<p><strong>英伟达</strong>(NVDA -2.79%) 在过去几年中成为了著名的人工智能 (AI) 参与者，销售市场上最受欢迎的 AI 芯片。这导致了其收益飙升，股价也随之上涨。但英伟达不仅仅参与销售 AI 产品和服务。该公司和我们一样，也在投资可能受益于 AI 革命的股票。</p>
<p>是的，英伟达也是一位投资者。该公司价值 43 亿美元的投资组合包括六只与 AI 相关的股票，其中一只股票因其占该投资组合的 91% 而格外引人注目。英伟达持有该公司的 24,277,573 股股票，市值超过 39 亿美元。而且，英伟达对这家 AI 公司的未来并不孤单，华尔街的一位分析师表示，这只股票在未来 12 个月内可能会飙升 35%。让我们来看看这只英伟达支持的 AI 股票，在它上涨之前买入。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI5NjgvZ2V0dHlpbWFnZXMtd29tYW4tcG9pbnRzLWF0LWNvbXB1dGVyLXdpdGgtYS1wZW4tdG8tc2hvdy1zb21ldGhpbmctdG8tYS1jb2xsZWFndWUuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI5NjgvZ2V0dHlpbWFnZXMtd29tYW4tcG9pbnRzLWF0LWNvbXB1dGVyLXdpdGgtYS1wZW4tdG8tc2hvdy1zb21ldGhpbmctdG8tYS1jb2xsZWFndWUuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>为什么关注英伟达？</h2>
<p>首先，简单说明一下为什么我们应该考虑英伟达看好的股票。如前所述，英伟达是 AI 市场的巨头，该公司不仅专注于设计自己的芯片。英伟达还与客户和政府进行广泛沟通，紧跟 AI 市场的脉搏。该公司对未来需求有很好的预判，最近预测到 2030 年，AI 基础设施支出可能达到 4 万亿美元。</p>
<p>这意味着英伟达知道如何识别强大的 AI 公司。更重要的是，英伟达实际上是在 “用行动证明其言论”，并在这家公司进行了大规模投资。考虑到这一点，看看这个特定的 AI 增长故事是个好主意。</p>
<p>那么，哪家英伟达支持的公司可能会迎来巨大的收益呢？我说的是 <strong>CoreWeave</strong>(CRWV -1.76%)，一家提供 GPU 即服务 (GPUaaS) 的云服务提供商。GPU，即图形处理单元，是推动大型语言模型训练和推理等关键任务的核心 AI 芯片。GPUaaS 允许客户根据需要租用计算资源，这样可以限制成本并提高效率。</p>
<p>Citizens JMP 的分析师 Greg Miller 最近将对 CoreWeave 的推荐评级从 “市场表现” 上调至 “跑赢大盘”，并设定了 180 美元的目标价，这基于 GPUaaS 市场的增长势头。这个目标价比 9 月 22 日的收盘价高出 35%。</p>
<h2>GPUaaS 市场</h2>
<p>要了解 CoreWeave 的潜力，关键是要仔细看看 GPUaaS 市场以及该公司与 GPU 领导者英伟达的关系。根据 Global Market Insights 的预测，GPUaaS 市场预计在未来七年内将以 30% 的年复合增长率扩展，超过 730 亿美元。</p>
<p>CoreWeave 在该领域是专家，其云平台专为 AI 工作负载构建——这可能使其在提供多种其他服务的大型云服务提供商中脱颖而出。CoreWeave 还拥有另一个优势，那就是与英伟达的紧密关系。英伟达不仅是 CoreWeave 股票的投资者，还以其他方式支持该公司。例如，CoreWeave 是首个将英伟达创新普遍提供给客户的公司。在最近的一项协议中，英伟达表示将购买 CoreWeave 无法向其他客户销售的任何云计算能力，直到 2032 年。这消除了 CoreWeave 故事中的一个关键风险。</p>
<p>CoreWeave 的股票已经飙升，自 3 月份首次公开募股以来上涨超过 230%，但与英伟达和 Citizens JMP 的 Greg Miller 一样，我认为收益的潜力并未结束。该公司报告了强劲的增长，最近一个季度的收入增长了三倍，AI 计算能力的普遍需求支持了未来更多增长的想法。</p>
<p>所有这些意味着，现在在这家英伟达支持的公司在上涨 35% 之前，是一个很好的入场时机，随着 AI 热潮的持续，长期持有这个故事。</p>

CRWV

<p>英伟达作为人工智能技术的领导者，已在云计算服务提供商 CoreWeave 上进行了大量投资，在其 43 亿美元的投资组合中持有 91% 的股份。分析师预测，CoreWeave 的股票在未来一年内可能上涨 35%，这得益于不断增长的 GPU 即服务市场，预计将超过 730 亿美元。CoreWeave 的强劲增长，包括自首次公开募股以来增长了 230%，以及与英伟达的紧密关系（包括承诺购买未售出的云计算能力），进一步增强了其未来收益的潜力</p>

<p><strong>Nvidia</strong>(NVDA -2.79%) has become a famous artificial intelligence (AI) player over the past few years, selling the most sought-after AI chips on the market. And that's resulted in soaring earnings and a stock price that's followed. But Nvidia isn't only involved in selling AI products and services. The company, like you and me, also is investing in stocks that could benefit from the AI revolution.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA -2.79%) 在过去几年中成为了著名的人工智能 (AI) 参与者，销售市场上最受欢迎的 AI 芯片。这导致了其收益飙升，股价也随之上涨。但英伟达不仅仅参与销售 AI 产品和服务。该公司和我们一样，也在投资可能受益于 AI 革命的股票。</p>
</div><p>Yes, Nvidia is an investor too. The company's $4.3 billion investment portfolio includes six stocks involved in AI -- and one of them stands out as a huge conviction as it represents 91% of this portfolio. Nvidia owns 24,277,573 shares of the company, which equals a market value of more than $3.9 billion. And Nvidia isn't alone in its optimism about this AI player's future. This stock may soar 35% over the coming 12 months, according to one Wall Street analyst. Let's take a look at this Nvidia-backed AI stock to buy before it does.</p>
<div class="lb-trans"><p>是的，英伟达也是一位投资者。该公司价值 43 亿美元的投资组合包括六只与 AI 相关的股票，其中一只股票因其占该投资组合的 91% 而格外引人注目。英伟达持有该公司的 24,277,573 股股票，市值超过 39 亿美元。而且，英伟达对这家 AI 公司的未来并不孤单，华尔街的一位分析师表示，这只股票在未来 12 个月内可能会飙升 35%。让我们来看看这只英伟达支持的 AI 股票，在它上涨之前买入。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI5NjgvZ2V0dHlpbWFnZXMtd29tYW4tcG9pbnRzLWF0LWNvbXB1dGVyLXdpdGgtYS1wZW4tdG8tc2hvdy1zb21ldGhpbmctdG8tYS1jb2xsZWFndWUuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832968%2Fgettyimages-woman-points-at-computer-with-a-pen-to-show-something-to-a-colleague.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>Why follow Nvidia?</h2>
<div class="lb-trans"><h2>为什么关注英伟达？</h2>
</div><p>First, though, a quick note on why we should consider a stock that Nvidia favors. As mentioned, Nvidia is a giant in the AI market, and this company doesn't only stick to designing its chips. Nvidia also communicates extensively with customers and governments and has its finger on the pulse of the AI market. The company has a good idea of what future demand will look like, as it recently predicted that AI infrastructure spending may reach as much as $4 trillion by the end of the decade.</p>
<div class="lb-trans"><p>首先，简单说明一下为什么我们应该考虑英伟达看好的股票。如前所述，英伟达是 AI 市场的巨头，该公司不仅专注于设计自己的芯片。英伟达还与客户和政府进行广泛沟通，紧跟 AI 市场的脉搏。该公司对未来需求有很好的预判，最近预测到 2030 年，AI 基础设施支出可能达到 4 万亿美元。</p>
</div><p>That means Nvidia knows how to spot a strong AI company. On top of this, Nvidia actually is &#34;putting its money where its mouth is,&#34; to use an old expression, and has invested in this company in a big way. Considering this, it's a great idea to have a look at this particular AI growth story.</p>
<div class="lb-trans"><p>这意味着英伟达知道如何识别强大的 AI 公司。更重要的是，英伟达实际上是在 “用行动证明其言论”，并在这家公司进行了大规模投资。考虑到这一点，看看这个特定的 AI 增长故事是个好主意。</p>
</div><p>So, which Nvidia-backed company may be on the road to big gains? I'm talking about <strong>CoreWeave</strong>(CRWV -1.76%), a cloud provider in the GPU-as-a-service (GPUaaS) market. GPUs, or graphics processing units, are the key AI chips driving critical tasks like the training and inferencing of large language models. GPUaaS allows customers to rent out compute as needed, and they like this as it allows them to limit costs and gain in efficiency.</p>
<div class="lb-trans"><p>那么，哪家英伟达支持的公司可能会迎来巨大的收益呢？我说的是 <strong>CoreWeave</strong>(CRWV -1.76%)，一家提供 GPU 即服务 (GPUaaS) 的云服务提供商。GPU，即图形处理单元，是推动大型语言模型训练和推理等关键任务的核心 AI 芯片。GPUaaS 允许客户根据需要租用计算资源，这样可以限制成本并提高效率。</p>
</div><p>Citizens JMP analyst Greg Miller recently boosted his recommendation on CoreWeave to &#34;outperform&#34; from &#34;market perform,&#34; set a price target of $180, and based this on growing momentum in the GPUaaS market. This price target represents an increase of 35% from the stock's closing price on Sept. 22.</p>
<div class="lb-trans"><p>Citizens JMP 的分析师 Greg Miller 最近将对 CoreWeave 的推荐评级从 “市场表现” 上调至 “跑赢大盘”，并设定了 180 美元的目标价，这基于 GPUaaS 市场的增长势头。这个目标价比 9 月 22 日的收盘价高出 35%。</p>
</div><h2>The GPUaaS market</h2>
<div class="lb-trans"><h2>GPUaaS 市场</h2>
</div><p>To understand CoreWeave's potential, it's key to take a closer look at the GPUaaS market and the company's relationship with GPU leader, Nvidia. The GPUaaS market is expected to expand at a compound annual growth rate of 30% to more than $73 billion over the next seven years, according to Global Market Insights.</p>
<div class="lb-trans"><p>要了解 CoreWeave 的潜力，关键是要仔细看看 GPUaaS 市场以及该公司与 GPU 领导者英伟达的关系。根据 Global Market Insights 的预测，GPUaaS 市场预计在未来七年内将以 30% 的年复合增长率扩展，超过 730 亿美元。</p>
</div><p>CoreWeave is an expert in the field, with its cloud platform built specifically for AI workloads -- this may help it stand out from larger cloud service providers that offer many other services beyond AI to their customers. CoreWeave also holds another advantage, and that's its close relationship with Nvidia. Not only is the chip giant an investor in CoreWeave stock, but it's also supporting the company in other ways. For example, CoreWeave has been the first to make Nvidia innovations generally available to customers. And in a recent agreement, Nvidia said it would buy any cloud capacity CoreWeave is unable to sell to others through 2032. This removes a key risk from the CoreWeave story.</p>
<div class="lb-trans"><p>CoreWeave 在该领域是专家，其云平台专为 AI 工作负载构建——这可能使其在提供多种其他服务的大型云服务提供商中脱颖而出。CoreWeave 还拥有另一个优势，那就是与英伟达的紧密关系。英伟达不仅是 CoreWeave 股票的投资者，还以其他方式支持该公司。例如，CoreWeave 是首个将英伟达创新普遍提供给客户的公司。在最近的一项协议中，英伟达表示将购买 CoreWeave 无法向其他客户销售的任何云计算能力，直到 2032 年。这消除了 CoreWeave 故事中的一个关键风险。</p>
</div><p>CoreWeave stock already has soared, advancing more than 230% from its initial public offering back in March, but like Nvidia and Citizens JMP's Greg Miller, I don't think the potential for gains is over. The company has reported strong growth, with revenue tripling in the recent quarter, and the general demand for AI capacity supports the idea of more growth ahead.</p>
<div class="lb-trans"><p>CoreWeave 的股票已经飙升，自 3 月份首次公开募股以来上涨超过 230%，但与英伟达和 Citizens JMP 的 Greg Miller 一样，我认为收益的潜力并未结束。该公司报告了强劲的增长，最近一个季度的收入增长了三倍，AI 计算能力的普遍需求支持了未来更多增长的想法。</p>
</div><p>All of this means that now, before this Nvidia-backed player surges 35%, is a great time to get in on the story and hold on for the long term as the AI boom continues.</p>
<div class="lb-trans"><p>所有这些意味着，现在在这家英伟达支持的公司在上涨 35% 之前，是一个很好的入场时机，随着 AI 热潮的持续，长期持有这个故事。</p>
</div>

1 Nvidia-Backed AI Stock to Buy Before It Soars 35%, According to a Wall Street Analyst

- Nvidia 投资了 4.3 亿美元于 AI 相关股票，其中 CoreWeave 占 91%。
- CoreWeave 是 GPU-as-a-service 市场的云服务提供商，预计未来将增长 30%。
- 分析师预测 CoreWeave 股票在未来 12 个月内可能上涨 35%。

根据一位华尔街分析师的意见，一只由 Nvidia 支持的人工智能股票在上涨 35% 之前值得买入