<p><strong>英伟达</strong>（NVDA 0.93%）已经建立了一个人工智能（AI）帝国，提供图形处理单元（GPU），这些单元支持诸如 AI 模型训练等重要任务，并提供广泛的相关产品和服务。这一切使得近年来的收益飙升——股价也随之上涨。</p>
<p>客户纷纷涌向英伟达，购买这些顶级 AI 产品，该公司在 AI 芯片市场上始终保持第一的位置。最近，英伟达表示，它还旨在在中央处理单元（CPU）领域领先，而这一市场一直被 <strong>英特尔</strong> 和 <strong>超威半导体</strong> 主导。这代表着 2000 亿美元的机会，英伟达表示，凭借其今年晚些时候推出的首款独立 CPU，它正朝着实现这一目标迈进。</p>
<p>这一切听起来都很美好，但重要的是要记住，英伟达面临来自多家公司的竞争。这个领导者能否继续在 AI 领域占据主导地位？一个数字提供了一个清晰的答案。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzYwMTEvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LmpwZyZ3PTM4NDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzYwMTEvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LmpwZyZ3PTM4NDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>GPU 专业知识的历史</h2>
<p>首先，让我们快速回顾一下英伟达的故事。该公司在 GPU 专业知识 方面有着悠久的历史，这款芯片最初服务于游戏市场。英伟达仍然为游戏制造 GPU，但多年来它逐渐扩展了这些高性能芯片的用途。通过 CUDA 并行计算平台，GPU 可以被编程用于其他需求，而 AI 领域被证明是特别有价值的。</p>
<p>如今，向数据中心客户销售的 GPU 占据了英伟达收入的绝大部分。这不仅包括芯片，还包括网络工具等相关产品，因此英伟达提供完整的 AI 系统。该公司还专门设计了适合各个行业的产品——例如，帮助医疗公司进行药物发现的 AI 平台。</p>
<p>这一切帮助英伟达的收入在近年来实现了两位数和三位数的增长，并在最新的财年中达到了超过 2150 亿美元的新纪录。今年第一季度，收益继续攀升，收入增长 85% 至 810 亿美元，净收入增长超过 200% 至 580 亿美元。</p>
<p>因此，英伟达的股价也飙升，五年来上涨了 900%。</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" 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>（-0.93%）$-1.85</p>
<p>当前价格</p>
<p>$198.19</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.8 万亿</p>
<p>日内区间</p>
<p>$196.59 - $201.64</p>
<p>52 周区间</p>
<p>$151.49 - $236.54</p>
<p>成交量</p>
<p>440 万</p>
<p>平均成交量</p>
<p>1.618 亿</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.14%</p>
<h2>英伟达面临竞争</h2>
<p>这些因素都为我们提供了对未来的乐观理由，但我们不应忽视英伟达 面临日益增长的竞争。其他芯片设计公司，如 AMD，或新进入市场的玩家如 <strong>Cerebras Systems</strong>，都旨在争夺市场份额。甚至一些英伟达的客户可能也构成威胁，因为他们正在设计自己的芯片。<strong>亚马逊</strong> 就是一个很好的例子。该公司对其自有芯片的需求如此之大，以至于它甚至可能考虑创建一个独立的芯片业务。</p>
<p>现在，让我们考虑我们的问题：随着竞争加剧和客户获得越来越多的选择，英伟达能否继续在 AI 领域占据主导地位？</p>
<p>一个特别的数字提供了一个清晰的答案。根据最新排名，全球最快超级计算机榜单上近 90% 的新系统都是基于英伟达构建的。这清楚地表明，客户仍然选择英伟达——因此，尽管竞争对手也有很多商机，但到目前为止，这并没有对英伟达的领导地位构成威胁。</p>
<p>数据显示，英伟达驱动着全球 500 台最快超级计算机中的 81%——即超过 400 台。这比上次报告增加了 17 台。该名单每年更新两次。</p>
<p>展望未来，英伟达在 CPU 领域的新布局可能会帮助其进一步拓展，因为它现在提供了另一个关键元素，特别是在自主 AI 阶段。CPU 是帮助指导 AI 代理采取行动以解决人类问题的主要芯片。</p>
<p>这一切意味着，尽管英伟达面临竞争，客户仍然看重选择这一领导者的价值——而且该公司对创新的关注应该会持续下去。这对选择 长期持有 英伟达的投资者来说是个好消息。</p>

英伟达

2 倍做多英伟达 ETF - Direxion

<p>英伟达在人工智能芯片市场保持着其主导地位，其技术驱动了全球前 500 台超级计算机中的 81%。尽管面临来自 AMD 等竞争对手以及客户自设计芯片的日益竞争，英伟达强劲的财务表现（第一季度收入增长 85%）以及其在 CPU 领域的扩展支持了其领导地位。这些数据表明，英伟达仍然是高性能计算的首选，长期投资者将从中受益</p>

<p><strong>Nvidia</strong>( NVDA 0.93%) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the training of AI models and providing a wide range of related products and services. All of this has sent earnings soaring in recent years -- and the stock price has followed.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NVDA 0.93%）已经建立了一个人工智能（AI）帝国，提供图形处理单元（GPU），这些单元支持诸如 AI 模型训练等重要任务，并提供广泛的相关产品和服务。这一切使得近年来的收益飙升——股价也随之上涨。</p>
</div><p>Customers flock to Nvidia for these top AI products, and the company has consistently remained No. 1 in the AI chip market. In recent times, Nvidia says it also aims to lead in central processing units (CPUs), a market that's been dominated by <strong>Intel</strong> and <strong>Advanced Micro Devices</strong>. This represents a $200 billion opportunity, and Nvidia has said it's on track to accomplish this goal thanks to its first stand-alone CPU, launching later this year.</p>
<div class="lb-trans"><p>客户纷纷涌向英伟达，购买这些顶级 AI 产品，该公司在 AI 芯片市场上始终保持第一的位置。最近，英伟达表示，它还旨在在中央处理单元（CPU）领域领先，而这一市场一直被 <strong>英特尔</strong> 和 <strong>超威半导体</strong> 主导。这代表着 2000 亿美元的机会，英伟达表示，凭借其今年晚些时候推出的首款独立 CPU，它正朝着实现这一目标迈进。</p>
</div><p>All of this sounds fantastic, but it's important to remember that Nvidia faces increasing competition from a variety of companies. Will this leader continue to dominate in AI? One number offers a strikingly clear answer.</p>
<div class="lb-trans"><p>这一切听起来都很美好，但重要的是要记住，英伟达面临来自多家公司的竞争。这个领导者能否继续在 AI 领域占据主导地位？一个数字提供了一个清晰的答案。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzYwMTEvZ2V0dHlpbWFnZXMtMjA3ODkxNzEwOS0xMjAxeDcwNi1lMjFjNTQ3LmpwZyZ3PTM4NDA" alt="An AI chip is shown." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F876011%2Fgettyimages-2078917109-1201x706-e21c547.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>A history of GPU expertise</h2>
<div class="lb-trans"><h2>GPU 专业知识的历史</h2>
</div><p>First, let's start with a quick summary of the Nvidia story so far. The company has a long history of GPU expertise, with this chip first serving the gaming market. Nvidia still makes GPUs for gaming, but it has progressively expanded the uses of these high-powered chips over the years. Through the CUDA parallel computing platform, GPUs may be programmed for other needs, and the area of AI has proven to be particularly valuable.</p>
<div class="lb-trans"><p>首先，让我们快速回顾一下英伟达的故事。该公司在 GPU 专业知识 方面有着悠久的历史，这款芯片最初服务于游戏市场。英伟达仍然为游戏制造 GPU，但多年来它逐渐扩展了这些高性能芯片的用途。通过 CUDA 并行计算平台，GPU 可以被编程用于其他需求，而 AI 领域被证明是特别有价值的。</p>
</div><p>Today, sales of GPUs to data center customers generate the lion's share of Nvidia's revenue. And this doesn't include chips only, but related products such as networking tools, so that Nvidia offers complete AI systems. The company has also designed offerings specifically suited to various industries -- for example, AI platforms that assist healthcare companies with drug discovery.</p>
<div class="lb-trans"><p>如今，向数据中心客户销售的 GPU 占据了英伟达收入的绝大部分。这不仅包括芯片，还包括网络工具等相关产品，因此英伟达提供完整的 AI 系统。该公司还专门设计了适合各个行业的产品——例如，帮助医疗公司进行药物发现的 AI 平台。</p>
</div><p>All of this has helped Nvidia's revenue climb in the double and triple digits in recent years, and it reached a new record of more than $215 billion in the latest fiscal year. In the first quarter of this year, earnings continued to climb, with revenue rising 85% to $81 billion, and net income advancing more than 200% to $58 billion.</p>
<div class="lb-trans"><p>这一切帮助英伟达的收入在近年来实现了两位数和三位数的增长，并在最新的财年中达到了超过 2150 亿美元的新纪录。今年第一季度，收益继续攀升，收入增长 85% 至 810 亿美元，净收入增长超过 200% 至 580 亿美元。</p>
</div><p>So it's not surprising that Nvidia's stock price has also skyrocketed, climbing 900% over five years.</p>
<div class="lb-trans"><p>因此，英伟达的股价也飙升，五年来上涨了 900%。</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>(-0.93%) $-1.85</p>
<div class="lb-trans"><p>（-0.93%）$-1.85</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$198.19</p>
<div class="lb-trans"><p>$198.19</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>$4.8T</p>
<div class="lb-trans"><p>$4.8 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$196.59 - $201.64</p>
<div class="lb-trans"><p>$196.59 - $201.64</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$151.49 - $236.54</p>
<div class="lb-trans"><p>$151.49 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>4.4M</p>
<div class="lb-trans"><p>440 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>161.8M</p>
<div class="lb-trans"><p>1.618 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>0.14%</p>
<div class="lb-trans"><p>0.14%</p>
</div><h2>Nvidia faces competition</h2>
<div class="lb-trans"><h2>英伟达面临竞争</h2>
</div><p>These points all offer us reason for optimism about the future, but we shouldn't ignore the fact that Nvidia faces growing competition. Fellow chip designers, such as AMD, or new-to-the-market players like <strong>Cerebras Systems</strong>, aim to take market share. And even some of Nvidia's customers might represent a threat as they're designing their own chips. <strong>Amazon</strong> is a good example. The company has seen such demand for its own chips that it may even consider creating a separate chip business.</p>
<div class="lb-trans"><p>这些因素都为我们提供了对未来的乐观理由，但我们不应忽视英伟达 面临日益增长的竞争。其他芯片设计公司，如 AMD，或新进入市场的玩家如 <strong>Cerebras Systems</strong>，都旨在争夺市场份额。甚至一些英伟达的客户可能也构成威胁，因为他们正在设计自己的芯片。<strong>亚马逊</strong> 就是一个很好的例子。该公司对其自有芯片的需求如此之大，以至于它甚至可能考虑创建一个独立的芯片业务。</p>
</div><p>Now, let's consider our question: Will Nvidia continue to dominate in AI as the competition mounts and customers are served with more and more options?</p>
<div class="lb-trans"><p>现在，让我们考虑我们的问题：随着竞争加剧和客户获得越来越多的选择，英伟达能否继续在 AI 领域占据主导地位？</p>
</div><p>One particular number offers a strikingly clear answer. Almost nine of every 10 systems new to the world's fastest supercomputer list are built on Nvidia, according to the latest rankings. This clearly shows that customers continue to turn to Nvidia -- so even though there is plenty of business for rivals to succeed too, so far this hasn't come even close to threatening Nvidia's leadership position.</p>
<div class="lb-trans"><p>一个特别的数字提供了一个清晰的答案。根据最新排名，全球最快超级计算机榜单上近 90% 的新系统都是基于英伟达构建的。这清楚地表明，客户仍然选择英伟达——因此，尽管竞争对手也有很多商机，但到目前为止，这并没有对英伟达的领导地位构成威胁。</p>
</div><p>The data revealed that Nvidia powers 81% -- or more than 400 -- of the world's top 500 fastest supercomputers. This is an increase of 17 systems from the last report, according to Nvidia. The list is updated twice a year.</p>
<div class="lb-trans"><p>数据显示，英伟达驱动着全球 500 台最快超级计算机中的 81%——即超过 400 台。这比上次报告增加了 17 台。该名单每年更新两次。</p>
</div><p>Moving forward, Nvidia's new presence in CPUs may help it gain even more ground, as it now offers another key element, particularly in the phase of agentic AI. CPUs are the main chips that help guide AI agents as they take action to handle a problem on behalf of humans.</p>
<div class="lb-trans"><p>展望未来，英伟达在 CPU 领域的新布局可能会帮助其进一步拓展，因为它现在提供了另一个关键元素，特别是在自主 AI 阶段。CPU 是帮助指导 AI 代理采取行动以解决人类问题的主要芯片。</p>
</div><p>All of this means that, though Nvidia faces competition, customers still see the value of choosing this leader -- and the company's focus on innovation should keep this going. And that's excellent news for investors who've chosen to buy and hold Nvidia for the long term.</p>
<div class="lb-trans"><p>这一切意味着，尽管英伟达面临竞争，客户仍然看重选择这一领导者的价值——而且该公司对创新的关注应该会持续下去。这对选择 长期持有 英伟达的投资者来说是个好消息。</p>
</div>

Will Nvidia Continue to Dominate in AI? This One Number Offers a Strikingly Clear Answer.

- Nvidia 提供强大的 AI 产品，营收在最近几年大幅增长，最新财年超 $2150 亿。  
- 目前，Nvidia 在 AI 芯片市场保持领先，但面临来自 AMD 和亚马逊等公司的竞争。  
- 91% 的世界超级计算机使用 Nvidia 技术，显示其依然受欢迎。

Motley Fool

英伟达期权收益策略 ETF - YieldMax

南方两倍做多英伟达

2 倍做多英伟达 ETF - GraniteShares

2 倍做空 NVDA ETF - GraniteShares

南方两倍做空英伟达

ProShares Ultra NVDA

2 倍做多 NVDA ETF - T-Rex

1 倍做空英伟达 ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

1.5 倍做空英伟达 ETF - Tradr

YieldMax AMD Option Income Strategy ETF

xETFs NVDA Daily Income ETF

2 倍做多 AMD ETF - Direxion

GraniteShares 2x Long AMD Daily ETF

Defiance Daily Target 2X Short AMD ETF

Leverage Shares 2X Long AMD Daily ETF

Roundhill AMD WeeklyPay ETF

2 倍做多英伟达 ETF - Leverage Shares

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

NVDA 周配息 ETF - Roundhill

GraniteShares YieldBOOST NVDA ETF

1 倍做空 AMD ETF - Direxion

NVDA 期权收益策略 ETF - YieldMax

XI二南英伟-U

2 倍做多 MAG7 指数 ETF - Roundhill

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

标普半导体 ETF - SPDR

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

英特尔

亚马逊

NVIDIA Corporation

英伟达是否会继续在人工智能领域保持主导地位？这个数字给出了一个非常明确的答案