<p><strong>Meta Platforms</strong>（META +0.21%）在過去幾年中一直是人工智能（AI）領域最引人注目的公司之一。這家公司以其社交媒體應用而聞名，曾表示有意追求人工智能，甚至希望將超級智能帶給全球人們。作為這一計劃的一部分，Meta 已經投入數十億美元來建設數據中心，創建大型語言模型，併為應用用户和廣告客户提供人工智能功能。</p>
<p>Meta 與人工智能芯片領導者 <strong>Nvidia</strong>（NVDA 0.04%）之間的關係是什麼？Meta 是 Nvidia 最大的客户之一，購買這家科技巨頭的圖形處理單元（GPU）來支持其 AI 模型的訓練等關鍵任務。儘管 Meta 是 Nvidia 的重要客户，但該公司過去也曾轉向競爭對手 <strong>Advanced Micro Devices</strong>，而且 Meta 甚至自己製造芯片。</p>
<p>Meta 並不是唯一的客户。Nvidia 的其他客户——例如 <strong>Amazon</strong>——也以相似的方式運作：他們從多種來源尋求芯片。這引發了投資者的擔憂，認為 Nvidia 最終可能會失去市場份額。但最近幾天，Meta 採取了一項引人注目的舉措，這對 Nvidia 來説是個好消息。讓我們來看看。</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>圖片來源：Getty Images。</p>
<h2>早期關注 GPU</h2>
<p>首先，讓我們快速總結一下 Nvidia 的業務。即使在人工智能成為高增長行業之前，Nvidia 就已經認識到這項技術的潛力，並決定 設計其 GPU 以適應這一需求。這種早期的市場存在幫助 Nvidia 建立了一個包括軟件到網絡工具在內的人工智能帝國。重要的是，這種從一開始就關注人工智能的策略使 Nvidia 積累了專業知識，並使公司在競爭對手面前保持領先：Nvidia 的 GPU 繼續保持市場上最強大的聲譽。</p>
<p>此外，Nvidia 承諾每年更新這些芯片，這使得競爭對手很難趕上。</p>
<p>儘管如此，投資者仍然擔心來自競爭對手如 AMD 的產品日益強大，以及 Meta、亞馬遜網絡服務（AWS）等公司自行研發芯片的舉動。這些新芯片的價格低於 Nvidia 的 GPU，提供了明顯的銷售優勢。</p>
<p>現在，讓我們轉向 Meta 剛剛採取的舉措，這應該能緩解投資者的擔憂。Meta 與 Nvidia 簽署了一項新協議，購買數百萬個芯片，包括 GPU、獨立中央處理單元（CPU）以及網絡和安全技術。該交易的價值尚未公佈，但 CNBC 援引 Creative Strategies 分析師 Ben Bajarin 的話稱，這可能價值 “數百億美元”。</p>
<p>展開</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 股票報價" 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>今日變動</p>
<p>(-0.04%) $-0.08</p>
<p>當前價格</p>
<p>$187.90</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$4.6 萬億</p>
<p>日內區間</p>
<p>$185.66 - $188.43</p>
<p>52 周區間</p>
<p>$86.62 - $212.19</p>
<p>成交量</p>
<p>1.27 億</p>
<p>平均成交量</p>
<p>1.79 億</p>
<p>毛利率</p>
<p>70.05%</p>
<p>股息收益率</p>
<p>0.02%</p>
<h2>Nvidia 的數據中心 CPU</h2>
<p>這裏的一個關鍵點是，Meta 正在向 Nvidia 尋求 CPU，即計算機的主要處理器，並將在其數據中心中單獨使用這些芯片——這代表了 Nvidia 作為 GPU 專家在數據中心 CPU 市場的首次重大舉措。</p>
<p>而且，這項交易的真正好消息在於，它顯示了 Nvidia 的領導力。儘管 Meta 已經開發了自己的芯片，並且也可以轉向其他廠商購買芯片，但該公司選擇了 Nvidia 作為其人工智能基礎設施的支柱。Meta 對人工智能的 關注 非常巨大，因此顯然這家公司在尋找最好的產品來引導其發展——而再次選擇了 Nvidia。</p>
<p>那麼，這對投資者意味着什麼？這並不意味着其他人工智能芯片公司不會成功。在這個領域中，有足夠的空間讓多家公司產生可觀的收入。但這項交易明確表明，Meta 開發自己的芯片，甚至可能從其他公司購買芯片，並不是為了取代 Nvidia。而且，很可能其他 Nvidia 客户 也在採取相同的路線，分散供應的同時仍依賴於這家人工智能巨頭。</p>
<p>所有這些都應該緩解對 Nvidia 失去市場份額的擔憂，並激發對 Nvidia 今年晚些時候推出新芯片的樂觀情緒。</p>

英偉達

高科技指數 ETF - SPDR

費城交易所 半導體 ETF - iShares

<p>Meta Platforms 與 Nvidia 簽署了一項重要協議，購買數百萬個芯片，包括 GPU 和 CPU，價值可能達到數百億美元。這一舉措突顯了 Meta 對 Nvidia 在其人工智能基礎設施上的依賴，儘管其自身也在進行芯片開發。該協議緩解了投資者對 Nvidia 失去市場份額給競爭對手的擔憂，並鞏固了 Nvidia 在人工智能芯片市場的領導地位。該交易還標誌着 Nvidia 進入數據中心 CPU 市場，展示了其對創新的承諾和保持競爭優勢的決心</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%）在過去幾年中一直是人工智能（AI）領域最引人注目的公司之一。這家公司以其社交媒體應用而聞名，曾表示有意追求人工智能，甚至希望將超級智能帶給全球人們。作為這一計劃的一部分，Meta 已經投入數十億美元來建設數據中心，創建大型語言模型，併為應用用户和廣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 與人工智能芯片領導者 <strong>Nvidia</strong>（NVDA 0.04%）之間的關係是什麼？Meta 是 Nvidia 最大的客户之一，購買這家科技巨頭的圖形處理單元（GPU）來支持其 AI 模型的訓練等關鍵任務。儘管 Meta 是 Nvidia 的重要客户，但該公司過去也曾轉向競爭對手 <strong>Advanced Micro Devices</strong>，而且 Meta 甚至自己製造芯片。</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 並不是唯一的客户。Nvidia 的其他客户——例如 <strong>Amazon</strong>——也以相似的方式運作：他們從多種來源尋求芯片。這引發了投資者的擔憂，認為 Nvidia 最終可能會失去市場份額。但最近幾天，Meta 採取了一項引人注目的舉措，這對 Nvidia 來説是個好消息。讓我們來看看。</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>圖片來源：Getty Images。</p>
</div><h2>An early focus on GPUs</h2>
<div class="lb-trans"><h2>早期關注 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，讓我們快速總結一下 Nvidia 的業務。即使在人工智能成為高增長行業之前，Nvidia 就已經認識到這項技術的潛力，並決定 設計其 GPU 以適應這一需求。這種早期的市場存在幫助 Nvidia 建立了一個包括軟件到網絡工具在內的人工智能帝國。重要的是，這種從一開始就關注人工智能的策略使 Nvidia 積累了專業知識，並使公司在競爭對手面前保持領先：Nvidia 的 GPU 繼續保持市場上最強大的聲譽。</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 承諾每年更新這些芯片，這使得競爭對手很難趕上。</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>儘管如此，投資者仍然擔心來自競爭對手如 AMD 的產品日益強大，以及 Meta、亞馬遜網絡服務（AWS）等公司自行研發芯片的舉動。這些新芯片的價格低於 Nvidia 的 GPU，提供了明顯的銷售優勢。</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>現在，讓我們轉向 Meta 剛剛採取的舉措，這應該能緩解投資者的擔憂。Meta 與 Nvidia 簽署了一項新協議，購買數百萬個芯片，包括 GPU、獨立中央處理單元（CPU）以及網絡和安全技術。該交易的價值尚未公佈，但 CNBC 援引 Creative Strategies 分析師 Ben Bajarin 的話稱，這可能價值 “數百億美元”。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</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>今日變動</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>當前價格</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>關鍵數據點</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 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</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 周區間</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 億</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 億</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 的數據中心 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>這裏的一個關鍵點是，Meta 正在向 Nvidia 尋求 CPU，即計算機的主要處理器，並將在其數據中心中單獨使用這些芯片——這代表了 Nvidia 作為 GPU 專家在數據中心 CPU 市場的首次重大舉措。</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，這項交易的真正好消息在於，它顯示了 Nvidia 的領導力。儘管 Meta 已經開發了自己的芯片，並且也可以轉向其他廠商購買芯片，但該公司選擇了 Nvidia 作為其人工智能基礎設施的支柱。Meta 對人工智能的 關注 非常巨大，因此顯然這家公司在尋找最好的產品來引導其發展——而再次選擇了 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>那麼，這對投資者意味着什麼？這並不意味着其他人工智能芯片公司不會成功。在這個領域中，有足夠的空間讓多家公司產生可觀的收入。但這項交易明確表明，Meta 開發自己的芯片，甚至可能從其他公司購買芯片，並不是為了取代 Nvidia。而且，很可能其他 Nvidia 客户 也在採取相同的路線，分散供應的同時仍依賴於這家人工智能巨頭。</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>所有這些都應該緩解對 Nvidia 失去市場份額的擔憂，並激發對 Nvidia 今年晚些時候推出新芯片的樂觀情緒。</p>
</div>

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

- Meta 與 Nvidia 簽署鉅額芯片採購合同，包含 GPU 和 CPU。  
- 此舉顯示出 Meta 對 Nvidia 的信任，強化其 AI 基礎設施。  
- 投資者對 Nvidia 的市場份額擔憂將得到緩解。

Motley Fool

2 倍做多英偉達 ETF - Direxion

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半導體 ETF - VanEck Vectors

2 倍做多 META ETF - GraniteShares

英偉達期權收益策略 ETF - YieldMax

Roundhill META WeeklyPay ETF

2 倍做多 NVDA ETF - T-Rex

2 倍做多 Meta ETF - Direxion

半導體 3 倍做多 - Direxion

南方兩倍做多英偉達

南方兩倍做空英偉達

1 倍做空英偉達 ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

Meta 剛剛採取了一個引人注目的行動。這對 NVIDIA 來説是個極好的消息