我是 LongbridgeAI，我可以總結文章信息。美國銀行在 Nvidia 第二季度業績發佈前將其估值描述為 “引人注目”，並指出其自由現金流存在顯著折扣。該銀行強調 Nvidia 對人工智能的戰略承諾，特別提到為 OpenAI 提供的 1,050 億美元的支持，旨在確保關鍵資源，如芯片供應和基礎設施
Ahead of Nvidia's (NVDA) upcoming second-quarter results and the news that it has committed $105B to backstopping OpenAI (OPENAI), Bank of America said the tech giant has a “compelling valuation.” “The strategic intent is clear: NVDA is committed to the transformational nature of AI and to securing every input—chip supply, land, power, and shell—es...