<p>人工智能（AI）可能是本世纪最大的趋势之一，而这仅仅是个开始。因此，拥有一些受益于这一趋势的顶尖公司可能是个好主意。</p>
<p>让我们来看一下现在值得拥有的三只领先的 AI 股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU0ODIvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="411" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU0ODIvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 英伟达</h2>
<p><strong>英伟达</strong>（NVDA 2.54%）在其他市场之前就看到了 AI 的发展方向。该公司在 2006 年创建的 CUDA 软件帮助开发者锁定在其生态系统中，因为大多数 AI 工作负载的基础代码都是为其编写的。即使竞争对手的芯片制造商推出稍微更好的芯片，公司也需要拆除多年的代码并重新培训工程师进行切换，尤其是在训练大型语言模型（LLMs）时。</p>
<p>尽管 ASIC 芯片已经成为热门，但由于无法重新编程，它们在快速变化的 AI 世界中面临被淘汰的风险。这就是为什么英伟达仍然控制着超过 90% 的图形处理单元（GPU）市场。</p>
<p>英伟达还构建了运行 AI 工作负载所需的其他重要组件。其专有的 NVLink 互连使其 GPU 能够作为一个庞大的单元运行，这在 AI 工作负载变得更加苛刻时是一个巨大的优势。现在，英伟达再次发起进攻。它最近向 OpenAI 投资了高达 1000 亿美元，以确保其芯片在这一大型 AI 基础设施建设中处于中心位置。</p>
<p>首席执行官黄仁勋相信，未来几年数据中心在 AI 上的支出可能增长到高达 4 万亿美元，而英伟达在捕捉这一增长方面的定位优于任何人。它不仅仅是一家芯片制造商，而是整个 AI 生态系统的支柱。</p>
<h2>2. 台积电</h2>
<p><strong>台积电</strong>（TSM 2.15%）是几乎每个先进 AI 芯片背后的强大动力。设计 AI 芯片很困难，但以高良率大规模生产它们更是难上加难。台积电在以可靠良率生产最小节点的芯片方面领先于 <strong>英特尔</strong> 和 <strong>三星</strong> 等竞争对手，这就是为什么几乎每个 AI 芯片设计师，包括英伟达，都依赖于它。</p>
<p>该公司在保持强良率的同时不断缩小节点尺寸的能力创造了一个技术领先，竞争对手尚未追赶上。近四分之三的收入来自于 7 纳米节点或更小的芯片，其中 3 纳米芯片已经成为重要贡献，2 纳米生产也在进行中。这一领先地位赋予了台积电定价权，使其能够在需求激增时提高价格。</p>
<p>台积电预计 AI 芯片需求将在 2028 年前以超过 40% 的年复合增长率（CAGR）增长，这使其对收入和利润的上升有了多年的可见性。无论 AI 芯片设计的最大赢家是英伟达还是其他公司，台积电都将获益，因为他们都需要其尖端的晶圆厂。随着对先进芯片的需求扩展到其他领域，如机器人出租车和机器人，台积电的角色将变得更加关键。</p>
<h2>3. 谷歌</h2>
<p><strong>谷歌</strong>（GOOGL -0.38%）（GOOG -0.33%）让许多投资者感到惊讶的是，它将 AI 从潜在威胁转变为助力。一年前，人们担心生成式 AI 会损害谷歌的核心搜索业务，但事实恰恰相反。AI 概述、圈选搜索和镜头等功能正在推动更多查询，通常具有更高的商业（购物）意图，进一步促进其庞大的广告网络。最近的法院裁决也让谷歌保持了与 <strong>苹果</strong> 的搜索协议，并维持对 Chrome 和 Android 的控制，保持了其分发优势。</p>
<p>谷歌在云计算方面也是一个主要力量。由于对 AI 工作负载的需求激增，谷歌云的收入在上个季度增长了 32%，利润翻了一番。它是少数几家拥有完整 AI 堆栈的公司之一，包括自己的 Gemini 模型和定制芯片，帮助其在成本和性能上竞争。</p>
<p>此外，谷歌的 Waymo 部门继续扩展其机器人出租车业务，而其量子计算团队在降低错误率方面取得了进展，这可能最终使该技术变得可行。这些投资可能在未来几年成为新的增长驱动力，而搜索和云计算今天仍在持续贡献。谷歌已经从被视为对 AI 脆弱的公司，转变为其最大的受益者之一，这使得其股票值得购买。</p>

<p>这篇文章讨论了三只值得投资的顶级人工智能股票：1. 英伟达，主导着 GPU 市场，并在人工智能基础设施上进行了大量投资，成为人工智能生态系统中的关键参与者。2. 台积电，生产先进人工智能芯片至关重要，拥有强大的技术领先优势，并预计人工智能芯片需求将增长。3. 谷歌-A，成功将人工智能整合到其搜索和云服务中，将潜在威胁转化为增长机会。这些公司在不断扩大的人工智能市场中处于有利位置</p>

<p>Artificial intelligence (AI) could be one of the biggest trends of this century, and it's just getting started. That's why it could be a good idea to own some of the top companies benefiting from this trend.</p>
<div class="lb-trans"><p>人工智能（AI）可能是本世纪最大的趋势之一，而这仅仅是个开始。因此，拥有一些受益于这一趋势的顶尖公司可能是个好主意。</p>
</div><p>Let's look at three leading AI stocks to own right now.</p>
<div class="lb-trans"><p>让我们来看一下现在值得拥有的三只领先的 AI 股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU0ODIvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835482%2Fgettyimages-2078917109.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>1. Nvidia</h2>
<div class="lb-trans"><h2>1. 英伟达</h2>
</div><p><strong>Nvidia</strong>(NVDA 2.54%) saw where AI was headed years before the rest of the market. The company's creation of its CUDA software in 2006 helped lock developers into its ecosystem, as most of the foundational code for AI workloads was written for it. Even if a rival chipmaker were to come up with a slightly better chip, companies would need to rip out years of code and retrain engineers to switch, especially when it comes to training large language models (LLMs).</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NVDA 2.54%）在其他市场之前就看到了 AI 的发展方向。该公司在 2006 年创建的 CUDA 软件帮助开发者锁定在其生态系统中，因为大多数 AI 工作负载的基础代码都是为其编写的。即使竞争对手的芯片制造商推出稍微更好的芯片，公司也需要拆除多年的代码并重新培训工程师进行切换，尤其是在训练大型语言模型（LLMs）时。</p>
</div><p>And while ASICs have become all the rage, since they are unable to be reprogrammed, they risk becoming obsolete in a quickly changing AI world. That's why Nvidia still controls more than 90% of the graphics processing unit (GPU) market.</p>
<div class="lb-trans"><p>尽管 ASIC 芯片已经成为热门，但由于无法重新编程，它们在快速变化的 AI 世界中面临被淘汰的风险。这就是为什么英伟达仍然控制着超过 90% 的图形处理单元（GPU）市场。</p>
</div><p>Nvidia also built out the other important pieces needed to run AI workloads. Its proprietary NVLink interconnect lets its GPUs act as one massive unit, which is a huge advantage as AI workloads become more demanding. Now, Nvidia is going on offense again. It recently invested up to $100 billion in OpenAI to keep its chips front and center with a customer in the midst of one of the largest AI infrastructure buildouts.</p>
<div class="lb-trans"><p>英伟达还构建了运行 AI 工作负载所需的其他重要组件。其专有的 NVLink 互连使其 GPU 能够作为一个庞大的单元运行，这在 AI 工作负载变得更加苛刻时是一个巨大的优势。现在，英伟达再次发起进攻。它最近向 OpenAI 投资了高达 1000 亿美元，以确保其芯片在这一大型 AI 基础设施建设中处于中心位置。</p>
</div><p>CEO Jensen Huang believes data center spending on AI could grow to as much as $4 trillion in the next several years, and Nvidia looks better positioned than anyone to capture that growth. It is not just a chipmaker anymore, but the backbone of the entire AI ecosystem.</p>
<div class="lb-trans"><p>首席执行官黄仁勋相信，未来几年数据中心在 AI 上的支出可能增长到高达 4 万亿美元，而英伟达在捕捉这一增长方面的定位优于任何人。它不仅仅是一家芯片制造商，而是整个 AI 生态系统的支柱。</p>
</div><h2>2. Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>2. 台积电</h2>
</div><p><strong>Taiwan Semiconductor Manufacturing</strong>(TSM 2.15%) is the powerhouse behind nearly every advanced AI chip. Designing AI chips is hard, but manufacturing them at scale with high yields is even harder. TSMC pulled ahead of competitors like <strong>Intel</strong> and <strong>Samsung</strong> in producing chips at the smallest nodes with reliable yields, which is why nearly every AI chip designer, including Nvidia, depends on it.</p>
<div class="lb-trans"><p><strong>台积电</strong>（TSM 2.15%）是几乎每个先进 AI 芯片背后的强大动力。设计 AI 芯片很困难，但以高良率大规模生产它们更是难上加难。台积电在以可靠良率生产最小节点的芯片方面领先于 <strong>英特尔</strong> 和 <strong>三星</strong> 等竞争对手，这就是为什么几乎每个 AI 芯片设计师，包括英伟达，都依赖于它。</p>
</div><p>The company's ability to keep shrinking node sizes while maintaining strong yields has created a technology lead that rivals have yet to close. Nearly three-quarters of its revenue comes from chips built on 7 nanometer nodes or smaller, with 3nm chips already a big contributor and 2nm production on the way. That lead has given TSMC pricing power, letting it raise prices as demand surges.</p>
<div class="lb-trans"><p>该公司在保持强良率的同时不断缩小节点尺寸的能力创造了一个技术领先，竞争对手尚未追赶上。近四分之三的收入来自于 7 纳米节点或更小的芯片，其中 3 纳米芯片已经成为重要贡献，2 纳米生产也在进行中。这一领先地位赋予了台积电定价权，使其能够在需求激增时提高价格。</p>
</div><p>TSMC projects AI chip demand will grow at a more than 40% compound annual growth rate (CAGR) through 2028, which gives it years of visibility into rising revenue and profits. Whether the biggest winner in AI chip design ends up being Nvidia or someone else, TSMC wins either way because they all need its cutting-edge fabs. As the need for advanced chips spreads to other areas, such as robotaxis and robotics, TSMC's role will only become more critical.</p>
<div class="lb-trans"><p>台积电预计 AI 芯片需求将在 2028 年前以超过 40% 的年复合增长率（CAGR）增长，这使其对收入和利润的上升有了多年的可见性。无论 AI 芯片设计的最大赢家是英伟达还是其他公司，台积电都将获益，因为他们都需要其尖端的晶圆厂。随着对先进芯片的需求扩展到其他领域，如机器人出租车和机器人，台积电的角色将变得更加关键。</p>
</div><h2>3. Alphabet</h2>
<div class="lb-trans"><h2>3. 谷歌</h2>
</div><p><strong>Alphabet</strong>(GOOGL -0.38%)(GOOG -0.33%) surprised many investors by turning AI from a potential threat into a tailwind. A year ago, the fear was that generative AI would hurt Google's core search business, but the opposite happened. Features like AI Overviews, Circle to Search, and Lens are driving more queries, often with higher commercial (shopping) intent that feeds into its large advertising network. A recent court ruling also let Alphabet keep its <strong>Apple</strong> search deal and maintain control over Chrome and Android, keeping its distribution edge intact.</p>
<div class="lb-trans"><p><strong>谷歌</strong>（GOOGL -0.38%）（GOOG -0.33%）让许多投资者感到惊讶的是，它将 AI 从潜在威胁转变为助力。一年前，人们担心生成式 AI 会损害谷歌的核心搜索业务，但事实恰恰相反。AI 概述、圈选搜索和镜头等功能正在推动更多查询，通常具有更高的商业（购物）意图，进一步促进其庞大的广告网络。最近的法院裁决也让谷歌保持了与 <strong>苹果</strong> 的搜索协议，并维持对 Chrome 和 Android 的控制，保持了其分发优势。</p>
</div><p>Alphabet is also a major force in cloud computing. Google Cloud revenue jumped 32% last quarter while profits more than doubled, thanks to soaring demand for AI workloads. It is one of the few companies with a fully integrated AI stack, including its own Gemini models and custom chips that help it compete on both cost and performance.</p>
<div class="lb-trans"><p>谷歌在云计算方面也是一个主要力量。由于对 AI 工作负载的需求激增，谷歌云的收入在上个季度增长了 32%，利润翻了一番。它是少数几家拥有完整 AI 堆栈的公司之一，包括自己的 Gemini 模型和定制芯片，帮助其在成本和性能上竞争。</p>
</div><p>On top of that, Alphabet's Waymo unit continues to expand its robotaxi operations, while its quantum computing team is making progress toward cutting error rates that could eventually make the technology viable. These bets could become new growth drivers in the years ahead, while search and cloud continue to deliver today. Alphabet has gone from being seen as vulnerable to AI to becoming one of its biggest beneficiaries, which makes the stock a buy.</p>
<div class="lb-trans"><p>此外，谷歌的 Waymo 部门继续扩展其机器人出租车业务，而其量子计算团队在降低错误率方面取得了进展，这可能最终使该技术变得可行。这些投资可能在未来几年成为新的增长驱动力，而搜索和云计算今天仍在持续贡献。谷歌已经从被视为对 AI 脆弱的公司，转变为其最大的受益者之一，这使得其股票值得购买。</p>
</div>

What Are the 3 Top Artificial Intelligence (AI) Stocks to Buy Right Now?

- 人工智能可能是本世纪最大的趋势之一，投资相关公司是个好主意。  
- 三家领先的 AI 股票包括 Nvidia、台积电和 Alphabet，均在各自领域占据重要地位。  
- 这些公司在 AI 发展中扮演关键角色，预计将受益于未来的市场增长。  

目前值得购买的三大人工智能（AI）股票有哪些？