{"id":7212,"date":"2024-07-23T00:43:42","date_gmt":"2024-07-22T16:43:42","guid":{"rendered":"https:\/\/tenten.co\/blog\/?p=7212"},"modified":"2024-07-23T00:46:18","modified_gmt":"2024-07-22T16:46:18","slug":"nvidia-still-have-room-to-grow","status":"publish","type":"post","link":"https:\/\/tenten.co\/blog\/investment\/nvidia-still-have-room-to-grow\/","title":{"rendered":"Nvidia\uff1a\u80a1\u50f9\u4ecd\u6709\u4e0a\u6f32\u6f5b\u529b"},"content":{"rendered":"<p>Nvidia \u80a1\u50f9\u4ecd\u5177\u5099\u5f37\u52c1\u4e0a\u6f32\u52d5\u80fd\uff0c\u662f\u6295\u8cc7\u8005\u4e0d\u5bb9\u932f\u904e\u7684\u6a5f\u6703\u3002\u5206\u6790 Nvidia \u672a\u4f86\u767c\u5c55\u524d\u666f\u3002<\/p>\n<h2><a id=\"%C2%A0%E6%91%98%E8%A6%81\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0\u6458\u8981<\/h2>\n<ul>\n<li>Nvidia \u5118\u7ba1\u8868\u73fe\u51fa\u8272\uff0c\u4ecd\u7136\u53ef\u4ee5\u7e7c\u7e8c\u4e0a\u6f32\u3002<\/li>\n<li>\u8a72\u516c\u53f8\u7684 CUDA \u8edf\u9ad4\u53ef\u80fd\u662f\u5176\u6301\u7e8c\u6210\u529f\u7684\u95dc\u9375\u56e0\u7d20\u3002<\/li>\n<li>Nvidia \u7684\u6578\u64da\u4e2d\u5fc3\u6a5f\u6703\u76f8\u7576\u91cd\u8981\uff0c\u5e02\u5834\u53ef\u80fd\u4f4e\u4f30\u4e86\u9019\u4e00\u9ede\u3002<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/LNrp6sX.jpeg\" alt=\"Nvidia Corporation building in Taipei, Taiwan.\" \/><\/p>\n<p>\u7576\u6211\u5728\u4e00\u5e74\u591a\u524d\u64b0\u5beb\u95dc\u65bc\u82f1\u5049\u9054\u516c\u53f8\uff08NASDAQ: NVDA\uff09\u7684\u7b2c\u4e00\u7bc7\u6587\u7ae0\u6642\uff0c\u8a72\u80a1\u7968\u5728 Seeking Alpha \u5206\u6790\u5e2b\u4e2d\u88ab\u8a55\u70ba\u6301\u6709\uff0c\u4f30\u503c\u662f\u8a72\u8a55\u7d1a\u7684\u4e3b\u8981\u9a45\u52d5\u56e0\u7d20\u3002\u7d93\u904e\u8d85\u904e 200%\u7684\u6f32\u5e45\u5f8c\uff0c\u8a72\u80a1\u7968\u5728\u5206\u6790\u5e2b\u4e2d\u4ecd\u7136\u88ab\u8a55\u70ba\u6301\u6709\uff0c\u622a\u81f3\u64b0\u5beb\u6642\uff0c\u6709 11 \u4f4d\u5206\u6790\u5e2b\u5c07\u5176\u8a55\u70ba\u81f3\u5c11\u8cb7\u5165\uff0c24 \u4f4d\u5206\u6790\u5e2b\u5247\u8a55\u70ba\u6301\u6709\u6216\u66f4\u4f4e\u3002\u518d\u6b21\u5f37\u8abf\uff0c\u7a7a\u982d\u60c5\u6cc1\u4f3c\u4e4e\u570d\u7e5e\u8457\u8a72\u516c\u53f8\u7684\u9ad8\u589e\u9577\u524d\u666f\u3002\u5118\u7ba1\u5728\u904e\u53bb\u4e00\u5e74\u591a\u7684\u6642\u9593\u88e1\uff0c\u8a72\u80a1\u7968\u7684\u6f32\u5e45\u9054\u5230\u4e09\u500d\uff0c\u9019\u61c9\u8a72\u610f\u5473\u8457\u73fe\u5728\u7684\u6301\u6709\u8a55\u7d1a\u6bd4\u7576\u6642\u66f4\u6e96\u78ba\uff0c\u4f46\u672c\u6587\u5c07\u8a0e\u8ad6\u70ba\u4ec0\u9ebc\u82f1\u5049\u9054\u4ecd\u7136\u53ef\u80fd\u6709\u66f4\u591a\u7684\u4e0a\u884c\u7a7a\u9593\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/WVeAeI2.png\" alt=\"Breakout of Nvidia bulls and bears\" \/><\/p>\n<p>Nvidia \u7e7c\u7e8c\u8b93\u5206\u6790\u5e2b\u5206\u6b67 (Seeking Alpha)<\/p>\n<h2><a id=\"nvidia%E5%A6%82%E4%BD%95%EF%BC%88%E7%B0%A1%E8%A6%81%E5%9C%B0%EF%BC%89%E6%88%90%E7%82%BA%E5%85%A8%E7%90%83%E6%9C%80%E6%9C%89%E5%83%B9%E5%80%BC%E5%85%AC%E5%8F%B8%E7%9A%84%E5%9B%9E%E9%A1%A7\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>Nvidia \u5982\u4f55\uff08\u7c21\u8981\u5730\uff09\u6210\u70ba\u5168\u7403\u6700\u6709\u50f9\u503c\u516c\u53f8\u7684\u56de\u9867<\/h2>\n<p>\u5728\u6211\u4e00\u5e74\u524d\u64b0\u5beb\u7684\u7b2c\u4e00\u7bc7\u6709\u95dc Nvidia \u7684\u6587\u7ae0\u4e2d\uff0c\u6211\u5c08\u6ce8\u65bc Nvidia \u9996\u5e2d\u57f7\u884c\u5b98\u9ec3\u4ec1\u52f3\u7684\u8a00\u8ad6\uff0c\u4ed6\u8868\u793a\u7576\u524d\u7684\u6578\u64da\u4e2d\u5fc3\u5c1a\u672a\u70ba\u4eba\u5de5\u667a\u6167\u505a\u597d\u6e96\u5099\uff0c\u9019\u5c07\u4fc3\u4f7f\u6bcf\u5e74 2500 \u5104\u7f8e\u5143\u7684\u8cc7\u672c\u652f\u51fa\uff08\u5c07\u6301\u7e8c\u589e\u9577\uff09\u591a\u5e74\uff0c\u9019\u4e9b\u652f\u51fa\u4e3b\u8981\u7528\u65bc Nvidia \u5e7e\u4e4e\u662f\u552f\u4e00\u7684\u5e02\u5834\u7522\u54c1\u548c\u670d\u52d9\u3002\u6458\u81ea\u8a72\u6587\u7ae0\uff1a<\/p>\n<blockquote>\n<p>\u6240\u4ee5\uff0c\u5982\u679c\u9ec3\u4ec1\u52f3\u6240\u8aaa\u7684\u662f\u771f\u7684\uff0c\u90a3\u9ebc Nvidia \u4e0d\u50c5\u61c9\u8a72\u64c1\u6709 1 \u5146\u7f8e\u5143\u7684\u5e02\u503c\uff0c\u9084\u61c9\u8a72\u8d85\u8d8a\u860b\u679c\u6210\u70ba\u5168\u7403\u6700\u6709\u50f9\u503c\u7684\u516c\u53f8\u3002\u554f\u984c\u662f\uff0c\u70ba\u4ec0\u9ebc Nvidia \u7684\u4ea4\u6613\u5e02\u503c\u50c5\u5728 1 \u5146\u7f8e\u5143\u4ee5\u4e0b\uff0c\u800c\u4e0d\u662f\u50cf\u860b\u679c\u4e00\u6a23\u63a5\u8fd1 3 \u5146\u7f8e\u5143\uff1f<\/p>\n<\/blockquote>\n<p>\u73fe\u5728 Nvidia \u9054\u5230\u4e86 3 \u842c\u5104\u7f8e\u5143\u7684\u4f30\u503c\uff0c\u81ea\u7136\u6703\u5f15\u767c\u5c0d\u8a72\u4f30\u503c\u53ef\u6301\u7e8c\u6027\u7684\u8cea\u7591\u3002\u5728\u90a3\u7bc7\u6587\u7ae0\u7684\u98a8\u96aa\u90e8\u5206\uff0c\u6211\u63d0\u5230 Nvidia \u53ef\u80fd\u7f3a\u4e4f Apple \u6240\u64c1\u6709\u7684 iOS \u56e0\u7d20\uff0c\u9019\u4f7f\u5f97\u6d88\u8cbb\u8005\u4fdd\u6301\u5728\u9019\u7bc7\u6587\u7ae0\u4e2d\u3002\u5728\u4eca\u5929\u7684\u6587\u7ae0\u4e2d\uff0c\u6211\u5c07\u8a0e\u8ad6 CUDA \u53ef\u80fd\u6b63\u662f\u9019\u4e00\u9ede\u3002<\/p>\n<h2><a id=\"%E7%82%BA%E4%BB%80%E9%BA%BCcuda%E5%8F%AF%E8%83%BD%E6%98%AF-nvidia%E7%9A%84-ios\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u70ba\u4ec0\u9ebc CUDA \u53ef\u80fd\u662f Nvidia \u7684 iOS<\/h2>\n<p>\u5728 2007 \u5e74\uff0cNvidia \u958b\u767c\u4e86\u8a08\u7b97\u7d71\u4e00\u8a2d\u5099\u67b6\u69cb\uff08\u7c21\u7a31 CUDA\uff09\uff0c\u4ee5\u5e6b\u52a9\u5c07\u5176 GPU \u7528\u65bc\u975e\u5716\u5f62\u5de5\u4f5c\u8ca0\u8f09\u7684\u5e73\u884c\u8a08\u7b97\u3002\u7528\u6975\u5176\u57fa\u672c\u7684\u8853\u8a9e\u4f86\u7c21\u5316\uff0c\u8a08\u7b97\u7684\u4e3b\u8981\u65b9\u5f0f\u662f\u4e00\u6b21\u89e3\u6c7a\u4e00\u500b\u554f\u984c\uff08\u9806\u5e8f\u8a08\u7b97\uff09\uff0cNvidia \u4e0d\u50c5\u8a2d\u8a08\u4e86 GPU\uff0c\u9084\u5efa\u7acb\u4e86\u5fc5\u8981\u7684\u67b6\u69cb\uff0c\u4ee5\u5617\u8a66\u901a\u904e\u5c07\u5927\u578b\u8a08\u7b97\u554f\u984c\u5206\u89e3\u70ba\u8f03\u5c0f\u7684\u554f\u984c\u4e26\u540c\u6642\uff08\u6216\u5e73\u884c\uff09\u89e3\u6c7a\u5b83\u5011\u4f86\u89e3\u6c7a\u771f\u6b63\u7684\u5927\u578b\u8a08\u7b97\u554f\u984c\u3002CUDA\uff0c\u518d\u7528\u975e\u5e38\u57fa\u672c\u7684\u8853\u8a9e\u4f86\u8aaa\uff0c\u662f\u5e6b\u52a9\u958b\u767c\u4eba\u54e1\u544a\u8a34\u6a5f\u5668\u4ed6\u5011\u5e0c\u671b\u5c07\u786c\u9ad4\u7528\u65bc\u5e73\u884c\u8a08\u7b97\u7684\u8edf\u9ad4\uff08\u9019\u5c0d\u65bc AI \u5de5\u4f5c\u8ca0\u8f09\u662f\u5fc5\u8981\u7684\uff09\u3002<\/p>\n<p>\u8a72\u8edf\u9ad4\u662f\u4ee5 Nvidia \u7684 GPU \u70ba\u8003\u91cf\u800c\u958b\u767c\u7684\uff0c\u53cd\u4e4b\u4ea6\u7136\u3002\u7531\u65bc Nvidia \u5728\u9019\u65b9\u9762\u8d77\u6b65\u8f03\u65e9\uff0cCUDA \u6210\u70ba\u8a13\u7df4 AI \u6a21\u578b\u7684\u9996\u9078\u7de8\u7a0b\u5e73\u53f0\u3002\u56e0\u6b64\uff0c\u559c\u6b61\u4f7f\u7528 CUDA \u7684\u4eba\u5fc5\u9808\u4f7f\u7528 NVIDIA \u7684 GPU\uff0c\u800c\u4f7f\u7528\u8a72\u516c\u53f8 GPU \u7684\u4eba\u5247\u66f4\u9069\u5408\u4f7f\u7528 CUDA\uff0c\u70ba Nvidia \u5275\u9020\u4e86\u4e00\u500b\u826f\u6027\u5faa\u74b0\u3002<\/p>\n<p>\u5728\u6211\u770b\u4f86\uff0c\u9019\u662f Nvidia \u725b\u5e02\u8ad6\u9ede\u7684\u4e00\u500b\u95dc\u9375\u90e8\u5206\uff0c\u4e26\u4e14\u8207\u860b\u679c\u7684 iPhone \u6709\u76f8\u4f3c\u4e4b\u8655\u3002\u591a\u5e74\u4f86\uff0c\u860b\u679c\u7684\u5e02\u76c8\u7387\u7dad\u6301\u5728 10 \u500d\uff0c\u524d\u63d0\u662f\u9019\u53ea\u662f\u4e00\u5bb6\u786c\u9ad4\u516c\u53f8\uff0c\u6700\u7d42\u6703\u6709\u4eba\u88fd\u9020\u51fa\u66f4\u5177\u5438\u5f15\u529b\u6216\u66f4\u4fbf\u5b9c\u7684\u786c\u9ad4\uff0c\u4e26\u8d0f\u5f97\u6240\u6709\u5e02\u5834\u4efd\u984d\u3002\u9019\u7a2e\u5a01\u8105\u5f9e\u672a\u5be6\u73fe\uff0c\u6b63\u662f\u56e0\u70ba iOS\u3002\u540c\u6a23\uff0c\u5728 Nvidia \u7684\u60c5\u6cc1\u4e0b\uff0c\u73fe\u5728\u4e0d\u518d\u50c5\u50c5\u662f\u88fd\u9020\u66f4\u597d\u7684\u6676\u7247\u6216\u66f4\u4fbf\u5b9c\u7684\u6676\u7247\uff0c\u7af6\u722d\u5c0d\u624b\u9084\u5fc5\u9808\u89e3\u6c7a\u8edf\u9ad4\u90e8\u5206\u7684\u554f\u984c\u3002\u9019\u53ef\u4ee5\u8aaa\u662f\u8207 Nvidia \u7af6\u722d\u4e2d\u66f4\u56f0\u96e3\u7684\u90e8\u5206\uff0c\u56e0\u70ba\u9019\u500b\u904e\u7a0b\u8d8a\u9577\uff0cNvidia \u5c31\u6703\u8b8a\u5f97\u8d8a\u52a0\u6839\u6df1\u8482\u56fa\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/13\/47580897-17208483782636921_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/QS9jEBC.png\" alt=\"A drawing showing Nvidia's flywheel-type advantage\" \/><\/a><\/p>\n<p>Nvidia \u7684\u826f\u6027\u5faa\u74b0 (\u7531\u4f5c\u8005\u5275\u5efa)<\/p>\n<p>\u5982\u679c\u4f60\u8003\u616e\u860b\u679c\u7684\u696d\u52d9\uff0c\u5b83\u5c31\u50cf\u4e00\u689d\u96d9\u982d\u9f8d\u3002\u4f60\u8cfc\u8cb7\u4e00\u90e8 iPhone\uff0c\u9019\u662f\u4e00\u500b\u9ad8\u54c1\u8cea\u7684\u786c\u9ad4\uff0c\u860b\u679c\u5247\u901a\u904e\u5176 iOS \u548c\u8edf\u9ad4\u63d0\u4f9b\u7684\u670d\u52d9\u4f86\u9032\u884c\u8ffd\u52a0\u92b7\u552e\u3002\u9a45\u52d5 iOS \u4e5f\u610f\u5473\u8457\u8cfc\u8cb7 iPhone \u7684\u6d88\u8cbb\u8005\u4e0d\u592a\u53ef\u80fd\u8f49\u63db\u54c1\u724c\uff0c\u4e26\u4e14\u6703\u8cfc\u8cb7\u5176\u4ed6\u860b\u679c\u786c\u9ad4\u7522\u54c1\uff0c\u5f9e\u800c\u5f62\u6210\u6d88\u8cbb\u8005\u7684\u9396\u5b9a\u6548\u61c9\u3002\u540c\u6a23\uff0c\u5c0d\u65bc Nvidia\uff0c\u6d88\u8cbb\u8005\u4eca\u5929\u8cfc\u8cb7 GPU \u662f\u56e0\u70ba\u5b83\u5011\u88ab\u8a8d\u70ba\u662f\u5e02\u5834\u4e0a\u6700\u597d\u7684\u3002\u4f46\u8981\u555f\u7528\u9019\u4e9b GPU \u7684\u529f\u80fd\uff0c\u9084\u9700\u8981\u4e00\u500b\u8edf\u9ad4\u7d44\u4ef6\u3002Nvidia \u5728 CUDA \u7684\u9818\u5c0e\u5730\u4f4d\u7dad\u6301\u4e86\u5176\u7af6\u722d\u512a\u52e2\u3002\u5c31\u50cf\u860b\u679c\u4e00\u6a23\uff0c\u7576\u6d88\u8cbb\u8005\u9700\u8981\u5347\u7d1a\u4ed6\u5011\u7684 GPU \u6642\uff0c\u4ed6\u5011\u6703\u5805\u6301\u4f7f\u7528 Nvidia\uff0c\u56e0\u70ba CUDA \u53ea\u8207 Nvidia \u517c\u5bb9\u3002\u5982\u679c\u4ed6\u5011\u60f3\u4f7f\u7528 AMD\uff0c\u4ed6\u5011\u5c07\u4e0d\u5f97\u4e0d\u5b78\u7fd2\u5176\u8a08\u7b97\u8edf\u9ad4\u4e26\u5207\u63db\u4ed6\u5011\u5275\u5efa\u7684\u8a13\u7df4\u6a21\u578b\uff0c\u9019\u6703\u7522\u751f\u8207\u860b\u679c\u6d88\u8cbb\u8005\u9762\u81e8\u7684\u986f\u8457\u8f49\u63db\u6210\u672c\u76f8\u4f3c\u7684\u60c5\u6cc1\u3002<\/p>\n<h2><a id=\"nvidia%E7%9A%84%E6%95%B8%E6%93%9A%E4%B8%AD%E5%BF%83%E6%A9%9F%E6%9C%83%E5%B7%A8%E5%A4%A7\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>Nvidia \u7684\u6578\u64da\u4e2d\u5fc3\u6a5f\u6703\u5de8\u5927<\/h2>\n<p>\u4e86\u89e3 Nvidia \u7684\u6a5f\u6703\u6709\u591a\u5927\u7684\u7c21\u55ae\u65b9\u6cd5\u662f\u770b\u770b AI \u521d\u5275\u516c\u53f8 CoreWeave\u3002\u8a72\u516c\u53f8\u5728\u5e7e\u9031\u524d\u7684\u4f30\u503c\u9054\u5230 190 \u5104\u7f8e\u5143\uff0c\u9019\u8981\u6b78\u529f\u65bc\u5b83\u662f Nvidia GPU \u7684\u4e3b\u8981\u4f9b\u61c9\u5546\u4e4b\u4e00\u3002\u4ee5\u4e0b\u662f\u8a72\u516c\u53f8\u535a\u5ba2\u4e2d\u7684\u4e00\u6bb5\u6709\u8da3\u5167\u5bb9\uff1a<\/p>\n<blockquote>\n<p>\u6211\u5011\u64c1\u6709\u8d85\u904e 45,000 \u500b GPU\uff0c\u662f\u5317\u7f8e\u6700\u5927\u7684\u79c1\u4eba GPU \u904b\u71df\u5546\u3002\u6211\u5011\u7684 GPU \u57fa\u790e\u8a2d\u65bd\u4f86\u81ea\u65bc\u4f4d\u65bc\u829d\u52a0\u54e5\u3001\u5317\u5361\u7f85\u4f86\u7d0d\u5dde\u3001\u65b0\u6fa4\u897f\u5dde\u548c\u7d10\u7d04\u7684 5 \u500b\u6578\u64da\u4e2d\u5fc3\uff0c\u4e26\u4e14\u8207\u5927\u578b\u96f2\u8a08\u7b97\u516c\u53f8\u904b\u71df\u7684\u8cc7\u7522\u76f8\u5ab2\u7f8e\u3002<\/p>\n<\/blockquote>\n<p>\u9019\u5927\u7d04\u9700\u8981 9,000 \u500b GPU \u4f86\u904b\u884c AI \u5de5\u4f5c\u8ca0\u8f09\u6240\u9700\u7684\u6578\u64da\u4e2d\u5fc3\u3002\u7f8e\u570b\u570b\u969b\u8cbf\u6613\u59d4\u54e1\u6703\u4f30\u8a08\uff0c2021 \u5e74\u5168\u7403\u5927\u7d04\u6709 8,000 \u500b\u6578\u64da\u4e2d\u5fc3\u3002\u5982\u679c\u4f60\u76f8\u4fe1 AI \u662f\u65b0\u7684\u4e92\u806f\u7db2\uff0c\u90a3\u9ebc\u9019 8,000 \u500b\u6578\u64da\u4e2d\u5fc3\u5c07\u6703\u88ab\u512a\u5316\u4ee5\u652f\u6301 AI \u5de5\u4f5c\u8ca0\u8f09\uff08\u56de\u9867 Nvidia \u6700\u521d\u7684\u725b\u5e02\u8ad6\u9ede\uff09\u3002\u9019\u610f\u5473\u8457\u9700\u8981 7200 \u842c\u500b GPU\uff0c\u800c\u9019\u9084\u4e0d\u5305\u62ec\u6578\u64da\u4e2d\u5fc3\u6578\u91cf\u7684\u589e\u9577\uff0c\u9019\u4f3c\u4e4e\u662f\u6ce8\u5b9a\u6703\u767c\u751f\u7684\u3002\u4ee5\u6bcf\u500b GPU \u81f3\u5c11 30,000 \u7f8e\u5143\u7684\u6210\u672c\u8a08\u7b97\uff0c\u9019\u5927\u7d04\u662f 2.2 \u842c\u5104\u7f8e\u5143\u7684 GPU \u92b7\u552e\u3002\u7576\u7136\uff0c\u96a8\u8457 GPU \u7684\u4e0d\u65b7\u6539\u9032\uff0c\u6240\u9700\u7684\u6578\u91cf\u6703\u6e1b\u5c11\u3002\u4f46\u9019\u5c07\u88ab\u6578\u64da\u4e2d\u5fc3\u7684\u589e\u9577\u548c GPU \u55ae\u4f4d\u50f9\u683c\u7684\u4e0a\u6f32\u6240\u5b8c\u5168\u62b5\u6d88\u3002<\/p>\n<p>CNBC \u6700\u8fd1\u5831\u5c0e\u6307\u51fa\uff0cNvidia \u64c1\u6709 80% \u7684 AI \u6676\u7247\u5e02\u5834\u4efd\u984d\u3002\u56e0\u6b64\uff0c\u9019\u53ef\u80fd\u610f\u5473\u8457 Nvidia \u5c07\u7372\u5f97 1.8 \u5146\u7f8e\u5143\u7684\u92b7\u552e\u984d\uff0c\u4e14\u5229\u6f64\u7387\u6975\u9ad8\u3002\u800c\u9019\u50c5\u50c5\u662f\u6578\u64da\u4e2d\u5fc3\u7684\u6536\u5165\uff0c\u6392\u9664\u4e86\u904a\u6232\u7b49\u5176\u4ed6\u9818\u57df\u3002\u56e0\u6b64\uff0c\u5373\u4f7f\u5047\u8a2d\u8cc7\u672c\u652f\u51fa\u9031\u671f\u9700\u8981 10 \u5e74\uff08\u5be6\u969b\u4e0a\u53ef\u80fd\u6703\u66f4\u77ed\uff09\uff0c\u5728\u9019\u7a2e\u60c5\u6cc1\u4e0b\uff0cNvidia \u6bcf\u5b63\u5ea6\u7684\u5e73\u5747\u92b7\u552e\u984d\uff08\u5728\u9019\u7a2e\u60c5\u6cc1\u4e0b\u70ba 440 \u5104\u7f8e\u5143\uff09\u5e7e\u4e4e\u662f\u5176 2023 \u5e74\u6574\u9ad4\u7522\u51fa\u7684\u5169\u500d\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/18\/47580897-17213004856876752_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/2XrHBcm.png\" alt=\"revenue by segment from the 10-k\" \/><\/a><\/p>\n<p>Nvidia \u7684\u8ca1\u52d9\u72c0\u6cc1\u5728\u77ed\u77ed\u5e7e\u5e74\u5167\u5c07\u6703\u5927\u76f8\u5f91\u5ead\uff08\u516c\u53f8\u6a94\u6848\uff09<\/p>\n<p>\u8b93\u6211\u5011\u5c08\u6ce8\u65bc\u8a08\u7b97\u8207\u7db2\u7d61\u90e8\u9580\uff0c\u56e0\u70ba\u9019\u662f\u6211\u8ad6\u6587\u4e2d\u76f8\u95dc\u7684\u90e8\u5206\u3002\u5982\u4e0a\u6bb5\u6240\u8ff0\uff0c\u5373\u4f7f\u4eba\u5de5\u667a\u6167\u7684\u904e\u6e21\u9700\u8981\u5341\u5e74\u4f86\u512a\u5316\u7576\u524d\u7684\u6578\u64da\u4e2d\u5fc3\uff0c\u4e26\u5047\u8a2d\u5168\u7403\u6578\u64da\u4e2d\u5fc3\u7684\u6578\u91cf\u6c92\u6709\u589e\u9577\uff0cNvidia \u5728\u672a\u4f86\u5341\u5e74\u5167\u7684\u5e73\u5747\u6536\u5165\u5c07\u9054\u5230 1760 \u5104\u7f8e\u5143\uff0c\u4e0d\u5305\u62ec\u5716\u5f62\u6536\u5165\u3002\u7531\u65bc CUDA\uff0cNvidia \u5be6\u969b\u4e0a\u53ef\u4ee5\u9396\u5b9a\u5ba2\u6236\u3002\u5411 AI \u6578\u64da\u4e2d\u5fc3\u7684\u904e\u6e21\u8d8a\u5feb\uff0cNvidia \u7684\u92b7\u552e\u5c31\u8d8a\u591a\uff0c\u56e0\u70ba\u5176\u4e3b\u5c0e\u7684\u7af6\u722d\u5730\u4f4d\u978f\u56fa\u4e86 CUDA \u4f5c\u70ba\u4e26\u884c\u8655\u7406\u5e73\u53f0\u7684\u5730\u4f4d\uff0c\u9032\u800c\u5c0e\u81f4\u672a\u4f86\u66f4\u591a\u7684 GPU \u92b7\u552e\u3002\u9084\u6709 DGX \u96f2\u696d\u52d9\uff0c\u63d0\u4f9b AI \u8a13\u7df4\u5373\u670d\u52d9\u5e73\u53f0\u548c\u53ef\u5b9a\u5236\u7684\u4f01\u696d AI \u6a21\u578b\uff0c\u9019\u53ef\u4ee5\u9032\u4e00\u6b65\u978f\u56fa Nvidia \u7684\u7af6\u722d\u5730\u4f4d\u3002\u56e0\u6b64\uff0c\u8a72\u516c\u53f8\u5f88\u53ef\u80fd\u80fd\u5920\u7dad\u6301\u5176 67%\u7684\u7576\u524d\u5229\u6f64\u7387\uff0c\u4e26\u5728\u672a\u4f86\u5341\u5e74\u5167\u50c5\u5f9e\u8a08\u7b97\u8207\u7db2\u7d61\u4e2d\u7522\u751f\u5e73\u5747 1180 \u5104\u7f8e\u5143\u7684\u71df\u696d\u6536\u5165\u3002\u5047\u8a2d\u5176\u6de8\u5229\u606f\u6536\u5165\u70ba 0\uff0c\u800c\u4e0d\u662f\u76ee\u524d\u7684 8.2 \u5104\u7f8e\u5143\u3002 \u5c07\u7576\u524d\u7684\u516c\u53f8\u7a05\u7387\u61c9\u7528\u65bc\u9019\u4e9b\u6536\u76ca\uff0cNvidia \u7684\u6536\u5165\u5c07\u70ba 930 \u5104\u7f8e\u5143\u3002\u9019\u610f\u5473\u8457 Nvidia \u7684\u5e02\u76c8\u7387\u70ba 31 \u500d\uff0c\u5047\u8a2d\uff1a1) \u5411 AI \u7684\u904e\u6e21\u9700\u8981 10 \u5e74\uff0c2) \u5168\u7403\u6578\u64da\u4e2d\u5fc3\u7684\u6578\u91cf\u6c92\u6709\u589e\u9577\uff0c3) \u904a\u6232\u548c\u5176\u4ed6\u9ad8\u589e\u9577\u9818\u57df\u5982\u6c7d\u8eca\u5728 10 \u5e74\u5167\u6c92\u6709\u76c8\u5229\u3002\u8003\u616e\u5230\u9019\u4e09\u500b\u56e0\u7d20\u7684\u53ef\u80fd\u6027\u6709\u591a\u4f4e\uff0c\u6211\u8a8d\u70ba\u4f30\u503c\u6709\u5f88\u5927\u7684\u5b89\u5168\u908a\u969b\uff0c\u9019\u4fc3\u4f7f\u6211\u91cd\u7533\u8cb7\u5165\u8a55\u7d1a<\/p>\n<h2><a id=\"%C2%A0%E7%AB%B6%E7%88%AD%E5%8D%B3%E5%B0%87%E4%BE%86%E8%87%A8\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0\u7af6\u722d\u5373\u5c07\u4f86\u81e8<\/h2>\n<p>\u6709\u8de1\u8c61\u986f\u793a\u7af6\u722d\u6b63\u5728\u4f86\u8972\uff0c\u5a01\u8105\u5230 Nvidia \u7684\u4e3b\u5c0e\u5730\u4f4d\u3002\u7b2c\u4e00\u500b\u53ef\u80fd\u7684\u7af6\u722d\u8005\u662f Apple Intelligence\u3002Apple Intelligence \u5c0d Nvidia \u69cb\u6210\u5a01\u8105\u7684\u4e3b\u8981\u539f\u56e0\u6709\u5169\u500b\u3002\u7b2c\u4e00\uff0c\u860b\u679c\u516c\u53f8\uff08AAPL\uff09\u5c07\u4f7f\u7528\u81ea\u5df1\u7684\u6676\u7247\uff0c\u9019\u610f\u5473\u8457\u5373\u4f7f\u4eba\u5de5\u667a\u6167\u6210\u70ba\u65b0\u7684\u4e92\u806f\u7db2\uff0cNvidia \u4e5f\u7121\u6cd5\u9032\u5165\u860b\u679c\u8a2d\u5099\u3002\u7b2c\u4e8c\u500b\u554f\u984c\u662f\uff0c\u860b\u679c\u5c07\u5728\u8a2d\u5099\u4e0a\u8655\u7406\u4e00\u4e9b\uff0c\u751a\u81f3\u5927\u90e8\u5206\u7684\u4eba\u5de5\u667a\u6167\u5de5\u4f5c\u8ca0\u8f09\u3002\u9019\u610f\u5473\u8457\u5982\u679c\u516c\u53f8\u63a1\u7528\u672c\u8cea\u4e0a\u662f\u4e00\u7a2e\u908a\u7de3\u4eba\u5de5\u667a\u6167\u7684\u6280\u8853\uff0cNvidia GPU \u7684\u4f7f\u7528\u91cf\u53ef\u80fd\u6703\u4f4e\u65bc\u9810\u671f\uff0c\u56e0\u70ba Nvidia \u7684 GPU \u4e3b\u8981\u6703\u5728\u6578\u64da\u4e2d\u5fc3\u4e2d\u4f7f\u7528\u3002<\/p>\n<p>\u53e6\u4e00\u500b\u9700\u8981\u8b66\u60d5\u7684\u554f\u984c\u662f\u92b7\u552e\u7684\u96c6\u4e2d\u5ea6\u3002\u6709\u4e00\u4f4d\u795e\u79d8\u5ba2\u6236\u4f54\u64da\u4e86 Nvidia \u92b7\u552e\u7684\u76f8\u7576\u5927\u4e00\u90e8\u5206\uff1a<\/p>\n<blockquote>\n<p>\u5c0d\u65bc 2024 \u8ca1\u653f\u5e74\u5ea6\uff0c\u4f86\u81ea\u55ae\u4e00\u5ba2\u6236 A \u7684\u92b7\u552e\u4f54\u7e3d\u6536\u5165\u7684 13%\uff0c\u9019\u4e3b\u8981\u6b78\u56e0\u65bc\u8a08\u7b97\u8207\u7db2\u7d61\u90e8\u9580\u3002\u901a\u904e\u7cfb\u7d71\u6574\u5408\u5546\u548c\u5206\u92b7\u5546\uff08\u5305\u62ec\u901a\u904e\u5ba2\u6236 A\uff09\u4e3b\u8981\u8cfc\u8cb7\u6211\u5011\u7522\u54c1\u7684\u4e00\u500b\u9593\u63a5\u5ba2\u6236\uff0c\u4f30\u8a08\u5728 2024 \u8ca1\u653f\u5e74\u5ea6\u4f54\u7e3d\u6536\u5165\u7684\u7d04 19%\uff0c\u540c\u6a23\u6b78\u56e0\u65bc\u8a08\u7b97\u8207\u7db2\u7d61\u90e8\u9580\u3002\u6211\u5011\u4f30\u8a08\u7684\u8a08\u7b97\u8207\u7db2\u7d61\u9700\u6c42\u9810\u8a08\u5c07\u4fdd\u6301\u96c6\u4e2d\u3002\u5728 2023 \u548c 2022 \u8ca1\u653f\u5e74\u5ea6\uff0c\u6c92\u6709\u5ba2\u6236\u7684\u6536\u5165\u4f54\u7e3d\u6536\u5165\u7684 10%\u6216\u4ee5\u4e0a\u3002<\/p>\n<\/blockquote>\n<p>\u5728\u67d0\u7a2e\u7a0b\u5ea6\u4e0a\uff0c\u9019\u662f\u5c0d\u300c\u4eba\u5de5\u667a\u6167\u662f\u65b0\u4e92\u806f\u7db2\u300d\u9019\u4e00\u8ad6\u9ede\u6709\u6548\u6027\u7684\u91cd\u5927\u6307\u6a19\u3002\u5982\u679c\u9019\u4e00\u8ad6\u9ede\u6709\u6548\uff0c\u96a8\u8457\u6bcf\u500b\u4eba\u90fd\u63a5\u53d7\u4eba\u5de5\u667a\u6167\uff0c\u92b7\u552e\u96c6\u4e2d\u5ea6\u61c9\u8a72\u6703\u96a8\u6642\u9593\u4e0b\u964d\u3002\u5982\u679c\u7121\u6548\uff0c\u90a3\u9ebc\u96c6\u4e2d\u5ea6\u61c9\u8a72\u6703\u6301\u7e8c\u5b58\u5728\uff0cNvidia \u5c07\u6703\u53d7\u5230\u9019\u4f4d\u5ba2\u6236\u7684\u5f71\u97ff\u3002\u6295\u8cc7\u8005\u5fc5\u9808\u95dc\u6ce8\u9019\u4e00\u6307\u6a19\u3002<\/p>\n<p>AMD \u516c\u53f8\uff08AMD\uff09\u548c\u82f1\u7279\u723e\u516c\u53f8\uff08INTC\uff09GPU \u7684\u589e\u9577\u4e5f\u662f\u4e00\u500b\u5a01\u8105\uff0c\u56e0\u70ba\u5b83\u5011\u4f7f\u7528\u81ea\u5df1\u7684\u7af6\u722d\u6027\u7de8\u7a0b\u5e73\u53f0\uff0c\u5982\u679c\u9019\u4e00\u5e73\u53f0\u6210\u529f\uff0c\u5c07\u5728\u9577\u671f\u5167\u524a\u5f31 CUDA\u3002\u4f8b\u5982\uff0cOpenAI \u63a8\u51fa\u4e86\u81ea\u5df1\u7684 CUDA \u66ff\u4ee3\u54c1\u3002\u8207\u6b64\u540c\u6642\uff0cMeta \u63a8\u51fa\u4e86\u589e\u5f37 Nvidia \u548c AMD GPU \u4e4b\u9593\u4e92\u64cd\u4f5c\u6027\u7684\u8edf\u4ef6\uff0c\u9019\u4e00\u8209\u63aa\u65e8\u5728\u524a\u5f31 CUDA\u3002\u6839\u64da\u8def\u900f\u793e\u5831\u5c0e\uff1a<\/p>\n<blockquote>\n<p>\u8edf\u9ad4\u5df2\u6210\u70ba\u6676\u7247\u88fd\u9020\u5546\u5c0b\u6c42\u5efa\u7acb\u958b\u767c\u8005\u751f\u614b\u7cfb\u7d71\u4ee5\u4f7f\u7528\u5176\u6676\u7247\u7684\u95dc\u9375\u6230\u5834\u3002Nvidia \u7684 CUDA \u5e73\u53f0\u8fc4\u4eca\u70ba\u6b62\u5728\u4eba\u5de5\u667a\u6167\u5de5\u4f5c\u4e2d\u6700\u53d7\u6b61\u8fce\u3002<\/p>\n<p>\u7136\u800c\uff0c\u4e00\u65e6\u958b\u767c\u8005\u70ba Nvidia \u6676\u7247\u91cf\u8eab\u5b9a\u5236\u5176\u4ee3\u78bc\uff0c\u5c31\u5f88\u96e3\u5728\u4f86\u81ea Nvidia \u7af6\u722d\u5c0d\u624b\u5982 AMD \u7684\u5716\u5f62\u8655\u7406\u55ae\u5143\uff08GPU\uff09\u4e0a\u904b\u884c\u3002Meta 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