<p><strong>Meta Platforms</strong>（META +0.21%）在过去几年中一直是人工智能（AI）领域最引人注目的公司之一。这家公司以其社交媒体应用而闻名，曾表示有意追求人工智能，甚至希望将超级智能带给全球人们。作为这一计划的一部分，Meta 已经投入数十亿美元来建设数据中心，创建大型语言模型，并为应用用户和广告客户提供人工智能功能。</p>
<p>Meta 与人工智能芯片领导者 <strong>Nvidia</strong>（NVDA 0.04%）之间的关系是什么？Meta 是 Nvidia 最大的客户之一，购买这家科技巨头的图形处理单元（GPU）来支持其 AI 模型的训练等关键任务。尽管 Meta 是 Nvidia 的重要客户，但该公司过去也曾转向竞争对手 <strong>Advanced Micro Devices</strong>，而且 Meta 甚至自己制造芯片。</p>
<p>Meta 并不是唯一的客户。Nvidia 的其他客户——例如 <strong>Amazon</strong>——也以相似的方式运作：他们从多种来源寻求芯片。这引发了投资者的担忧，认为 Nvidia 最终可能会失去市场份额。但最近几天，Meta 采取了一项引人注目的举措，这对 Nvidia 来说是个好消息。让我们来看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTcwMDQvaW52ZXN0b3Itc21pbGluZy1waG9uZS1hdC1ob21lLmpwZyZ3PTM4NDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="2121" height="1414" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTcwMDQvaW52ZXN0b3Itc21pbGluZy1waG9uZS1hdC1ob21lLmpwZyZ3PTM4NDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>早期关注 GPU</h2>
<p>首先，让我们快速总结一下 Nvidia 的业务。即使在人工智能成为高增长行业之前，Nvidia 就已经认识到这项技术的潜力，并决定 设计其 GPU 以适应这一需求。这种早期的市场存在帮助 Nvidia 建立了一个包括软件到网络工具在内的人工智能帝国。重要的是，这种从一开始就关注人工智能的策略使 Nvidia 积累了专业知识，并使公司在竞争对手面前保持领先：Nvidia 的 GPU 继续保持市场上最强大的声誉。</p>
<p>此外，Nvidia 承诺每年更新这些芯片，这使得竞争对手很难赶上。</p>
<p>尽管如此，投资者仍然担心来自竞争对手如 AMD 的产品日益强大，以及 Meta、亚马逊网络服务（AWS）等公司自行研发芯片的举动。这些新芯片的价格低于 Nvidia 的 GPU，提供了明显的销售优势。</p>
<p>现在，让我们转向 Meta 刚刚采取的举措，这应该能缓解投资者的担忧。Meta 与 Nvidia 签署了一项新协议，购买数百万个芯片，包括 GPU、独立中央处理单元（CPU）以及网络和安全技术。该交易的价值尚未公布，但 CNBC 援引 Creative Strategies 分析师 Ben Bajarin 的话称，这可能价值 “数百亿美元”。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Nvidia 股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>Nvidia</p>
<p>今日变动</p>
<p>(-0.04%) $-0.08</p>
<p>当前价格</p>
<p>$187.90</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.6 万亿</p>
<p>日内区间</p>
<p>$185.66 - $188.43</p>
<p>52 周区间</p>
<p>$86.62 - $212.19</p>
<p>成交量</p>
<p>1.27 亿</p>
<p>平均成交量</p>
<p>1.79 亿</p>
<p>毛利率</p>
<p>70.05%</p>
<p>股息收益率</p>
<p>0.02%</p>
<h2>Nvidia 的数据中心 CPU</h2>
<p>这里的一个关键点是，Meta 正在向 Nvidia 寻求 CPU，即计算机的主要处理器，并将在其数据中心中单独使用这些芯片——这代表了 Nvidia 作为 GPU 专家在数据中心 CPU 市场的首次重大举措。</p>
<p>而且，这项交易的真正好消息在于，它显示了 Nvidia 的领导力。尽管 Meta 已经开发了自己的芯片，并且也可以转向其他厂商购买芯片，但该公司选择了 Nvidia 作为其人工智能基础设施的支柱。Meta 对人工智能的 关注 非常巨大，因此显然这家公司在寻找最好的产品来引导其发展——而再次选择了 Nvidia。</p>
<p>那么，这对投资者意味着什么？这并不意味着其他人工智能芯片公司不会成功。在这个领域中，有足够的空间让多家公司产生可观的收入。但这项交易明确表明，Meta 开发自己的芯片，甚至可能从其他公司购买芯片，并不是为了取代 Nvidia。而且，很可能其他 Nvidia 客户 也在采取相同的路线，分散供应的同时仍依赖于这家人工智能巨头。</p>
<p>所有这些都应该缓解对 Nvidia 失去市场份额的担忧，并激发对 Nvidia 今年晚些时候推出新芯片的乐观情绪。</p>

英伟达

高科技指数 ETF - SPDR

费城交易所 半导体 ETF - iShares

<p>Meta Platforms 与 Nvidia 签署了一项重要协议，购买数百万个芯片，包括 GPU 和 CPU，价值可能达到数百亿美元。这一举措突显了 Meta 对 Nvidia 在其人工智能基础设施上的依赖，尽管其自身也在进行芯片开发。该协议缓解了投资者对 Nvidia 失去市场份额给竞争对手的担忧，并巩固了 Nvidia 在人工智能芯片市场的领导地位。该交易还标志着 Nvidia 进入数据中心 CPU 市场，展示了其对创新的承诺和保持竞争优势的决心</p>

<p><strong>Meta Platforms</strong>( META +0.21%) has been one of the most noteworthy names in the artificial intelligence (AI) space over the past couple of years. The company, known for its social media apps, has spoken of its intentions to pursue AI and even bring superintelligence to people around the world. As part of this, Meta has been spending billions of dollars to build out data centers, create large language models, and offer AI features to app users and its advertising customers.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>（META +0.21%）在过去几年中一直是人工智能（AI）领域最引人注目的公司之一。这家公司以其社交媒体应用而闻名，曾表示有意追求人工智能，甚至希望将超级智能带给全球人们。作为这一计划的一部分，Meta 已经投入数十亿美元来建设数据中心，创建大型语言模型，并为应用用户和广告客户提供人工智能功能。</p>
</div><p>What's the relationship between Meta and AI chip leader <strong>Nvidia</strong>( NVDA 0.04%)? Meta is one of Nvidia's biggest customers, buying the tech giant's graphics processing units (GPUs) to power key tasks such as the training of its AI models. Though Meta is a significant Nvidia customer, the company has also turned to rival chip designer <strong>Advanced Micro Devices</strong> in the past, and Meta even makes its own chips.</p>
<div class="lb-trans"><p>Meta 与人工智能芯片领导者 <strong>Nvidia</strong>（NVDA 0.04%）之间的关系是什么？Meta 是 Nvidia 最大的客户之一，购买这家科技巨头的图形处理单元（GPU）来支持其 AI 模型的训练等关键任务。尽管 Meta 是 Nvidia 的重要客户，但该公司过去也曾转向竞争对手 <strong>Advanced Micro Devices</strong>，而且 Meta 甚至自己制造芯片。</p>
</div><p>Meta isn't alone. Some of Nvidia's other customers -- <strong>Amazon</strong>, for example -- operate in the same way: They seek chips from a variety of sources. And this has prompted investors to worry that Nvidia eventually may lose market share. But, in recent days, Meta made a striking move, and it's excellent news for Nvidia. Let's check it out.</p>
<div class="lb-trans"><p>Meta 并不是唯一的客户。Nvidia 的其他客户——例如 <strong>Amazon</strong>——也以相似的方式运作：他们从多种来源寻求芯片。这引发了投资者的担忧，认为 Nvidia 最终可能会失去市场份额。但最近几天，Meta 采取了一项引人注目的举措，这对 Nvidia 来说是个好消息。让我们来看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTcwMDQvaW52ZXN0b3Itc21pbGluZy1waG9uZS1hdC1ob21lLmpwZyZ3PTM4NDA" alt="An investor looks at something on a smartphone at home." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F857004%2Finvestor-smiling-phone-at-home.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>An early focus on GPUs</h2>
<div class="lb-trans"><h2>早期关注 GPU</h2>
</div><p>First, though, let's start off with a quick summary of Nvidia's business so far. Even before AI became a high-growth industry, Nvidia recognized the potential of the technology and decided to design its GPUs to suit it. This early market presence helped Nvidia build an AI empire that now includes a variety of products from software to networking tools. Importantly, this focus on AI from the earliest days has brought Nvidia expertise and kept the company a step ahead of rivals: Nvidia's GPUs continue to maintain their reputation as the most powerful on the market.</p>
<div class="lb-trans"><p>首先，让我们快速总结一下 Nvidia 的业务。即使在人工智能成为高增长行业之前，Nvidia 就已经认识到这项技术的潜力，并决定 设计其 GPU 以适应这一需求。这种早期的市场存在帮助 Nvidia 建立了一个包括软件到网络工具在内的人工智能帝国。重要的是，这种从一开始就关注人工智能的策略使 Nvidia 积累了专业知识，并使公司在竞争对手面前保持领先：Nvidia 的 GPU 继续保持市场上最强大的声誉。</p>
</div><p>On top of this, Nvidia has committed to updating these chips annually, a move that makes it very difficult for competitors to slip ahead.</p>
<div class="lb-trans"><p>此外，Nvidia 承诺每年更新这些芯片，这使得竞争对手很难赶上。</p>
</div><p>Still, investors have worried about the increasing strength of products from rivals such as AMD -- and even moves by Meta, Amazon Web Services (AWS), and others to create their own chips. These new chips are cheaper than Nvidia's GPUs, offering them a clear selling point.</p>
<div class="lb-trans"><p>尽管如此，投资者仍然担心来自竞争对手如 AMD 的产品日益强大，以及 Meta、亚马逊网络服务（AWS）等公司自行研发芯片的举动。这些新芯片的价格低于 Nvidia 的 GPU，提供了明显的销售优势。</p>
</div><p>Now, let's turn to the move Meta just made that should relieve investors' concerns. Meta has signed a new deal with Nvidia for the purchase of millions of chips, including GPUs, stand-alone central processing units (CPUs), and networking and security technologies. The value of the deal wasn't released, but CNBC cited Creative Strategies analyst Ben Bajarin as saying it may be worth &#34;tens of billions of dollars.&#34;</p>
<div class="lb-trans"><p>现在，让我们转向 Meta 刚刚采取的举措，这应该能缓解投资者的担忧。Meta 与 Nvidia 签署了一项新协议，购买数百万个芯片，包括 GPU、独立中央处理单元（CPU）以及网络和安全技术。该交易的价值尚未公布，但 CNBC 援引 Creative Strategies 分析师 Ben Bajarin 的话称，这可能价值 “数百亿美元”。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>Nvidia</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-0.04%) $-0.08</p>
<div class="lb-trans"><p>(-0.04%) $-0.08</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$187.90</p>
<div class="lb-trans"><p>$187.90</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.6T</p>
<div class="lb-trans"><p>$4.6 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$185.66 - $188.43</p>
<div class="lb-trans"><p>$185.66 - $188.43</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$86.62 - $212.19</p>
<div class="lb-trans"><p>$86.62 - $212.19</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>127M</p>
<div class="lb-trans"><p>1.27 亿</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>179M</p>
<div class="lb-trans"><p>1.79 亿</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>70.05%</p>
<div class="lb-trans"><p>70.05%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.02%</p>
<div class="lb-trans"><p>0.02%</p>
</div><h2>Nvidia's CPUs for data centers</h2>
<div class="lb-trans"><h2>Nvidia 的数据中心 CPU</h2>
</div><p>A key point here is that Meta is turning to Nvidia for CPUs, the main processor in a computer, and will use these chips on their own in data centers -- this represents the first big move by Nvidia, a GPU specialist, in the CPU for data centers market.</p>
<div class="lb-trans"><p>这里的一个关键点是，Meta 正在向 Nvidia 寻求 CPU，即计算机的主要处理器，并将在其数据中心中单独使用这些芯片——这代表了 Nvidia 作为 GPU 专家在数据中心 CPU 市场的首次重大举措。</p>
</div><p>And the really good news here is that this deal shows the strength of Nvidia's leadership. Though Meta has developed its own chips and could also turn to other players for chips, the company instead has chosen Nvidia as the backbone of its AI infrastructure. Meta has put an enormous focus on AI, so it's clear this company is looking for the very best products to shepherd it along the path -- and once again, it's chosen Nvidia.</p>
<div class="lb-trans"><p>而且，这项交易的真正好消息在于，它显示了 Nvidia 的领导力。尽管 Meta 已经开发了自己的芯片，并且也可以转向其他厂商购买芯片，但该公司选择了 Nvidia 作为其人工智能基础设施的支柱。Meta 对人工智能的 关注 非常巨大，因此显然这家公司在寻找最好的产品来引导其发展——而再次选择了 Nvidia。</p>
</div><p>So, what does this mean for investors? This doesn't suggest that other AI chip companies won't be successful. There is plenty of room for more than one company to generate significant revenue in this space. But this deal makes it clear that Meta's development of its own chips and even potential moves to buy chips from other companies aren't meant to replace Nvidia. And it's very likely that other Nvidia customers are taking the same route, diversifying supply while still relying on the AI giant.</p>
<div class="lb-trans"><p>那么，这对投资者意味着什么？这并不意味着其他人工智能芯片公司不会成功。在这个领域中，有足够的空间让多家公司产生可观的收入。但这项交易明确表明，Meta 开发自己的芯片，甚至可能从其他公司购买芯片，并不是为了取代 Nvidia。而且，很可能其他 Nvidia 客户 也在采取相同的路线，分散供应的同时仍依赖于这家人工智能巨头。</p>
</div><p>All of this should relieve worries about Nvidia losing market share -- and spur optimism about Nvidia's next chip launch later this year.</p>
<div class="lb-trans"><p>所有这些都应该缓解对 Nvidia 失去市场份额的担忧，并激发对 Nvidia 今年晚些时候推出新芯片的乐观情绪。</p>
</div>

Meta Just Made a Striking Move. And It's Excellent News for Nvidia.

- Meta 与 Nvidia 签署巨额芯片采购合同，包含 GPU 和 CPU。  
- 此举显示出 Meta 对 Nvidia 的信任，强化其 AI 基础设施。  
- 投资者对 Nvidia 的市场份额担忧将得到缓解。

Motley Fool

2 倍做多英伟达 ETF - Direxion

2 倍做多英伟达 ETF - GraniteShares

半导体 ETF - VanEck Vectors

2 倍做多 META ETF - GraniteShares

英伟达期权收益策略 ETF - YieldMax

Roundhill META WeeklyPay ETF

2 倍做多 NVDA ETF - T-Rex

2 倍做多 Meta ETF - Direxion

半导体 3 倍做多 - Direxion

南方两倍做多英伟达

南方两倍做空英伟达

1 倍做空英伟达 ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

Meta 刚刚采取了一个引人注目的行动。这对 NVIDIA 来说是个极好的消息