<p><strong>英伟达</strong>（NVDA +0.80%）的成功主要归功于一款关键产品：图形处理单元（GPU）。这是驱动关键人工智能任务的芯片，例如大型语言模型的训练和推理，尽管其他公司也销售 GPU 和类似芯片，但英伟达的产品始终是最快和最有效的。因此，客户纷纷抢购该公司的 GPU 和最新更新，这导致了巨大的盈利增长。</p>
<p>请注意，我所说的是 “盈利”，而不仅仅是 “收入” 增长。英伟达不仅收入激增，而且将其转化为惊人的利润水平。在最新的一个季度，收入增长了 85%，达到了 810 亿美元，净收入在 GAAP 基础上增长了 211%，达到了 580 亿美元。而这一时期并不是个例：自人工智能热潮开始以来，英伟达每个季度都在实现这种增长。所有这些帮助该股在过去五年中上涨了超过 1200%。</p>
<p>因此，可以公平地说，英伟达是全球 GPU 巨头。但该公司在追求领导地位的道路上并没有止步。现在，这家科技巨头的目标是主导一个新的 2000 亿美元市场。让我们来看看细节，并考虑这对公司和投资者意味着什么。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzE4MDUvZ2V0dHlpbWFnZXMtNjM4NjM4OTk0LmpwZyZ3PTM4NDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzE4MDUvZ2V0dHlpbWFnZXMtNjM4NjM4OTk0LmpwZyZ3PTM4NDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>英伟达在 GPU 领域的优势</h2>
<p>如前所述，英伟达在 GPU 领域的 优势 以及在人工智能任务中的应用，帮助其在人工智能芯片市场中崛起。英伟达的 GPU 最初服务于游戏市场——而且至今仍然如此——但大约十年前，该公司注意到了人工智能的机会，并决定专注于此。这是一个明智的举动，考虑到英伟达近年来的盈利表现。</p>
<p>但英伟达并没有止步于 GPU。该公司建立了一个完整的人工智能产品和服务组合，创建了一个人工智能帝国。这包括企业软件和网络工具等元素。然而，有一款特定产品并不是英伟达的专长——那就是中央处理单元（CPU），即各种计算机的主要处理器。对于顶级 CPU，客户一直转向 <strong>英特尔</strong>，这家公司在该市场上长期以来一直处于领先地位，以及 <strong>超威半导体</strong>。</p>
<p>在人工智能热潮的初期阶段，CPU 并没有受到太多关注，因为推动流程的突出产品是 GPU。然而，最近，CPU 作为一种工具开始浮现，可能在人工智能增长的下一个阶段——自主人工智能时代中发挥关键作用。英伟达在其 Blackwell 系统中提供了一款 CPU，但这并不是一款独立产品。</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="英伟达股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英伟达</p>
<p>今日变动</p>
<p>(0.80%) $1.69</p>
<p>当前价格</p>
<p>$214.29</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$5.1 万亿</p>
<p>日内区间</p>
<p>$211.19 - $215.51</p>
<p>52 周区间</p>
<p>$132.92 - $236.54</p>
<p>成交量</p>
<p>420 万</p>
<p>平均成交量</p>
<p>1.647 亿</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.02%</p>
<h2>Vera Rubin：新市场的关键</h2>
<p>然而，英伟达即将推出的 Vera Rubin 平台确实提供了一款独立的 CPU，英伟达预计这将解锁一个 2000 亿美元的机会。事实上，英伟达已经预测今年独立 CPU 的销售将达到 200 亿美元——而这还只是 Rubin 在第三季度开始发货的情况下。</p>
<p>首席财务官 Colette Kress 在英伟达最近的财报电话会议上表示：“这使我们有望成为全球领先的 CPU 供应商。”</p>
<p>为什么 CPU 突然成为焦点？因为它是自主人工智能的一个很好的解决方案，提供了足够的计算能力，同时比 GPU 更高的能效。自主人工智能被视为下一个人工智能增长的驱动力，因为它是技术在现实世界中的实际 应用，AI 能够思考并采取行动来解决问题。因此，如果英伟达希望在人工智能市场保持领先地位，主导这一领域至关重要。</p>
<p>现在让我们回到我们的问题：这对英伟达及其股东意味着什么？这一举措可能看起来不算大事，但实际上是这家科技巨头的一个改变游戏规则的步骤。成为全球 GPU 和 CPU 的领导者可能会帮助收入在未来几个季度激增——同时拓宽英伟达在人工智能之外的新收入机会。</p>
<p>所有这些对股东来说都是好消息，特别是那些可能担心英伟达专注于 GPU 和人工智能的人。CPU 的领先地位可能大大降低风险。所有这些使得英伟达成为 值得拥有的顶级股票，因为它在这个 2000 亿美元的市场中不断进步。</p>

英伟达

英伟达期权收益策略 ETF - YieldMax

2 倍做多英伟达 ETF - Direxion

<p>英伟达作为 GPU 领域的领导者，正在通过即将推出的 Vera Rubin 平台扩展到 CPU 市场，旨在抓住 2000 亿美元的机会。公司预测今年 CPU 销售额将达到 200 亿美元，这得益于对自主 AI 解决方案的需求。这一战略举措可能会显著提升英伟达的收入，并降低股东的风险，巩固其在科技行业的顶尖股票地位</p>

<p><strong>Nvidia</strong>( NVDA +0.80%) has built much of its success thanks to one key product: the graphics processing unit (GPU). This is the chip driving key AI tasks such as the training and inference of large language models, and while other companies sell GPUs and similar chips, Nvidia's have consistently been the fastest and most efficient. As a result, customers have rushed to get in on the company's GPUs and latest updates -- and this has led to enormous earnings growth.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NVDA +0.80%）的成功主要归功于一款关键产品：图形处理单元（GPU）。这是驱动关键人工智能任务的芯片，例如大型语言模型的训练和推理，尽管其他公司也销售 GPU 和类似芯片，但英伟达的产品始终是最快和最有效的。因此，客户纷纷抢购该公司的 GPU 和最新更新，这导致了巨大的盈利增长。</p>
</div><p>Note that I say &#34;earnings&#34; and not just &#34;revenue&#34; growth. Nvidia not only has seen revenue explode higher, but it's also translated this into incredible levels of profit. In the latest quarter, revenue climbed 85% to $81 billion, and net income on a GAAP basis advanced 211% to $58 billion. And this period isn't an exception: Nvidia's been delivering this sort of growth quarter after quarter since the start of the AI boom. All of this has helped the stock gain more than 1,200% over the past five years.</p>
<div class="lb-trans"><p>请注意，我所说的是 “盈利”，而不仅仅是 “收入” 增长。英伟达不仅收入激增，而且将其转化为惊人的利润水平。在最新的一个季度，收入增长了 85%，达到了 810 亿美元，净收入在 GAAP 基础上增长了 211%，达到了 580 亿美元。而这一时期并不是个例：自人工智能热潮开始以来，英伟达每个季度都在实现这种增长。所有这些帮助该股在过去五年中上涨了超过 1200%。</p>
</div><p>So it's fair to say that Nvidia is the world's GPU giant. But the company isn't finished with its quest for leadership. Now, the tech giant is aiming to dominate a new $200 billion market. Let's check out the details and consider what it means for the company -- and investors.</p>
<div class="lb-trans"><p>因此，可以公平地说，英伟达是全球 GPU 巨头。但该公司在追求领导地位的道路上并没有止步。现在，这家科技巨头的目标是主导一个新的 2000 亿美元市场。让我们来看看细节，并考虑这对公司和投资者意味着什么。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzE4MDUvZ2V0dHlpbWFnZXMtNjM4NjM4OTk0LmpwZyZ3PTM4NDA" alt="An investor smiles while looking at something on a laptop in an office." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F871805%2Fgettyimages-638638994.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>Nvidia's strength in GPUs</h2>
<div class="lb-trans"><h2>英伟达在 GPU 领域的优势</h2>
</div><p>As mentioned, Nvidia's strength in GPUs, and therefore the powering of AI tasks, has helped it rise to the top of the AI chip market. Nvidia's GPUs originally serviced the gaming market -- and they still do -- but about 10 years ago, the company took note of the AI opportunity and decided to focus on it. This was a wise move, considering Nvidia's earnings performance in recent years.</p>
<div class="lb-trans"><p>如前所述，英伟达在 GPU 领域的 优势 以及在人工智能任务中的应用，帮助其在人工智能芯片市场中崛起。英伟达的 GPU 最初服务于游戏市场——而且至今仍然如此——但大约十年前，该公司注意到了人工智能的机会，并决定专注于此。这是一个明智的举动，考虑到英伟达近年来的盈利表现。</p>
</div><p>But Nvidia didn't stop with the GPU. The company built out a complete portfolio of AI products and services, creating an AI empire. This includes elements such as enterprise software and networking tools. One particular product, however, wasn't Nvidia's specialty -- and that was the central processing unit (CPU), or the main processor in computers of all sorts. For top CPUs, customers have turned to <strong>Intel</strong>, a company that's been a longtime leader in that market, as well as <strong>Advanced Micro Devices</strong>.</p>
<div class="lb-trans"><p>但英伟达并没有止步于 GPU。该公司建立了一个完整的人工智能产品和服务组合，创建了一个人工智能帝国。这包括企业软件和网络工具等元素。然而，有一款特定产品并不是英伟达的专长——那就是中央处理单元（CPU），即各种计算机的主要处理器。对于顶级 CPU，客户一直转向 <strong>英特尔</strong>，这家公司在该市场上长期以来一直处于领先地位，以及 <strong>超威半导体</strong>。</p>
</div><p>CPUs weren't spoken of much in the first phases of the AI boom, as the standout product powering processes was the GPU. In recent times, though, the CPU has emerged as a tool that may be key in the next stage of AI growth: the agentic AI era. Nvidia offers a CPU as part of its Blackwell system -- but this isn't a stand-alone product.</p>
<div class="lb-trans"><p>在人工智能热潮的初期阶段，CPU 并没有受到太多关注，因为推动流程的突出产品是 GPU。然而，最近，CPU 作为一种工具开始浮现，可能在人工智能增长的下一个阶段——自主人工智能时代中发挥关键作用。英伟达在其 Blackwell 系统中提供了一款 CPU，但这并不是一款独立产品。</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>英伟达</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.80%) $1.69</p>
<div class="lb-trans"><p>(0.80%) $1.69</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$214.29</p>
<div class="lb-trans"><p>$214.29</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>$5.1T</p>
<div class="lb-trans"><p>$5.1 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$211.19 - $215.51</p>
<div class="lb-trans"><p>$211.19 - $215.51</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$132.92 - $236.54</p>
<div class="lb-trans"><p>$132.92 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>4.2M</p>
<div class="lb-trans"><p>420 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>164.7M</p>
<div class="lb-trans"><p>1.647 亿</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>74.15%</p>
<div class="lb-trans"><p>74.15%</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>Vera Rubin: the key to a new market</h2>
<div class="lb-trans"><h2>Vera Rubin：新市场的关键</h2>
</div><p>However, Nvidia's upcoming Vera Rubin platform does offer a CPU stand-alone, and Nvidia expects this to unlock a $200 billion opportunity. In fact, Nvidia already predicts $20 billion in stand-alone CPU sales this year -- and this is with Rubin shipments beginning in the third quarter.</p>
<div class="lb-trans"><p>然而，英伟达即将推出的 Vera Rubin 平台确实提供了一款独立的 CPU，英伟达预计这将解锁一个 2000 亿美元的机会。事实上，英伟达已经预测今年独立 CPU 的销售将达到 200 亿美元——而这还只是 Rubin 在第三季度开始发货的情况下。</p>
</div><p>This is &#34;setting us up to become the world's leading CPU supplier,&#34; chief financial officer Colette Kress said during Nvidia's recent earnings call.</p>
<div class="lb-trans"><p>首席财务官 Colette Kress 在英伟达最近的财报电话会议上表示：“这使我们有望成为全球领先的 CPU 供应商。”</p>
</div><p>Why is the CPU suddenly in the spotlight? Because it's a great solution for agentic AI, offering just enough compute power along with higher energy efficiency than a GPU. Agentic AI is seen as the next AI growth driver, as it's the actual application of the technology in the real world, with AI thinking and taking actions to solve problems. So it's crucial for Nvidia to lead here if it aims to stay on top in the AI market.</p>
<div class="lb-trans"><p>为什么 CPU 突然成为焦点？因为它是自主人工智能的一个很好的解决方案，提供了足够的计算能力，同时比 GPU 更高的能效。自主人工智能被视为下一个人工智能增长的驱动力，因为它是技术在现实世界中的实际 应用，AI 能够思考并采取行动来解决问题。因此，如果英伟达希望在人工智能市场保持领先地位，主导这一领域至关重要。</p>
</div><p>Now let's get back to our question: What does this mean for Nvidia and its shareholders? This move may not seem like a big deal, but it's actually a game-changing step for the tech giant. Becoming the global leader in both GPUs and CPUs could help revenue skyrocket in the quarters to come -- and at the same time broaden Nvidia's new revenue opportunities beyond AI.</p>
<div class="lb-trans"><p>现在让我们回到我们的问题：这对英伟达及其股东意味着什么？这一举措可能看起来不算大事，但实际上是这家科技巨头的一个改变游戏规则的步骤。成为全球 GPU 和 CPU 的领导者可能会帮助收入在未来几个季度激增——同时拓宽英伟达在人工智能之外的新收入机会。</p>
</div><p>All of this is fantastic news for shareholders, particularly those who may have worried about Nvidia's focus on GPUs and AI. A leading position in CPUs could greatly reduce risk. All of this makes Nvidia a top stock to own as it progresses in this $200 billion market.</p>
<div class="lb-trans"><p>所有这些对股东来说都是好消息，特别是那些可能担心英伟达专注于 GPU 和人工智能的人。CPU 的领先地位可能大大降低风险。所有这些使得英伟达成为 值得拥有的顶级股票，因为它在这个 2000 亿美元的市场中不断进步。</p>
</div>

Nvidia Already is the GPU Giant. Now It's Aiming to Dominate in a New $200 Billion Market.

- Nvidia 依赖 GPU 实现显著利润增长，最新季度收入增长 85%。  
- 公司即将推出 Vera Rubin CPU，预计带来 2000 亿市场机遇。  
- 成为全球 GPU 和 CPU 领导者，或将进一步提升公司收入。

Motley Fool

2 倍做多英伟达 ETF - GraniteShares

英伟达已经是 GPU 领域的巨头。现在，它正计划在一个新的 2000 亿美元市场中占据主导地位