<p>《壮丽七侠》不仅仅是 1960 年代的一部西部片。如今，这个词指的是近年来推动股市上涨的一组创新公司。它们是你可能非常熟悉的科技公司，从 <strong>Nvidia</strong> 到 <strong>Meta Platforms</strong>，它们都参与了人工智能（AI）的高增长领域。这些公司帮助 <strong>标准普尔 500 指数</strong> 在今年实现了两位数的增长，甚至达到了创纪录的水平。</p>
<p>但壮丽七侠并不是唯一的竞争者，特别是另外两只股票在未来五年可能会对它们构成威胁，因为 AI 基础设施支出激增，客户寻求满足其 AI 工作负载的能力。目前，这两只 AI 股票正在快速上涨，并且到目前为止已经超越了壮丽七侠——但这种趋势可能还没有结束。让我们来看看这两家可能在未来几年击败壮丽七侠的公司。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMjAvZ2V0dHlpbWFnZXMtaGFwcHktaW52ZXN0b3Itd2l0aC10YWJsZXQuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMjAvZ2V0dHlpbWFnZXMtaGFwcHktaW52ZXN0b3Itd2l0aC10YWJsZXQuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. CoreWeave</h2>
<p><strong>CoreWeave</strong>（CRWV -3.25%）自今年早些时候上市以来已经上涨超过 250%，但这并不意味着它已经耗尽了所有的动力。该公司可能才刚刚起步，因为它提供了一项当前和未来都需求旺盛的服务。我说的是 AI 基础设施能力。</p>
<p>得益于其 250,000 个图形处理单元（GPU），CoreWeave 拥有大量的计算能力可供提供——客户可以根据需要轻松租用，甚至按小时计费。这意味着他们不必投资购买昂贵的 GPU，但仍然可以访问他们在训练和推理模型时所需的计算能力。</p>
<p>更令人振奋的是，Nvidia 在 CoreWeave 的故事中扮演了关键角色。这家芯片巨头持有该公司 7% 的股份，并最近承诺在 2032 年前购买任何未使用的计算能力——这大大降低了 CoreWeave 股票的风险。</p>
<p>最后，CoreWeave 的收入正在迅速增长，与去年同期相比，第一季度增长超过 400%——而最新一季度同比增长超过三倍。考虑到对 AI 能力的巨大需求，以推动 AI 的训练及其在现实世界中的应用，该公司应该会继续看到强劲的需求——这可能会使其股票的涨幅超过壮丽七侠。</p>
<h2>2. Broadcom</h2>
<p><strong>Broadcom</strong>（AVGO -5.90%）的股票在今年迄今已上涨近 50%，但这家公司在未来几年也可能继续上涨，因为云服务提供商专注于扩大 AI 基础设施。该公司是一家网络巨头，以在各种地方（从智能手机到数据中心）找到的数千种产品而闻名。</p>
<p>但数据中心业务在 AI 热潮加速时推动了增长。客户正在寻求 Broadcom 的网络解决方案，以连接数据中心中支持 AI 工作负载的众多计算节点。Broadcom 在这方面是专家，其 Tomahawk 交换机和 Jericho 路由器销售火爆。</p>
<p>该公司还代表了计算能力领域的未来赢家，因为它设计了被称为 XPU 的 AI 加速器——但并不一定与芯片巨头 Nvidia 竞争。XPU 是一种定制加速器，专为特定目的而设计，而 Nvidia 的芯片则是高性能的通用型。这使得 Broadcom 更容易占据市场份额，满足客户的特定需求，并提供可能与 Nvidia 的产品互补的产品。在最近一个季度，Broadcom 宣布了一项价值 100 亿美元的 XPU 订单——分析师表示客户是顶级 AI 实验室 OpenAI。</p>
<p>AI 业务在最近几个季度带来了显著的收入增长——例如，在最新一个季度，Broadcom 报告的 AI 收入增长为 63%，达到 52 亿美元。如果 Nvidia 首席执行官黄仁勋是对的，这一趋势可能会持续下去：他预计到本世纪末，AI 基础设施支出将达到 3 万亿或 4 万亿美元，而 Broadcom 显然可以从 AI 热潮的这一阶段中受益。这表明，随着 AI 基础设施故事的发展，这只股票可能会击败壮丽七侠。</p>

博通

CRWV

<p>这篇文章讨论了两只股票，CoreWeave 和 Broadcom，它们可能在人工智能领域超越 “七大科技巨头”。自推出以来，CoreWeave 的股价上涨了 250%，这得益于对人工智能基础设施的高需求以及与 Nvidia 的合作。Broadcom 今年股价上涨近 50%，通过其网络解决方案和定制的人工智能加速器受益于人工智能的繁荣。这两家公司都处于有利位置，可以利用不断增长的人工智能基础设施市场，未来可能超过七大科技巨头的收益</p>

<p><em>The Magnificent Seven</em> is more than just a Western from the 1960s. Today, the term refers to the group of innovative companies that have driven stock market gains in recent years. They are technology names you probably know well, from <strong>Nvidia</strong> to <strong>Meta Platforms</strong>, and they're all involved in the high-growth area of artificial intelligence (AI). These players have helped the <strong>S&amp;P 500</strong> climb in the double-digits this year, too, and even reach record levels.</p>
<div class="lb-trans"><p>《壮丽七侠》不仅仅是 1960 年代的一部西部片。如今，这个词指的是近年来推动股市上涨的一组创新公司。它们是你可能非常熟悉的科技公司，从 <strong>Nvidia</strong> 到 <strong>Meta Platforms</strong>，它们都参与了人工智能（AI）的高增长领域。这些公司帮助 <strong>标准普尔 500 指数</strong> 在今年实现了两位数的增长，甚至达到了创纪录的水平。</p>
</div><p>But the Magnificent Seven aren't the only game in town, and two other stocks in particular may give them a run for their money over the next five years, as AI infrastructure spending soars and customers seek capacity for their AI workloads. Right now, these two AI stocks are charging forward and already have outperformed the Magnificent Seven so far this year -- but this movement may not be over. Let's check out the two players that may crush the Magnificent Seven in the years to come.</p>
<div class="lb-trans"><p>但壮丽七侠并不是唯一的竞争者，特别是另外两只股票在未来五年可能会对它们构成威胁，因为 AI 基础设施支出激增，客户寻求满足其 AI 工作负载的能力。目前，这两只 AI 股票正在快速上涨，并且到目前为止已经超越了壮丽七侠——但这种趋势可能还没有结束。让我们来看看这两家可能在未来几年击败壮丽七侠的公司。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMjAvZ2V0dHlpbWFnZXMtaGFwcHktaW52ZXN0b3Itd2l0aC10YWJsZXQuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837320%2Fgettyimages-happy-investor-with-tablet.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. CoreWeave</h2>
<div class="lb-trans"><h2>1. CoreWeave</h2>
</div><p><strong>CoreWeave</strong>(CRWV -3.25%) has climbed more than 250% since its market launch earlier this year, but that doesn't mean it's used up all of its fuel. The company may just be getting started, and that's because it offers up a service in high demand today -- and into the future. I'm talking about AI infrastructure capacity.</p>
<div class="lb-trans"><p><strong>CoreWeave</strong>（CRWV -3.25%）自今年早些时候上市以来已经上涨超过 250%，但这并不意味着它已经耗尽了所有的动力。该公司可能才刚刚起步，因为它提供了一项当前和未来都需求旺盛的服务。我说的是 AI 基础设施能力。</p>
</div><p>CoreWeave, thanks to its 250,000 graphics processing units (GPUs), has a lot of computing power to offer -- and customers can easily rent it as needed, even on an hourly basis. This means they don't have to invest in purchasing costly GPUs but still can access the power they need for the training and inferencing of their models, for example.</p>
<div class="lb-trans"><p>得益于其 250,000 个图形处理单元（GPU），CoreWeave 拥有大量的计算能力可供提供——客户可以根据需要轻松租用，甚至按小时计费。这意味着他们不必投资购买昂贵的 GPU，但仍然可以访问他们在训练和推理模型时所需的计算能力。</p>
</div><p>To make the picture even sweeter, Nvidia plays a key role in the CoreWeave story. The chip giant holds a 7% stake in the company and recently pledged to buy any unused capacity through 2032 -- this removes a great deal of risk from CoreWeave stock.</p>
<div class="lb-trans"><p>更令人振奋的是，Nvidia 在 CoreWeave 的故事中扮演了关键角色。这家芯片巨头持有该公司 7% 的股份，并最近承诺在 2032 年前购买任何未使用的计算能力——这大大降低了 CoreWeave 股票的风险。</p>
</div><p>Finally, CoreWeave's revenue has been exploding higher, growing more than 400% in the first quarter from the year-earlier period -- and more than tripling in the latest quarter year over year. Considering the great need for AI capacity to power the training of AI and its application in the real world, the company should continue to see strong demand -- and this may send the stock to greater gains than those of the Magnificent Seven.</p>
<div class="lb-trans"><p>最后，CoreWeave 的收入正在迅速增长，与去年同期相比，第一季度增长超过 400%——而最新一季度同比增长超过三倍。考虑到对 AI 能力的巨大需求，以推动 AI 的训练及其在现实世界中的应用，该公司应该会继续看到强劲的需求——这可能会使其股票的涨幅超过壮丽七侠。</p>
</div><h2>2. Broadcom</h2>
<div class="lb-trans"><h2>2. Broadcom</h2>
</div><p><strong>Broadcom</strong>(AVGO -5.90%) stock has advanced nearly 50% so far this year, but this company, too, could keep marching higher in the coming years as cloud service providers focus on scaling up AI infrastructure. The company is a networking giant, known for thousands of products found in a variety of places -- from smartphones to data centers.</p>
<div class="lb-trans"><p><strong>Broadcom</strong>（AVGO -5.90%）的股票在今年迄今已上涨近 50%，但这家公司在未来几年也可能继续上涨，因为云服务提供商专注于扩大 AI 基础设施。该公司是一家网络巨头，以在各种地方（从智能手机到数据中心）找到的数千种产品而闻名。</p>
</div><p>But this data center business has driven growth as the AI boom picked up momentum. Customers are turning to Broadcom for networking solutions, needed to connect the many compute nodes that power AI workloads across data centers. Broadcom is an expert here and has seen its Tomahawk switches and Jericho routers fly off the shelves.</p>
<div class="lb-trans"><p>但数据中心业务在 AI 热潮加速时推动了增长。客户正在寻求 Broadcom 的网络解决方案，以连接数据中心中支持 AI 工作负载的众多计算节点。Broadcom 在这方面是专家，其 Tomahawk 交换机和 Jericho 路由器销售火爆。</p>
</div><p>The company also represents a future winner in the area of computing power as it designs AI accelerators, known as XPUs -- but doesn't necessarily compete with chip giant Nvidia. The XPU is a custom accelerator, made for specific purposes while Nvidia's chips are high-powered for general use. This makes it easier for Broadcom to carve out market share, serving a customer's specific needs and offering a product that may be complementary to Nvidia's. In the recent quarter, Broadcom announced a $10 billion order for XPUs -- and analysts say the customer is top AI lab OpenAI.</p>
<div class="lb-trans"><p>该公司还代表了计算能力领域的未来赢家，因为它设计了被称为 XPU 的 AI 加速器——但并不一定与芯片巨头 Nvidia 竞争。XPU 是一种定制加速器，专为特定目的而设计，而 Nvidia 的芯片则是高性能的通用型。这使得 Broadcom 更容易占据市场份额，满足客户的特定需求，并提供可能与 Nvidia 的产品互补的产品。在最近一个季度，Broadcom 宣布了一项价值 100 亿美元的 XPU 订单——分析师表示客户是顶级 AI 实验室 OpenAI。</p>
</div><p>The AI business has resulted in significant revenue gains in recent quarters -- for example, in the latest one, Broadcom reported AI revenue growth of 63% to $5.2 billion. And this trend could continue if Nvidia chief Jensen Huang is right: He expects AI infrastructure spending to climb to $3 trillion or $4 trillion by the end of the decade, and Broadcom clearly could benefit from this stage of the AI boom. And that suggests this stock may crush the Magnificent Seven players as this AI infrastructure story unfolds.</p>
<div class="lb-trans"><p>AI 业务在最近几个季度带来了显著的收入增长——例如，在最新一个季度，Broadcom 报告的 AI 收入增长为 63%，达到 52 亿美元。如果 Nvidia 首席执行官黄仁勋是对的，这一趋势可能会持续下去：他预计到本世纪末，AI 基础设施支出将达到 3 万亿或 4 万亿美元，而 Broadcom 显然可以从 AI 热潮的这一阶段中受益。这表明，随着 AI 基础设施故事的发展，这只股票可能会击败壮丽七侠。</p>
</div>

可能超越 “辉煌七巨头” 的两只股票