<p><strong>英偉達</strong>(NVDA 3.52%) 由於其 AI 芯片的主導地位以及向多種相關產品的擴展，已經建立了一個人工智能 (AI) 帝國。但該公司並沒有孤立自己，而是尋求與其他公司合作——甚至是規模較小的參與者——在這場 AI 熱潮中。特別是一家公司成為了英偉達的重要盟友，那就是 <strong>CoreWeave</strong>(CRWV 0.39%)。</p>
<p>CoreWeave 於三月推出了首次公開募股，股票自此上漲了約 195%，得益於公司銷售的激增——以及與英偉達的關係。到第二季度末，英偉達持有 CoreWeave 7% 的股份，而 CoreWeave 佔英偉達投資組合的 91%。CoreWeave 的業務在很大程度上依賴於英偉達，因為該公司的專長是：通過其雲平台向客户租賃英偉達的高性能圖形處理單元 (GPU)。</p>
<p>現在，英偉達的最新舉措——與 CoreWeave 達成 63 億美元的交易——對兩家公司的股東來説意味着重大事項。讓我們仔細看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM5MDMvZ2V0dHlpbWFnZXMtNDU3MjA3NjY5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM5MDMvZ2V0dHlpbWFnZXMtNDU3MjA3NjY5LmpwZyZ3PTcwMA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1300% 的收益</h2>
<p>不過，首先快速總結一下英偉達和 CoreWeave 的業務。如前所述，英偉達是 AI 芯片的領導者，其 GPU 和相關產品在過去幾年中創造了創紀錄的收入和利潤。英偉達的芯片在市場上提供最高的性能，因此科技巨頭們為了優先實現 AI 成功，紛紛搶購這些必不可少的工具。所有這些幫助英偉達的股票在過去五年中上漲了 1300%——並推動市場價值超過 4 萬億美元，使英偉達成為全球最大的公司。</p>
<p>如前所述，CoreWeave 通過其雲平台為客户提供訪問英偉達計算的機會。客户可以按小時或長期租賃 GPU，這為他們提供了極大的靈活性。CoreWeave 在 32 個數據中心擁有約 250,000 個 GPU，並且是首個將英偉達最新創新普遍提供的公司。所有這些都轉化為超常的收入增長，最新季度的銷售額增長了三倍。CoreWeave 顯然依賴於英偉達的成功，因為對英偉達 GPU 的需求推動了其收入的增長——如果需求下降，不僅英偉達會受到影響，CoreWeave 也會受到影響。</p>
<p>這讓我談到兩家公司之間的最新交易。英偉達與 CoreWeave 簽署了一份 63 億美元的訂單，確保這家芯片領導者將購買 CoreWeave 無法向客户銷售的任何雲容量。該交易延續了 2023 年的協議，涵蓋至 2032 年 4 月 13 日。</p>
<h2>消除風險</h2>
<p>這份訂單對兩家公司及其股東來説意味着不同但重要的事情。對於 CoreWeave 來説，這消除了公司被困於過剩產能的重大風險。儘管 AI 支出的未來看起來光明，但即使是短期內的支出下降也可能對公司造成損失。因此，英偉達同意在潛在情況下介入，意味着如果需求出現下降，這不會影響 CoreWeave 的銷售。因此，股東們可能會鬆一口氣，而那些擔心這一風險的謹慎投資者可能會考慮投資 CoreWeave。</p>
<p>至於英偉達，這一舉措表明公司對未來幾年 AI 產能的需求充滿信心。如果科技巨頭看到前景中有重大放緩，它不太可能同意這樣的交易。這進一步強化了英偉達幾周前的預測，即到本世紀末，AI 基礎設施支出可能達到 4 萬億美元。英偉達過去曾表示，其客户為其提供了關於即將需求的可見性——因此這家芯片設計公司對需求情況的演變有很好的瞭解。</p>
<p>所有這些意味着，英偉達與 CoreWeave 之間的最新交易對兩家公司的股東來説都是好消息——對於 CoreWeave，這項協議降低了風險，而對於英偉達，這項協議確認了 AI 的需求依然強勁。</p>
<p>考慮到這一點，這兩家公司都是值得購買和持有的優秀 AI 股票，因為這一 AI 增長故事正在發展。</p>

英偉達

CRWV

2 倍做多英偉達 ETF - GraniteShares

南方兩倍做多英偉達

南方兩倍做空英偉達

英偉達期權收益策略 ETF - YieldMax

1 倍做空英偉達 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半導體 3 倍做多 - Direxion

<p>英偉達與 CoreWeave 簽署了一項價值 63 億美元的協議，確保其將在 2032 年 4 月之前購買 CoreWeave 的任何未售出雲計算能力。這項協議降低了 CoreWeave 的過剩產能風險，並表明了英偉達對持續的人工智能需求的信心。CoreWeave 租用英偉達的 GPU，自上市以來，其股價已上漲 195%，而英偉達的股價在五年內上漲了 1300%。這項交易被視為對兩家公司股東的利好，進一步鞏固了人工智能領域的增長潛力</p>

<p><strong>Nvidia</strong>(NVDA 3.52%) has built an artificial intelligence (AI) empire thanks to the dominance of its AI chips and its expansion into a wide variety of other related offerings. But the company isn't isolating itself, and instead, has looked to work with others -- even much smaller players -- in this AI boom. One company in particular has become a key Nvidia ally, and that's <strong>CoreWeave</strong>(CRWV 0.39%).</p>
<div class="lb-trans"><p><strong>英偉達</strong>(NVDA 3.52%) 由於其 AI 芯片的主導地位以及向多種相關產品的擴展，已經建立了一個人工智能 (AI) 帝國。但該公司並沒有孤立自己，而是尋求與其他公司合作——甚至是規模較小的參與者——在這場 AI 熱潮中。特別是一家公司成為了英偉達的重要盟友，那就是 <strong>CoreWeave</strong>(CRWV 0.39%)。</p>
</div><p>CoreWeave launched an initial public offering in March, and the stock has since surged about 195%, buoyed by the company's soaring sales -- and its relationship with Nvidia. The AI chip giant held a 7% stake in CoreWeave as of the end of the second quarter, and CoreWeave makes up 91% of Nvidia's investment portfolio. And CoreWeave's business relies heavily on Nvidia as the company's specialty is the following: It rents out Nvidia's high-powered graphics processing units (GPUs) to customers through its cloud platform.</p>
<div class="lb-trans"><p>CoreWeave 於三月推出了首次公開募股，股票自此上漲了約 195%，得益於公司銷售的激增——以及與英偉達的關係。到第二季度末，英偉達持有 CoreWeave 7% 的股份，而 CoreWeave 佔英偉達投資組合的 91%。CoreWeave 的業務在很大程度上依賴於英偉達，因為該公司的專長是：通過其雲平台向客户租賃英偉達的高性能圖形處理單元 (GPU)。</p>
</div><p>Now, Nvidia's latest move -- a $6.3 billion deal with CoreWeave -- signals something big for shareholders of both companies. Let's take a closer look.</p>
<div class="lb-trans"><p>現在，英偉達的最新舉措——與 CoreWeave 達成 63 億美元的交易——對兩家公司的股東來説意味着重大事項。讓我們仔細看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM5MDMvZ2V0dHlpbWFnZXMtNDU3MjA3NjY5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F833903%2Fgettyimages-457207669.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>A 1,300% gain</h2>
<div class="lb-trans"><h2>1300% 的收益</h2>
</div><p>First, though, a quick summary of the businesses of Nvidia and CoreWeave. As mentioned, Nvidia is the AI chip leader, with its GPUs and related products delivering record revenue and earnings over the past few years. Nvidia's chips offer the highest performance on the market, so tech giants, prioritizing AI success, have rushed to get in on these essential tools. All of this has helped Nvidia stock climb 1,300% over the past five years -- and pushed market value past $4 trillion to make Nvidia the world's biggest company.</p>
<div class="lb-trans"><p>不過，首先快速總結一下英偉達和 CoreWeave 的業務。如前所述，英偉達是 AI 芯片的領導者，其 GPU 和相關產品在過去幾年中創造了創紀錄的收入和利潤。英偉達的芯片在市場上提供最高的性能，因此科技巨頭們為了優先實現 AI 成功，紛紛搶購這些必不可少的工具。所有這些幫助英偉達的股票在過去五年中上漲了 1300%——並推動市場價值超過 4 萬億美元，使英偉達成為全球最大的公司。</p>
</div><p>CoreWeave, as mentioned, offers customers access to Nvidia compute through its cloud platform. Customers may rent GPUs by the hour or for the long term, and this offers them great flexibility. CoreWeave holds about 250,000 GPUs across 32 data centers and has been the first to make Nvidia's latest innovations generally available. All of this has translated into outsized revenue growth, with sales tripling in the latest quarter. CoreWeave clearly depends on Nvidia's success as demand for Nvidia GPUs power its revenue higher -- if demand were to decline, not only would Nvidia suffer, but so would CoreWeave.</p>
<div class="lb-trans"><p>如前所述，CoreWeave 通過其雲平台為客户提供訪問英偉達計算的機會。客户可以按小時或長期租賃 GPU，這為他們提供了極大的靈活性。CoreWeave 在 32 個數據中心擁有約 250,000 個 GPU，並且是首個將英偉達最新創新普遍提供的公司。所有這些都轉化為超常的收入增長，最新季度的銷售額增長了三倍。CoreWeave 顯然依賴於英偉達的成功，因為對英偉達 GPU 的需求推動了其收入的增長——如果需求下降，不僅英偉達會受到影響，CoreWeave 也會受到影響。</p>
</div><p>And this brings me to the latest deal between the two companies. Nvidia signed a $6.3 billion order with CoreWeave, ensuring that the chip leader will buy any cloud capacity that CoreWeave is unable to sell to customers. The deal, extending a 2023 agreement, covers the period through April 13, 2032.</p>
<div class="lb-trans"><p>這讓我談到兩家公司之間的最新交易。英偉達與 CoreWeave 簽署了一份 63 億美元的訂單，確保這家芯片領導者將購買 CoreWeave 無法向客户銷售的任何雲容量。該交易延續了 2023 年的協議，涵蓋至 2032 年 4 月 13 日。</p>
</div><h2>Eliminating a risk</h2>
<div class="lb-trans"><h2>消除風險</h2>
</div><p>This order signals something different -- but significant -- for both companies and their shareholders. For CoreWeave, this removes the big risk of the company being stuck with excess capacity. Though the future of AI spending looks bright, any dip in spending, even over a short period, could be costly for the company. So, Nvidia's agreement to potentially step in means that if any drop in demand happens, it won't hurt CoreWeave's sales. As a result, shareholders may breathe a sigh of relief, and cautious investors who have worried about this risk may consider getting in on CoreWeave.</p>
<div class="lb-trans"><p>這份訂單對兩家公司及其股東來説意味着不同但重要的事情。對於 CoreWeave 來説，這消除了公司被困於過剩產能的重大風險。儘管 AI 支出的未來看起來光明，但即使是短期內的支出下降也可能對公司造成損失。因此，英偉達同意在潛在情況下介入，意味着如果需求出現下降，這不會影響 CoreWeave 的銷售。因此，股東們可能會鬆一口氣，而那些擔心這一風險的謹慎投資者可能會考慮投資 CoreWeave。</p>
</div><p>As for Nvidia, this move suggests the company truly is confident about the demand for AI capacity over the next several years. It's unlikely the tech giant would agree to such a deal if it saw a major slowdown on the horizon. This reinforces Nvidia's prediction a few weeks ago that AI infrastructure spending may reach $4 trillion by the end of the decade. Nvidia has said in the past that its customers offer it visibility about their upcoming needs -- so the chip designer has a good idea of how the demand situation will evolve.</p>
<div class="lb-trans"><p>至於英偉達，這一舉措表明公司對未來幾年 AI 產能的需求充滿信心。如果科技巨頭看到前景中有重大放緩，它不太可能同意這樣的交易。這進一步強化了英偉達幾周前的預測，即到本世紀末，AI 基礎設施支出可能達到 4 萬億美元。英偉達過去曾表示，其客户為其提供了關於即將需求的可見性——因此這家芯片設計公司對需求情況的演變有很好的瞭解。</p>
</div><p>All of this means this latest deal between Nvidia and CoreWeave is fantastic news for shareholders of both companies -- for CoreWeave, the agreement lowers risk, and for Nvidia, the agreement confirms that demand for AI is going strong.</p>
<div class="lb-trans"><p>所有這些意味着，英偉達與 CoreWeave 之間的最新交易對兩家公司的股東來説都是好消息——對於 CoreWeave，這項協議降低了風險，而對於英偉達，這項協議確認了 AI 的需求依然強勁。</p>
</div><p>Considering this, both of these companies make great AI stocks to buy and hold onto as this AI growth story develops.</p>
<div class="lb-trans"><p>考慮到這一點，這兩家公司都是值得購買和持有的優秀 AI 股票，因為這一 AI 增長故事正在發展。</p>
</div>

Nvidia's $6.3 Billion Deal With CoreWeave Signals Something Big for Shareholders of Both Companies

- Nvidia 與 CoreWeave 簽署 63 億美元訂單，確保雲計算能力銷售。  
- CoreWeave 依賴 Nvidia 的 GPU 租賃業務，銷售在最新季度增長三倍。  
- 此協議降低 CoreWeave 風險，表明 Nvidia 對 AI 需求的信心。  

英偉達與 Coreweave 達成的 63 億美元交易對兩家公司股東來説預示着重大事件