的催化剂