{"id":7242,"date":"2024-07-23T01:08:46","date_gmt":"2024-07-22T17:08:46","guid":{"rendered":"https:\/\/tenten.co\/blog\/?p=7242"},"modified":"2024-07-23T01:11:09","modified_gmt":"2024-07-22T17:11:09","slug":"nvidia-stock-how-high-will-last","status":"publish","type":"post","link":"https:\/\/tenten.co\/blog\/investment\/nvidia-stock-how-high-will-last\/","title":{"rendered":"Nvidia\uff1a\u80a1\u50f9\u9084\u80fd\u6f32\u591a\u5c11\uff1f"},"content":{"rendered":"<p>Nvidia \u7684\u80a1\u50f9\u8868\u73fe\u4eae\u773c\uff0c\u4f46\u5206\u6790\u5e2b\u8a8d\u70ba\u4ecd\u6709\u5de8\u5927\u4e0a\u6f32\u7a7a\u9593\u3002\u6df1\u5165\u89e3\u6790 Nvidia \u7684\u6210\u9577\u524d\u666f\u3002<\/p>\n<h2><a id=\"%E6%91%98%E8%A6%81\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u6458\u8981<\/h2>\n<ul>\n<li>\u8a31\u591a\u5206\u6790\u5e2b\u6025\u65bc\u5ba3\u7a31\u82f1\u5049\u9054\u516c\u53f8\u80a1\u7968\u5df2\u9054\u5230\u9ad8\u5cf0\uff0c\u81ea 2023 \u5e74\u6625\u5b63\u4ee5\u4f86\uff0c\u80a1\u50f9\u5df2\u589e\u9577\u4e86 4 \u500d\u3002<\/li>\n<li>\u5be6\u969b\u4e0a\uff0c\u4e00\u65e6\u6211\u5011\u5168\u9762\u7406\u89e3 Nvidia \u5982\u4f55\u5de7\u5999\u5730\u7b56\u5283\u548c\u898f\u5283\u516c\u53f8\u5728 AI \u9769\u547d\u4e2d\u8d85\u8d8a\u6676\u7247\u7684\u5b9a\u4f4d\uff0c\u6f5b\u5728\u7684\u4e0a\u884c\u7a7a\u9593\u5c07\u5927\u5f97\u591a\u3002<\/li>\n<li>Nvidia \u80a1\u7968\u4ecd\u7136\u662f\u201c\u8cb7\u5165\u201d\uff0c\u6211\u5011\u8a0e\u8ad6\u8a72\u80a1\u7968\u61c9\u8a72\u4ee5\u4ec0\u9ebc\u50f9\u683c\u4ea4\u6613\u3002<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/FuXLrPj.jpeg\" alt=\"Nvidia Holds Its GTC: Artificial Intelligence Conference\" \/><\/p>\n<p>\u8cc8\u65af\u5ef7\u00b7\u6c99\u5229\u6587\/\u84cb\u8482\u5716\u7247\u65b0\u805e<\/p>\n<p>\u82f1\u5049\u9054\u516c\u53f8\uff08NASDAQ: NVDA\uff09\u81ea 2023 \u5e74\u6625\u5b63\u4ee5\u4f86\uff0c\u5176\u80a1\u50f9\u5df2\u589e\u9577 4 \u500d\uff0c\u9019\u5834\u9a5a\u4eba\u7684\u4eba\u5de5\u667a\u6167\u9a45\u52d5\u7684\u6f32\u52e2\u771f\u6b63\u958b\u59cb\u4e86\u3002\u9019\u5834\u6f32\u52e2\u4e5f\u5438\u5f15\u4e86\u8a31\u591a\u61f7\u7591\u8005\uff0c\u8cea\u7591\u8a72\u80a1\u662f\u5426\u80fd\u5920\u7e7c\u7e8c\u4e0a\u6f32\u3002\u4e8b\u5be6\u4e0a\uff0c\u82f1\u5049\u9054\u4e0d\u50c5\u50c5\u662f\u4e00\u5bb6\u92b7\u552e\u71b1\u9580\u4eba\u5de5\u667a\u6167\u6676\u7247\u7684\u534a\u5c0e\u9ad4\u516c\u53f8\uff0c\u800c\u662f\u5efa\u7acb\u4e86\u4e00\u500b\u5ee3\u6cdb\u7684\u4eba\u5de5\u667a\u6167\u5e73\u53f0\u3002\u4e00\u65e6\u6295\u8cc7\u8005\u4e86\u89e3\u82f1\u5049\u9054\u5728\u9019\u5834\u4eba\u5de5\u667a\u6167\u9769\u547d\u4e2d\u6240\u505a\u7684\u52aa\u529b\uff0c\u5c07\u66f4\u80fd\u770b\u51fa\u5176\u6f5b\u5728\u7684\u4e0a\u6f32\u7a7a\u9593\u3002<\/p>\n<p>\u5728\u6211\u5011\u4e4b\u524d\u7684\u6587\u7ae0\u4e2d\uff0c\u6211\u5011\u8a0e\u8ad6\u4e86 Nvidia \u5c07\u5982\u4f55\u5229\u7528\u9019\u5834 AI \u9769\u547d\u7684\u8a13\u7df4\u548c\u63a8\u65b7\u968e\u6bb5\uff0c\u4e26\u6307\u51fa Nvidia \u7684\u50f9\u503c\u61c9\u81f3\u5c11\u70ba 190 \u7f8e\u5143\uff08\u62c6\u80a1\u5f8c\uff09\uff0c\u9019\u610f\u5473\u8457\u5f9e\u9019\u88e1\u8d77\u81f3\u5c11\u6709 50%\u7684\u4e0a\u6f32\u7a7a\u9593\u3002<\/p>\n<p>\u5e02\u5834\u4f3c\u4e4e\u904e\u65bc\u5c08\u6ce8\u65bc\u4eba\u5de5\u667a\u6167\u6676\u7247\u92b7\u552e\u7684\u672a\u4f86\u589e\u9577\u6f5b\u529b\u3002\u7136\u800c\uff0cNvidia \u7684\u589e\u9577\u6545\u4e8b\u9060\u4e0d\u6b62\u65bc\u786c\u9ad4\u92b7\u552e\uff0c\u56e0\u70ba\u5728\u65b0\u7684\u4eba\u5de5\u667a\u6167\u8edf\u9ad4\u7522\u696d\u4e2d\uff0cNvidia \u6709\u5de8\u5927\u7684\u6a5f\u6703\u53ef\u4ee5\u5229\u7528\uff0c\u9019\u662f\u6211\u5011\u5728\u672c\u6587\u4e2d\u5c07\u8981\u8a0e\u8ad6\u7684\u3002Nvidia \u80a1\u7968\u4ecd\u7136\u662f\u300c\u8cb7\u5165\u300d\u3002<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>Nvidia \u5728\u8edf\u9ad4\u7522\u696d\u7684\u5de8\u5927\u6a5f\u6703**<\/p>\n<p>\u73fe\u5728\uff0c\u8981\u6b23\u8cde\u5f9e\u9019\u88e1\u958b\u59cb\u7684\u66f4\u5927\u4e0a\u884c\u6f5b\u529b\uff0c\u5168\u9762\u7406\u89e3 Nvidia \u5982\u4f55\u5de7\u5999\u5730\u7b56\u5283\u548c\u898f\u5283\u516c\u53f8\u5728 AI \u9769\u547d\u4e2d\u7684\u5b9a\u4f4d\u662f\u81f3\u95dc\u91cd\u8981\u7684\uff0c\u9019\u4e00\u9ede\u4ed6\u5011\u5728\u5927\u591a\u6578\u4e16\u754c\u4e4b\u524d\u5c31\u5df2\u7d93\u9810\u898b\u5230\u4e86\u3002\u8981\u5145\u5206\u7406\u89e3 Nvidia \u5c07\u5982\u4f55\u5229\u7528\u9019\u500b\u65b0\u6642\u4ee3\uff0c\u6211\u5011\u9700\u8981\u56de\u9867\u9996\u5e2d\u57f7\u884c\u5b98\u9ec3\u4ec1\u52f3\u5728 2023 \u5e74 11 \u6708\u7684 2024 \u5e74\u7b2c\u4e09\u5b63\u5ea6 Nvidia \u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e0a\u5be6\u969b\u63d0\u4f9b\u7684\u5168\u9762\u89e3\u91cb\u3002\u73fe\u5728\uff0c\u9019\u4e9b\u6458\u9304\u5f88\u9577\uff0c\u56e0\u6b64\u6211\u5011\u5c07\u5176\u5206\u70ba\u5169\u90e8\u5206\u3002\u8853\u8a9e\u53ef\u80fd\u770b\u8d77\u4f86\u5f88\u8907\u96dc\uff0c\u4f46\u6211\u5011\u5c07\u4ee5\u7c21\u5316\u7684\u65b9\u5f0f\u5206\u89e3\u4ed6\u6240\u50b3\u9054\u7684\u5167\u5bb9\uff0c\u4ee5\u4fbf\u6240\u6709\u6295\u8cc7\u8005\u90fd\u80fd\u7406\u89e3\u3002<\/p>\n<blockquote>\n<p>\u5728\u5168\u7403\u7bc4\u570d\u5167\uff0cAI 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AI \u6a21\u578b\u7684\u767c\u660e\u4f86\u8655\u7406\u6578\u64da\uff0c\u4ee5\u5275\u5efa\u5b89\u5168\u7684 AI \u4f5c\u70ba\u8b77\u6b04\uff0c\u9032\u884c\u5fae\u8abf\u7b49\u7b49\u3002\u7b2c\u4e09\uff0c\u4f60\u9700\u8981\u5de5\u5ee0\u3002\u9019\u5c31\u662f DGX Cloud \u7684\u610f\u7fa9\u3002\u6211\u5011\u7684 AI \u6a21\u578b\u7a31\u70ba AI Foundations\u3002\u6211\u5011\u7684\u904e\u7a0b\uff0c\u5982\u679c\u4f60\u9858\u610f\u7684\u8a71\uff0c\u6211\u5011\u5275\u5efa AI \u7684 CAD \u7cfb\u7d71\u7a31\u70ba NeMo\uff0c\u4e26\u5728\u6211\u5011\u7a31\u4e4b\u70ba DGX Cloud \u7684 NVIDIA \u5de5\u5ee0\u4e0a\u904b\u884c\u3002<\/p>\n<p>\u6211\u5011\u7684\u7372\u5229\u6a21\u5f0f\u662f\u8207\u6bcf\u4e00\u4f4d\u5408\u4f5c\u5925\u4f34\u5408\u4f5c\uff0c\u4ed6\u5011\u5728 DGX Cloud \u4e0a\u79df\u7528\u4e00\u500b\u6c99\u76d2\uff0c\u5728\u9019\u88e1\u6211\u5011\u5171\u540c\u5de5\u4f5c\uff0c\u4ed6\u5011\u63d0\u4f9b\u6578\u64da\u548c\u9818\u57df\u5c08\u696d\u77e5\u8b58\uff0c\u6211\u5011\u63d0\u4f9b\u7814\u7a76\u4eba\u54e1\u548c\u5de5\u7a0b\u5e2b\uff0c\u5e6b\u52a9\u4ed6\u5011\u69cb\u5efa\u81ea\u5b9a\u7fa9\u7684\u4eba\u5de5\u667a\u6167\u3002\u6211\u5011\u5e6b\u52a9\u4ed6\u5011\u4f7f\u9019\u500b\u81ea\u5b9a\u7fa9\u7684\u4eba\u5de5\u667a\u6167\u8b8a\u5f97\u5353\u8d8a\u3002<\/p>\n<\/blockquote>\n<p>\u9019\u6709\u5f88\u591a\u5167\u5bb9\u9700\u8981\u8655\u7406\uff0c\u6240\u4ee5\u8b93\u6211\u5011\u4f86\u5206\u89e3\u4e00\u4e0b\u30022023 \u5e74 11 \u6708\uff0cNvidia \u8207 Microsoft Azure \u5408\u4f5c\u63a8\u51fa\u4e86\u5176\u9996\u500b AI \u5de5\u5ee0\u3002\u9019\u500b AI \u5de5\u5ee0\u7d50\u5408\u4e86 Nvidia \u7684\u201c\u751f\u6210\u5f0f AI \u6a21\u578b\u6280\u8853\u3001LLM\u8a13\u7df4\u5c08\u696d\u77e5\u8b58\u548c\u5de8\u578b AI \u5de5\u5ee0[DGX Cloud]\u201d\u3002\u672c\u8cea\u4e0a\uff0cNvidia \u901a\u904e\u96f2\u670d\u52d9\u63d0\u4f9b\u5546(CSP)\u7684\u5e73\u53f0\u5411\u4f01\u696d\u63d0\u4f9b\u5176\u81ea\u8eab\u7684\u751f\u6210\u5f0f AI \u80fd\u529b\uff0c\u4ee5\u5e6b\u52a9\u516c\u53f8\u5efa\u7acb\u81ea\u5df1\u7684 AI \u6a21\u578b\u3002<\/p>\n<p>\u5728 2023 \u5e74 6 \u6708\u7684\u4e0a\u4e00\u7bc7\u6587\u7ae0\u4e2d\uff0c\u6211\u5011\u6df1\u5165\u63a2\u8a0e\u4e86 Nvidia \u7684\u7cbe\u660e\u7b56\u7565\uff0c\u8207\u4e3b\u8981\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\u5408\u4f5c\u63d0\u4f9b\u5176\u81ea\u6709\u7684 DGX \u96f2\u7aef\u670d\u52d9\uff0c\u5176\u4e2d\u7d04 10%\u7684\u82af\u7247\u92b7\u552e\u7d66\u9019\u4e9b\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\u5f8c\uff0c\u6703\u88ab Nvidia \u79df\u56de\u4ee5\u904b\u884c\u5176\u81ea\u6709\u7684\u96f2\u7aef\u670d\u52d9\u3002<\/p>\n<p>\u9996\u5e2d\u57f7\u884c\u5b98\u9ec3\u4ec1\u52f3\u5728 2024 \u8ca1\u653f\u7b2c\u4e00\u5b63\u5ea6 Nvidia \u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e2d\u5206\u4eab\u4e86\uff1a<\/p>\n<blockquote>\n<p>\u5b83\u8b93\u6211\u5011\u2026\u4e00\u8d77\u5275\u9020\u65b0\u7684\u61c9\u7528\u7a0b\u5f0f\u4e26\u5171\u540c\u958b\u767c\u65b0\u7684\u5e02\u5834\u3002\u6211\u5011\u4f5c\u70ba\u4e00\u500b\u5718\u968a\u9032\u5165\u5e02\u5834\uff0c\u4e26\u4e14\u901a\u904e\u8b93\u5ba2\u6236\u4f7f\u7528\u6211\u5011\u7684\u8a08\u7b97\u5e73\u53f0\u800c\u7372\u76ca\uff0c\u800c\u4ed6\u5011\u5247\u901a\u904e\u64c1\u6709\u6211\u5011\u5728\u4ed6\u5011\u7684\u96f2\u7aef\u4e2d\u800c\u53d7\u76ca\u3002<\/p>\n<\/blockquote>\n<p>\u78ba\u5be6\uff0c\u96a8\u8457\u4eba\u5de5\u667a\u6167\u9769\u547d\u7684\u8208\u8d77\uff0cNvidia \u7684\u6280\u8853\u5728\u4f01\u696d\u754c\u8b8a\u5f97\u6975\u70ba\u6436\u624b\uff0c\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\u9858\u610f\u5728\u5176 GPU \u4e4b\u5916\uff0c\u63d0\u4f9b Nvidia \u7368\u7279\u7684\u5c08\u696d\u77e5\u8b58\u548c\u5de5\u5177\uff0c\u4ee5\u5438\u5f15\u66f4\u591a\u4f01\u696d\u9032\u5165\u4ed6\u5011\u7684\u96f2\u7aef\u5e73\u53f0\u3002\u800c Nvidia \u4e5f\u5229\u7528\u9019\u4e00\u986f\u8d6b\u5730\u4f4d\uff0c\u5411\u4e0a\u5782\u76f4\u6574\u5408\uff0c\u76f4\u63a5\u63a5\u89f8\u4f01\u696d\uff0c\u5982\u524d\u6587\u6240\u8ff0\uff1a<\/p>\n<blockquote>\n<p>\u96d6\u7136\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\uff08CSPs\uff09\u6b63\u5728\u52aa\u529b\u8a2d\u8a08\u91dd\u5c0d\u5176\u81ea\u8eab\u96f2\u7aef\u670d\u52d9\u512a\u5316\u7684\u6676\u7247\uff0c\u4ee5\u63d0\u4f9b\u66f4\u5177\u6210\u672c\u6548\u76ca\u7684\u589e\u5f37\u6027\u80fd\uff0cNvidia \u5247\u63d0\u4f9b\u91dd\u5c0d Nvidia \u7684 GPU \u512a\u5316\u7684 DGX Cloud \u670d\u52d9\uff0c\u5f9e\u800c\u78ba\u4fdd\u5229\u7528 Nvidia \u6280\u8853\u7684\u5168\u90e8\u6f5b\u529b\u7684\u96f2\u7aef\u670d\u52d9\u7684\u53ef\u7528\u6027\uff0c\u63d0\u4f9b\u6700\u4f73\u6027\u80fd\u548c\u6210\u672c\u6548\u76ca\uff0c\u4e26\u5c0d\u6297 CSPs \u81ea\u6709\u6676\u7247\u9a45\u52d5\u7684\u670d\u52d9\u65e5\u76ca\u666e\u53ca\u7684\u5a01\u8105\u3002<\/p>\n<\/blockquote>\n<p>\u6240\u4ee5 Nvidia \u6b63\u5728\u52aa\u529b\u7dad\u6301\u5176\u5728\u96f2\u7aef\u5e73\u53f0\u4e0a\u7684\u5b58\u5728\u3002\u73fe\u5728\u5728\u540c\u4e00\u7bc7\u6587\u7ae0\u4e2d\u4e5f\u5efa\u8b70\u4e86\uff08\u5f37\u8abf\u5df2\u6dfb\u52a0\uff09\uff1a<\/p>\n<blockquote>\n<p>Nvidia \u7684\u96f2\u7aef\u696d\u52d9\u53ea\u6703\u5728\u6b64\u57fa\u790e\u4e0a\u6301\u7e8c\u589e\u9577\u3002\u7121\u8ad6\u5b83\u662f\u5426\u7e7c\u7e8c\u5c08\u6ce8\u65bc\u5925\u4f34\u95dc\u4fc2\u7684\u8def\u5f91\uff0c\u6216\u662f\u96a8\u8457\u6642\u9593\u7684\u63a8\u79fb\u8d8a\u4f86\u8d8a\u591a\u5730\u76f4\u63a5\u670d\u52d9\u4f01\u696d\u3002<\/p>\n<\/blockquote>\n<p>\u9019\u4f3c\u4e4e\u6b63\u5728\u767c\u751f\uff0cNvidia \u4e0d\u50c5\u8207 CSP \u5408\u4f5c\u63d0\u4f9b DGX Cloud\uff0c\u9084\u8207\u50cf Dell \u9019\u6a23\u7684\u9818\u5148\u4f3a\u670d\u5668 OEM \u5408\u4f5c\uff0c\u5efa\u7acb\u4ed6\u5011\u6240\u7a31\u7684\u300cAI \u5de5\u5ee0\u300d\u3002<\/p>\n<p>\u6709\u8da3\u7684\u662f\uff0c\u5728\u6bcf\u500b\u4e3b\u8981\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\u7684\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e0a\uff0c\u9996\u5e2d\u57f7\u884c\u5b98\u5011\u559c\u6b61\u5ba3\u7a31\u4ed6\u5011\u7684\u96f2\u7aef\u696d\u52d9\u7684\u7e3d\u53ef\u5c0b\u5740\u5e02\u5834\u6709\u591a\u5927\uff0c\u4e26\u5f37\u8abf\u4ecd\u6709\u591a\u5c11\u4f01\u696d\u7684\u5de5\u4f5c\u8ca0\u8f09\u4ecd\u7136\u4fdd\u6301\u5728\u201c\u672c\u5730\u201d\u3002<\/p>\n<p>\u4f8b\u5982\uff0c\u5728\u4e9e\u99ac\u905c 2024 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e0a\uff0c\u9996\u5e2d\u57f7\u884c\u5b98\u5b89\u8fea\u00b7\u8cc8\u897f\u63d0\u5230\uff1a<\/p>\n<blockquote>\n<p>\u5168\u7403 IT \u652f\u51fa\u4e2d\u6709 85% \u6216\u66f4\u591a\u4ecd\u7136\u662f\u5728\u672c\u5730\u9032\u884c\u7684\u3002\u800c\u9019\u9084\u4e0d\u5305\u62ec\u751f\u6210\u5f0f AI \u7684\u8a08\u7b97\uff0c\u5927\u90e8\u5206\u751f\u6210\u5f0f AI \u5c07\u5728\u63a5\u4e0b\u4f86\u7684 10 \u5230 20 \u5e74\u5167\u5f9e\u96f6\u958b\u59cb\u5728\u96f2\u7aef\u5275\u5efa\u3002\u6211\u5011\u9762\u524d\u6709\u4e00\u500b\u975e\u5e38\u5927\u7684\u6a5f\u6703\u3002<\/p>\n<\/blockquote>\n<p>\u56e0\u6b64\uff0c\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\u672c\u8cea\u4e0a\u6b63\u5728\u52aa\u529b\u5229\u7528\u8d8a\u4f86\u8d8a\u591a\u7684\u4f01\u696d\u5fc5\u9808\u5c07\u5176\u5de5\u4f5c\u8ca0\u8f09\u9077\u79fb\u5230\u96f2\u7aef\uff0c\u4ee5\u4fbf\u80fd\u5920\u5145\u5206\u767c\u63ee\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u7684\u529b\u91cf\u3002<\/p>\n<p>\u4f46\u73fe\u5be6\u662f\uff0c\u8a31\u591a\u4f01\u696d\u4ecd\u7136\u5c0d\u8f49\u5411\u96f2\u7aef\u6301\u4fdd\u7559\u614b\u5ea6\uff0c\u4e3b\u8981\u662f\u56e0\u70ba\u6578\u64da\u5b89\u5168\/\u96b1\u79c1\u7684\u9867\u616e\u3002\u5373\u4f7f\u662f\u90a3\u4e9b\u5c07\u67d0\u4e9b\u5de5\u4f5c\u8ca0\u8f09\u8f49\u79fb\u5230\u96f2\u7aef\u7684\u4f01\u696d\uff0c\u901a\u5e38\u4e5f\u662f\u70ba\u4e86\u8a66\u9a57\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u670d\u52d9\uff0c\u4e26\u5c07\u5176\u5de5\u4f5c\u8ca0\u8f09\u91cd\u65b0\u5e36\u56de\u672c\u5730\u3002<\/p>\n<p>\u5728\u6700\u8fd1\u7684\u4e00\u500b\u64ad\u5ba2\u8a2a\u8ac7\u4e2d\uff0cGroq Cloud \u7684\u8ca0\u8cac\u4eba Sunny Madra \u5206\u4eab\u4e86\uff1a<\/p>\n<blockquote>\n<p>\u6211\u807d\u8aaa\u904e\u9019\u7a2e\u60c5\u6cc1\uff0c\u8207\u8d85\u5927\u898f\u6a21\u96f2\u670d\u52d9\u5546\u7684\u5c0d\u8a71\u4e2d\uff0c\u5ba2\u6236\u4e0d\u6703\u4fe1\u4efb\uff0c\u800c\u8d85\u5927\u898f\u6a21\u96f2\u670d\u52d9\u5546\u6703\u5408\u6cd5\u7c3d\u7f72\u4e0d\u6703\u4f7f\u7528\u4ed6\u5011\u7684\u6578\u64da\u9032\u884c\u8a13\u7df4\uff0c\u4f46\u4ed6\u5011\u4ecd\u7136\u4e0d\u6703\u4fe1\u4efb\u4ed6\u5011\u3002\u4ed6\u5011\u53ea\u662f\u76f8\u4fe1\u6240\u6709\u95dc\u65bc\u6578\u64da\u4f7f\u9019\u4e9b\u6a21\u578b\u66f4\u597d\u7684\u6545\u4e8b\uff0c\u5927\u5bb6\u90fd\u60f3\u8981\u4e00\u7a2e\u65b9\u5f0f\u4f86\u7372\u53d6\u9019\u4e9b\u6578\u64da\uff0c\u4ee5\u4f7f\u6a21\u578b\u66f4\u597d\u3002<\/p>\n<p>\u2026<\/p>\n<p>\u767c\u751f\u4e86\u4ec0\u9ebc\u4f60\u77e5\u9053\u7684\uff0c\u57fa\u672c\u4e0a\u9019\u53ef\u80fd\u662f\u4e00\u7a2e\u6a21\u5f0f\uff0c\u4eba\u5011\u4f86\u5617\u8a66\u96f2\u7aef\u7684\u67d0\u4e9b\u6771\u897f\uff0c\u78ba\u4fdd\u5b83\u80fd\u6b63\u5e38\u904b\u4f5c\uff0c\u7136\u5f8c\u7acb\u523b\u60f3\u8981\u6253\u96fb\u8a71\u7d66\u4f60\uff0c\u8aaa\u563f\uff0c\u6211\u53ef\u4ee5\u628a\u9019\u500b\u653e\u5728\u672c\u5730\u55ce\uff1f<\/p>\n<\/blockquote>\n<p>\u9019\u4e00\u898b\u89e3\u5728\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\u7684\u5df4\u514b\u840a\u8abf\u67e5\u4e2d\u5f97\u5230\u4e86\u9032\u4e00\u6b65\u8b49\u5be6\uff0c\u8a72\u8abf\u67e5\u986f\u793a 83%\u7684\u9996\u5e2d\u8cc7\u8a0a\u5b98\u8a08\u5283\u5728 2024 \u5e74\u4e0a\u534a\u5e74\u5c07\u81f3\u5c11\u90e8\u5206\u5de5\u4f5c\u8ca0\u8f09\u91cd\u65b0\u5e36\u56de\u79c1\u6709\u96f2\u6216\u672c\u5730\u74b0\u5883\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/8\/49821292-1720434531754027_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/X8HJrMy.png\" alt=\"repatriation of workloads from public cloud back to on-premises\" \/><\/a><\/p>\n<p>\u00a0\u5df4\u514b\u840a<\/p>\n<p>\u9019\u662f Nvidia \u73fe\u5728\u5c0b\u6c42\u5229\u7528\u7684\u8da8\u52e2\u3002<\/p>\n<p>\u57fa\u672c\u4e0a\uff0c\u4ed6\u5011\u6b63\u5728\u901a\u904e DGX Cloud\/ AI \u5de5\u5ee0\u5e6b\u52a9\u4f01\u696d\u69cb\u5efa AI \u61c9\u7528\uff0c\u5229\u7528\u9019\u4e9b\u516c\u53f8\u4e0d\u60f3\u5c07\u5176\u6578\u64da\u63d0\u4f9b\u7d66\u5176\u4ed6\u516c\u53f8\uff08\u516c\u5171\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\uff09\u7684\u4e8b\u5be6\u3002<\/p>\n<p>\u900f\u904e AI \u5de5\u5ee0\/DGX \u96f2\u7aef\uff0cNvidia \u4e5f\u5728\u5229\u7528 AI \u4eba\u624d\u7a00\u7f3a\u7684\u4e8b\u5be6\uff0c\u56e0\u70ba\u9019\u5834\u751f\u6210\u5f0f AI \u9769\u547d\u4ecd\u8655\u65bc\u521d\u671f\u968e\u6bb5\u3002\u4e8b\u5be6\u4e0a\uff0c\u98a8\u96aa\u6295\u8cc7\u5de8\u982d\u5b89\u5fb7\u68ee\u00b7\u970d\u6d1b\u7dad\u8328\uff08Andreessen Horowitz\uff09\u5c0d\u4f01\u696d\u5982\u4f55\u90e8\u7f72 AI \u7684\u7814\u7a76\u986f\u793a\uff1a<\/p>\n<blockquote>\n<p>\u5be6\u65bd\u548c\u64f4\u5c55\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u9700\u8981\u5408\u9069\u7684\u6280\u8853\u4eba\u624d\uff0c\u800c\u76ee\u524d\u8a31\u591a\u4f01\u696d\u5167\u90e8\u4e26\u4e0d\u5177\u5099\u9019\u6a23\u7684\u4eba\u624d<\/p>\n<\/blockquote>\n<p>\u56e0\u6b64\uff0c\u4f01\u696d\u4e0d\u5f97\u4e0d\u4f9d\u8cf4\u9818\u5148\u79d1\u6280\u516c\u53f8\uff08\u5305\u62ec Nvidia\uff09\u63d0\u4f9b\u7684\u5c08\u696d\u77e5\u8b58\uff0c\u4ee5\u5efa\u7acb\u516c\u53f8\u7684 AI \u57fa\u790e\u8a2d\u65bd\u4e26\u5354\u52a9\u4ed6\u5011\u69cb\u5efa AI \u6a21\u578b\u3002\u9019\u70ba Nvidia \u5275\u9020\u4e86\u4e00\u500b\u7f8e\u597d\u7684\u6a5f\u6703\uff0c\u5c07\u4f01\u696d\u9396\u5b9a\u5728 Nvidia \u751f\u614b\u7cfb\u7d71\u4e2d\uff0c\u56e0\u70ba\u6bcf\u5bb6\u516c\u53f8\u7684 AI \u6a21\u578b\/\u8edf\u9ad4\u61c9\u7528\u5c07\u88ab\u512a\u5316\u70ba\u50c5\u5728 Nvidia \u7684 GPU \u548c\u786c\u9ad4\u4e0a\u904b\u884c\u3002<\/p>\n<p>\u9019\u50c5\u50c5\u662f\u8a13\u7df4\/\u751f\u7522\u968e\u6bb5\u3002\u4e00\u65e6\u4f01\u696d\u7684 AI \u6a21\u578b\/\u61c9\u7528\u7a0b\u5e8f\u5efa\u7acb\u5b8c\u6210\uff0c\u5b83\u5011\u5c31\u6703\u5728 Nvidia \u7684 GPU \u4e0a\u904b\u884c\uff0c\u4e26\u4f7f\u7528 NVIDIA AI Enterprise \u8edf\u4ef6\uff0c\u6bcf\u500b GPU \u6bcf\u5e74\u7684\u8cbb\u7528\u70ba 4,500 \u7f8e\u5143\uff0c\u6b63\u5982 Jensen Huang \u5728 2024 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e2d\u6240\u89e3\u91cb\u7684\u90a3\u6a23\uff1a<\/p>\n<blockquote>\n<p>\u7136\u5f8c\u90a3\u500b\u81ea\u8a02\u7684\u4eba\u5de5\u667a\u6167\u5c31\u6210\u70ba\u4ed6\u5011\u7684\u3002\u4e26\u4e14\u4ed6\u5011\u5728\u4f01\u696d\u7d1a\u3001\u4f01\u696d\u512a\u5316\u6216\u8d85\u8d8a\u6027\u80fd\u512a\u5316\u7684\u904b\u884c\u6642\u4e0a\u90e8\u7f72\u5b83\uff0c\u904b\u884c\u65bc\u6240\u6709 NVIDIA \u7684\u7522\u54c1\u4e0a\u3002\u6211\u5011\u5728\u96f2\u7aef\u3001\u672c\u5730\u53ca\u4efb\u4f55\u5730\u65b9\u90fd\u6709\u9f90\u5927\u7684\u5b89\u88dd\u57fa\u790e\u3002<\/p>\n<p>\u800c\u4e14\u5b83\u662f\u5b89\u5168\u7684\uff0c\u5b89\u5168\u5730\u4fee\u88dc\uff0c\u6301\u7e8c\u4fee\u88dc\u548c\u512a\u5316\u4e26\u63d0\u4f9b\u652f\u6301\u3002\u6211\u5011\u7a31\u4e4b\u70ba NVIDIA AI Enterprise\u3002NVIDIA AI Enterprise \u6bcf\u500b GPU \u6bcf\u5e74\u70ba 4,500 \u7f8e\u5143\uff0c\u9019\u662f\u6211\u5011\u7684\u5546\u696d\u6a21\u5f0f\u3002\u6211\u5011\u7684\u5546\u696d\u6a21\u5f0f\u57fa\u672c\u4e0a\u662f\u4e00\u7a2e\u8a31\u53ef\u8b49\u3002\u6211\u5011\u7684\u5ba2\u6236\u53ef\u4ee5\u5728\u6b64\u57fa\u672c\u8a31\u53ef\u8b49\u7684\u57fa\u790e\u4e0a\u5efa\u7acb\u4ed6\u5011\u7684\u7372\u5229\u6a21\u5f0f\u3002<\/p>\n<p>\u5728\u5f88\u591a\u65b9\u9762\uff0c\u6211\u5011\u662f\u6279\u767c\uff0c\u4ed6\u5011\u8b8a\u6210\u4e86\u96f6\u552e\u3002\u4ed6\u5011\u53ef\u4ee5\u6709\u4e00\u500b\u8a02\u95b1\u8a31\u53ef\u57fa\u790e\uff0c\u6216\u8005\u6309\u5be6\u4f8b\u8a08\u8cbb\uff0c\u6216\u8005\u6309\u4f7f\u7528\u91cf\u8a08\u8cbb\uff0c\u4ed6\u5011\u53ef\u4ee5\u6709\u5f88\u591a\u4e0d\u540c\u7684\u65b9\u5f0f\u4f86\u5275\u5efa\u81ea\u5df1\u7684\u5546\u696d\u6a21\u5f0f\uff0c\u4f46\u6211\u5011\u7684\u57fa\u672c\u4e0a\u5c31\u50cf\u662f\u4e00\u500b\u8edf\u9ad4\u8a31\u53ef\uff0c\u5c31\u50cf\u4e00\u500b\u64cd\u4f5c\u7cfb\u7d71\u3002\u56e0\u6b64\uff0c\u6211\u5011\u7684\u5546\u696d\u6a21\u5f0f\u662f\u5e6b\u52a9\u60a8\u5275\u5efa\u81ea\u5b9a\u7fa9\u6a21\u578b\uff0c\u60a8\u5728 NVIDIA AI Enterprise \u4e0a\u904b\u884c\u9019\u4e9b\u81ea\u5b9a\u7fa9\u6a21\u578b\u3002\u9019\u4e00\u5207\u90fd\u8d77\u6b65\u826f\u597d\u3002NVIDIA AI Enterprise \u5c07\u6210\u70ba\u6211\u5011\u7684\u4e00\u500b\u975e\u5e38\u5927\u7684\u696d\u52d9\u3002<\/p>\n<\/blockquote>\n<p>\u73fe\u5728\uff0c\u9019\u662f\u4e00\u500b\u975e\u5e38\u95dc\u9375\u7684\u6982\u5ff5\uff0c\u7406\u89e3\u5b83\u5c0d\u65bc\u771f\u6b63\u638c\u63e1 Nvidia \u7684\u9577\u671f\u725b\u5e02\u8ad6\u9ede\u81f3\u95dc\u91cd\u8981\u3002<\/p>\n<p>\u9996\u5e2d\u57f7\u884c\u5b98\u9ec3\u4ec1\u52f3\u57fa\u672c\u4e0a\u5e0c\u671b\u5168\u7403\u7684\u8edf\u9ad4\u61c9\u7528\u7a0b\u5f0f\u80fd\u5728 Nvidia \u7684\u786c\u9ad4\u548c\u4f5c\u696d\u7cfb\u7d71\u4e0a\u904b\u884c\u3002\u9019\u5c31\u662f NVIDIA AI Enterprise\uff0c\u5b83\u662f\u4e00\u500b\u7528\u65bc\u904b\u884c AI \u5de5\u4f5c\u8ca0\u8f09\u7684\u4f5c\u696d\u7cfb\u7d71\u3002<\/p>\n<p>\u4ee5 ServiceNow (NOW) \u70ba\u4f8b\uff0c\u5b83\u662f\u8207 Nvidia \u548c Dell (DELL) \u5408\u4f5c\u5efa\u7acb AI \u5de5\u5ee0\u4ee5\u5275\u5efa\u548c\u904b\u884c\u5176\u751f\u6210\u5f0f AI \u9a45\u52d5\u7684\u8edf\u4ef6\u670d\u52d9\u7684\u65e9\u671f\u53c3\u8207\u8005\u4e4b\u4e00\u3002<\/p>\n<p>\u9019\u5bb6\u4f01\u696d\u8edf\u9ad4\u5de8\u982d\u5df2\u7d93\u5728\u5229\u7528 NVIDIA AI Enterprise \u5efa\u7acb\u65b0\u7684\u751f\u6210\u5f0f AI \u80fd\u529b\uff0c\u201c\u53ef\u4ee5\u63d0\u5347 IT \u64cd\u4f5c\u3001\u5ba2\u6236\u670d\u52d9\u5718\u968a\u548c\u54e1\u5de5\u7684\u751f\u7522\u529b\u3002\u201d ServiceNow \u5c07\u9019\u4e9b\u80fd\u529b\u8b8a\u73fe\u7684\u65b9\u5f0f\u662f\u5c07\u5176\u4f5c\u70ba\u201c\u9644\u52a0\u529f\u80fd\u201d\u92b7\u552e\uff0c\u9644\u52a0\u5728\u5ba2\u6236\u73fe\u6709\u7684\u8a02\u95b1\u8a08\u5283\u4e4b\u4e0a\uff0c\u57fa\u672c\u4e0a\u662f\u70ba\u4e86\u7372\u53d6\u5c0d\u751f\u6210\u5f0f AI \u529f\u80fd\u7684\u984d\u5916\u5b9a\u671f\u8a02\u95b1\u6536\u5165\uff0c\u985e\u4f3c\u65bc\u5fae\u8edf\u5728\u73fe\u6709\u7684 Microsoft 365 \u8a02\u95b1\u50f9\u683c\u4e0a\u6536\u53d6\u201cCopilot\u201d\u7684\u984d\u5916\u5b9a\u671f\u8a02\u95b1\u8cbb\u7528\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u96d6\u7136 ServiceNow \u5728\u524d\u7aef\u5c0d\u751f\u6210\u5f0f AI \u9a45\u52d5\u7684\u529f\u80fd\u6536\u53d6\u984d\u5916\u7684\u8a02\u95b1\u8cbb\u7528\uff0c\u4f46\u5b83\u6bcf\u5e74\u5c07\u5411 Nvidia \u652f\u4ed8\u6bcf\u500b GPU 4,500 \u7f8e\u5143\uff0c\u4ee5\u8655\u7406\u9019\u4e9b\u65b0\u7684\u670d\u52d9\u8acb\u6c42\u3002<\/p>\n<p>\u9019\u50c5\u50c5\u662f\u4e00\u500b\u4f8b\u5b50\u3002Nvidia \u6b63\u5728\u52aa\u529b\u6210\u70ba\u6240\u6709\u8edf\u9ad4\u61c9\u7528\u7684\u6838\u5fc3\u64cd\u4f5c\u7cfb\u7d71\u3002\u56e0\u6b64\uff0c\u9ec3\u4ec1\u52f3\u672c\u8cea\u4e0a\u662f\u5728\u5275\u9020\u4e00\u500b\u5546\u696d\u6a21\u5f0f\uff0c\u8b93\u5168\u7403\u7684\u8edf\u9ad4\u516c\u53f8\u6301\u7e8c\u652f\u4ed8\u4ed6\u79df\u91d1\u3002\u9019\u4e9b\u8a08\u7b97\u7f8e\u5143\u50b3\u7d71\u4e0a\u6d41\u5411\u516c\u5171\/\u79c1\u4eba\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\u6216\u672c\u5730\u4f3a\u670d\u5668\u7684\u64cd\u4f5c\u7cfb\u7d71\u63d0\u4f9b\u5546\u3002<\/p>\n<p>\u8acb\u8a18\u4f4f\uff0cNVIDIA AI Enterprise \u4e0d\u50c5\u53ef\u4ee5\u901a\u904e\u672c\u5730\u7684 AI \u5de5\u5ee0\u8a2a\u554f\uff0c\u9084\u53ef\u4ee5\u5728\u6240\u6709\u4e3b\u8981\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\u7684\u5e02\u5834\u4e0a\u7372\u5f97\uff0c\u9019\u4f7f\u5176\u771f\u6b63\u7121\u8655\u4e0d\u5728\uff0c\u4e26\u70ba Nvidia \u7684 AI \u5e73\u53f0\u5275\u9020\u4e86\u4e00\u500b\u8a98\u4eba\u7684\u8ce3\u9ede\uff0c\u56e0\u70ba\u5b83\u4e5f\u53ef\u4ee5\u652f\u6301\u4f01\u696d\u7684\u6df7\u5408\u96f2\u7b56\u7565\uff08\u516c\u5171\u96f2\u4e2d\u7684\u4e00\u534a\u5de5\u4f5c\u8ca0\u8f09\uff0c\u53e6\u4e00\u534a\u5728\u672c\u5730\uff09\u3002<\/p>\n<p>\u73fe\u5728\uff0c\u96d6\u7136\u516c\u5171\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\u71b1\u8877\u65bc\u901a\u904e\u4ed6\u5011\u7684\u5e73\u53f0\u63d0\u4f9b Nvidia \u7684\u6280\u8853\uff0c\u4f46\u4ed6\u5011\u80af\u5b9a\u6703\u52aa\u529b<\/p>\n<p>\u70ba\u4e86\u8b93\u8edf\u9ad4\u516c\u53f8\u7e7c\u7e8c\u4f7f\u7528\u4ed6\u5011\u7684\u516c\u5171\u96f2\u670d\u52d9\uff0c\u4e26\u8d8a\u4f86\u8d8a\u9f13\u52f5\u4ed6\u5011\u4f7f\u7528\u81ea\u5df1\u7684\u5167\u90e8\u786c\u9ad4\/\u8edf\u9ad4\u89e3\u6c7a\u65b9\u6848\u4f86\u904b\u884c\u4ed6\u5011\u7684\u8edf\u9ad4\u61c9\u7528\u7a0b\u5f0f\u3002\u4f8b\u5982\uff0c\u5728\u4e9e\u99ac\u905c\uff08AMZN\uff092023 \u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e0a\uff0c\u9996\u5e2d\u57f7\u884c\u5b98\u5b89\u8fea\u00b7\u8cc8\u897f\uff08Andy Jassy\uff09\u8a87\u8b9a\u4f7f\u7528 AWS \u6676\u7247\u7684\u8edf\u9ad4\u516c\u53f8\u6578\u91cf\uff1a<\/p>\n<blockquote>\n<p>\u6211\u5011\u5efa\u9020\u4e86\u5b9a\u5236\u7684\u4eba\u5de5\u667a\u6167\u8a13\u7df4\u6676\u7247\uff0c\u540d\u70ba Trainium\uff0c\u4ee5\u53ca\u63a8\u8ad6\u6676\u7247\uff0c\u540d\u70ba Inferentia\u2026\u2026\u6211\u5011\u5df2\u7d93\u6709\u5e7e\u500b\u5ba2\u6236\u5728\u4f7f\u7528\u6211\u5011\u7684\u4eba\u5de5\u667a\u6167\u6676\u7247\uff0c\u5305\u62ec Anthropic\u3001Airbnb\u3001Hugging Face\u3001Qualtrics\u3001Ricoh \u548c Snap\u3002<\/p>\n<\/blockquote>\n<p>\u5118\u7ba1\u5982\u6b64\uff0c\u8003\u616e\u5230\u570d\u7e5e\u5176\u7522\u54c1\u5efa\u7acb\u7684\u5ee3\u6cdb\u5408\u4f5c\u5925\u4f34\u751f\u614b\u7cfb\u7d71\uff0c\u5305\u62ec 510 \u842c\u540d\u958b\u767c\u8005\uff0cNvidia \u7684 GPU \u4e0d\u592a\u53ef\u80fd\u5728\u77ed\u671f\u5167\u5931\u53bb\u4eba\u6c23\uff0c\u9019\u6709\u52a9\u65bc\u7dad\u6301\u5176\u7af6\u722d\u512a\u52e2\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/8\/49821292-17204345310092788_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/uLJaywZ.png\" alt=\"Nvidia ecosystem statistics\" \/><\/a><\/p>\n<p>\u00a0\u82f1\u5049\u9054<\/p>\n<p>\u6b64\u5916\uff0cNvidia \u80af\u5b9a\u6703\u52aa\u529b\u5229\u7528\u5404\u500b\u4f01\u696d\u5c0d\u6700\u4f73\u6578\u64da\u5b89\u5168\u548c\u96b1\u79c1\u7684\u9700\u6c42\uff0c\u901a\u904e\u70ba\u4ed6\u5011\u5efa\u7acb AI \u5de5\u5ee0\u4f86\u63d0\u4f9b\u672c\u5730\u89e3\u6c7a\u65b9\u6848\u3002\u4e8b\u5be6\u4e0a\uff0c\u5728 2025 \u8ca1\u653f\u7b2c\u4e00\u5b63\u5ea6\u7684\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e0a\uff0c\u9996\u5e2d\u8ca1\u52d9\u5b98 Colette Kress \u5ba3\u7a31\u4ed6\u5011\u6b63\u5728\u70ba\u5404\u7a2e\u516c\u53f8\u5efa\u8a2d\u7684 AI \u5de5\u5ee0\u6578\u91cf\uff0c\u8d85\u8d8a\u4e86\u50cf ServiceNow \u9019\u6a23\u7684\u4f01\u696d\u8edf\u4ef6\u516c\u53f8\uff08\u5f37\u8abf\u5df2\u52a0\uff09\u3002<\/p>\n<blockquote>\n<p>\u5927\u578b\u96c6\u7fa4\uff0c\u5982 Meta \u548c Tesla \u6240\u5efa\u9020\u7684\uff0c\u4fbf\u662f\u6211\u5011\u6240\u7a31\u7684 AI \u5de5\u5ee0\uff0c\u9019\u662f AI \u751f\u7522\u7684\u57fa\u672c\u57fa\u790e\u8a2d\u65bd\u7684\u4f8b\u5b50\u3002<\/p>\n<p>\u9019\u4e9b\u4e0b\u4e00\u4ee3\u6578\u64da\u4e2d\u5fc3\u64c1\u6709\u5148\u9032\u7684\u5168\u5806\u758a\u52a0\u901f\u8a08\u7b97\u5e73\u53f0\uff0c\u6578\u64da\u9032\u4f86\uff0c\u667a\u6167\u7522\u51fa\u3002\u5728\u7b2c\u4e00\u5b63\u5ea6\uff0c\u6211\u5011\u8207\u8d85\u904e 100 \u4f4d\u5ba2\u6236\u5408\u4f5c\uff0c\u5efa\u8a2d AI \u5de5\u5ee0\uff0c\u898f\u6a21\u5f9e\u6578\u767e\u5230\u6578\u842c\u500b GPU \u4e0d\u7b49\uff0c\u5176\u4e2d\u4e00\u4e9b\u9054\u5230 100,000 \u500b GPU\u3002<\/p>\n<\/blockquote>\n<p>\u8003\u616e\u5230\u6bcf\u500b AI \u5de5\u5ee0\u5df2\u7d93\u53ef\u4ee5\u64c1\u6709\u6578\u842c\u500b GPU\uff0c\u4e26\u4e14 Jensen Huang \u6700\u8fd1\u5728 Computex \u4e0a\u9810\u6e2c\u300c\u6578\u767e\u842c GPU \u6578\u64da\u4e2d\u5fc3\u7684\u6642\u4ee3\u5373\u5c07\u4f86\u81e8\u300d\uff0c\u6bcf\u9846\u6676\u7247\u6bcf\u5e74 4,500 \u7f8e\u5143\u61c9\u8a72\u80fd\u901a\u904e NVIDIA AI Enterprise \u7522\u751f\u5927\u91cf\u7684\u6301\u7e8c\u6536\u5165\u6d41\u3002\u56e0\u6b64\uff0c\u9019\u5c07\u662f\u516c\u53f8\u5728 NVIDIA \u7684\u5e73\u53f0\u4e0a\u904b\u884c\u5176\u5b9a\u5236\u7684 AI \u6a21\u578b\/\u8edf\u4ef6\u61c9\u7528\u7a0b\u5e8f\uff0c\u4ee5\u5411\u5176\u6700\u7d42\u5ba2\u6236\u63d0\u4f9b\u5404\u7a2e\u670d\u52d9\uff0c\u7121\u8ad6\u662f\u4ee5\u804a\u5929\u6a5f\u5668\u4eba\u7684\u5f62\u5f0f\u56de\u7b54\u7528\u6236\u554f\u984c\uff0c\u9084\u662f\u4ee5\u8edf\u4ef6\u61c9\u7528\u7a0b\u5e8f\u6839\u64da\u5275\u4f5c\u8005\u7684\u63d0\u793a\u751f\u6210\u8996\u983b\u3002<\/p>\n<p>\u53bb\u5e74\uff0cNvidia \u900f\u9732\u4ed6\u5011\u9810\u671f NVIDIA AI Enterprise \u7684\u5e74\u5ea6\u5e02\u5834\u6a5f\u6703\u5c07\u9054\u5230 1500 \u5104\u7f8e\u5143\uff0c\u9019\u662f\u6574\u500b\u516c\u53f8 1 \u842c\u5104\u7f8e\u5143\u5e02\u5834\u6a5f\u6703\u7684\u4e00\u90e8\u5206\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/8\/49821292-17204345310853105_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/BsnXwPj.png\" alt=\"Nvidia long-term annual market opportunity\" \/><\/a><\/p>\n<p>\u00a0\u82f1\u5049\u9054<\/p>\n<p>\u73fe\u5728\uff0cNvidia \u80fd\u5920\u6355\u6349\u5230\u7684\u9019\u500b\u7e3d\u53ef\u5c0b\u5740\u5e02\u5834\uff08TAM\uff09\u6709\u591a\u5c11\u4ecd\u6709\u5f85\u89c0\u5bdf\u3002\u4f46 Nvidia \u73fe\u5728\u92b7\u552e\u7684 GPU \u8d8a\u591a\uff0c\u70ba\u5168\u7403\u4f01\u696d\u5efa\u9020\u7684 AI \u5de5\u5ee0\u8d8a\u591a\uff0c\u672a\u4f86\u5176\u5728 AI \u8edf\u9ad4\u5e02\u5834\u7684\u4efd\u984d\u4e5f\u5c07\u8d8a\u5927\u3002<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>Nvidia \u80a1\u7968\u6703\u6709\u5927\u5e45\u56de\u8abf\u55ce\uff1f**<\/p>\n<p>\u73fe\u5728\uff0c\u7531\u65bc\u6211\u5011\u4ecd\u8655\u65bc\u4f01\u696d\u5efa\u7acb\u4eba\u5de5\u667a\u6167\u6578\u64da\u4e2d\u5fc3\u7684\u65e9\u671f\u968e\u6bb5\uff0cNvidia \u7684\u92b7\u552e\u6536\u5165\u548c\u6536\u76ca\u53ef\u80fd\u6703\u4fdd\u6301\u9ad8\u4f4d\u3002\u9996\u5e2d\u57f7\u884c\u5b98\u9ec3\u4ec1\u52f3\u5728\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e2d\u5f37\u8abf\u4e86\u4ed6\u5c0d\u76ee\u524d\u5efa\u8a2d\u968e\u6bb5\u7684\u770b\u6cd5\uff1a<\/p>\n<blockquote>\n<p>\u5982\u679c\u4f60\u5728\u5efa\u8a2d\u4e2d\u6295\u5165\u4e86 5%\u8207\u6295\u5165\u4e86 95%\uff0c\u4f60\u7684\u611f\u53d7\u6703\u975e\u5e38\u4e0d\u540c\u3002\u800c\u4e14\u56e0\u70ba\u4f60\u7121\u8ad6\u5982\u4f55\u53ea\u6295\u5165\u4e86 5%\u5728\u5efa\u8a2d\u4e2d\uff0c\u6240\u4ee5\u4f60\u6703\u76e1\u5feb\u9032\u884c\u5efa\u8a2d\u3002<\/p>\n<\/blockquote>\n<p>\u73fe\u5728\uff0c\u96a8\u8457\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\u3001\u6d88\u8cbb\u8005\u4e92\u806f\u7db2\u516c\u53f8\u548c\u65e9\u671f\u4f01\u696d\u5ba2\u6236\u5e7e\u4e4e\u5b8c\u6210\u5176\u4eba\u5de5\u667a\u6167\u57fa\u790e\u8a2d\u65bd\u7684\u5efa\u8a2d\uff0c\u4ed6\u5011\u5c0d Nvidia \u6676\u7247\u7684\u8cfc\u8cb7\u5c07\u4e0d\u53ef\u907f\u514d\u5730\u5f9e\u76ee\u524d\u7684\u6c34\u5e73\u653e\u7de9\u3002\u800c\u5728\u9019\u500b\u968e\u6bb5\uff0c\u53ef\u80fd\u6703\u767c\u751f\u5927\u5e45\u7684\u80a1\u50f9\u56de\u8abf\u3002<\/p>\n<p>\u7562\u7adf\uff0c\u4e8c\u5341\u591a\u5e74\u524d\u5c0e\u81f4\u7db2\u8def\u6ce1\u6cab\u7834\u88c2\u7684\u539f\u56e0\u662f\u79d1\u6280\u516c\u53f8\u7684\u92b7\u552e\u548c\u76c8\u5229\u589e\u9577\u7387\u653e\u7de9\uff0c\u672a\u80fd\u9054\u5230\u5e02\u5834\u9810\u671f\u3002\u6700\u8fd1\u300aSeeking Alpha\u300b\u7684\u4e00\u7bc7\u65b0\u805e\u5831\u5c0e\u63ed\u793a\u4e86\u9ad8\u76db\u5c0d\u7db2\u8def\u6ce1\u6cab\u7834\u88c2\u7684\u898b\u89e3\uff1a<\/p>\n<blockquote>\n<p>\u6839\u64da\u5206\u6790\uff0c\u201c\u672a\u80fd\u9054\u5230\u9ad8\u6f32\u7684\u589e\u9577\u9810\u671f\u7d50\u675f\u4e86\u7db2\u8def\u6ce1\u6cab\u7684\u4f30\u503c\u7e41\u69ae\u3002\u201d<\/p>\n<p>\u622a\u81f3 2000 \u5e74 1 \u6708\uff0c1999 \u5e74\u81f3 2001 \u5e74\u9593\uff0c\u601d\u79d1\uff08CSCO\uff09\u7684\u92b7\u552e\u5e74\u5747\u589e\u9577\u7387\u70ba 28%\uff0c\u4f46\u5be6\u969b\u589e\u9577\u70ba 11%\uff1b\u5fae\u8edf\u516c\u53f8\uff08MSFT\uff09\u7684\u5e74\u5747\u589e\u9577\u7387\u70ba 16%\uff0c\u4f46\u5be6\u969b\u589e\u9577\u70ba 10%\uff1b\u800c\u82f1\u7279\u723e\uff08INTC\uff09\u7684\u5e74\u5747\u589e\u9577\u7387\u70ba 17%\uff0c\u4f46\u5be6\u969b\u589e\u9577\u70ba-5%\u3002<\/p>\n<\/blockquote>\n<p>\u73fe\u5728\uff0c\u83ef\u723e\u8857\u5206\u6790\u5e2b\u4f30\u8a08\uff0c\u9019\u4e00\u4eba\u5de5\u667a\u6167\u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\u968e\u6bb5\u5c07\u6301\u7e8c 5 \u5e74\uff0cBofA \u5206\u6790\u5e2b Vivek Arya \u4f30\u8a08\uff1a<\/p>\n<blockquote>\n<p>\u6211\u5011\u8a8d\u70ba\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u7684\u5e02\u5834\u6b63\u8655\u65bc\u53ef\u80fd\u70ba\u671f\u4e09\u5230\u4e94\u5e74\u7684\u90e8\u7f72\u9031\u671f\u7684\u7b2c\u4e8c\u5e74\u3002\u672a\u4f86\u5e7e\u5e74\u5c0d\u786c\u9ad4\u7684\u9700\u6c42\u53ef\u80fd\u6703\u589e\u9577\u4e09\u500d\uff0c\u9054\u5230 3000 \u5104\u3002<\/p>\n<\/blockquote>\n<p>\u56e0\u6b64\uff0c\u6211\u5011\u4ecd\u8655\u65bc\u9019\u4e00\u64f4\u5c55\u7684\u65e9\u671f\u968e\u6bb5\uff0cNvidia \u7684\u92b7\u552e\u548c\u76c8\u5229\u589e\u9577\u7387\u5728\u672a\u4f86\u4e94\u5e74\u5167\u53ef\u80fd\u6703\u4fdd\u6301\u9ad8\u4f4d\uff0c\u9810\u8a08\u6bcf\u80a1\u6536\u76ca\u7684\u9577\u671f\u589e\u9577\u7387\uff083-5 \u5e74\u5e74\u5747\u589e\u9577\u7387\uff09\u70ba 32.70%\u3002<\/p>\n<p>\u4f46\u9019\u662f\u5426\u610f\u5473\u8457\u7576\u6211\u5011\u63a5\u8fd1\u9019\u500b\u4f30\u8a08\u7684\u4e94\u5e74\u90e8\u7f72\u5468\u671f\u7d50\u675f\u6642\uff0c\u4f60\u61c9\u8a72\u51fa\u552e\u4f60\u7684 NVDA \u80a1\u7968\uff1f<\/p>\n<p>\u4e8b\u5be6\u4e0a\uff0c\u6c92\u6709\u4eba\u771f\u6b63\u77e5\u9053\u9019\u500b\u4eba\u5de5\u667a\u6167\u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\u968e\u6bb5\u5c07\u6301\u7e8c\u591a\u4e45\u3002<\/p>\n<p>\u96a8\u8457\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u8d8a\u4f86\u8d8a\u591a\u5730\u5fb9\u5e95\u6539\u8b8a\u6578\u4f4d\u7d93\u6fdf\u7684\u5404\u500b\u65b9\u9762\uff0c\u4e26\u4e14\u51fa\u73fe\u4e86\u4ee5\u524d\u7121\u6cd5\u5be6\u73fe\u7684\u65b0\u578b\u670d\u52d9\uff0c\u8d8a\u4f86\u8d8a\u591a\u7684\u4f01\u696d\u53ef\u80fd\u6703\u5728\u672a\u4f86\u5341\u5e74\u5167\u6c7a\u5b9a\u5efa\u7acb\u81ea\u5df1\u7684\u4eba\u5de5\u667a\u6167\u5de5\u5ee0\uff0c\u9019\u5c07\u4f7f\u5c0d Nvidia \u786c\u9ad4\u7684\u9700\u6c42\u4fdd\u6301\u9ad8\u4f4d\uff0c\u800c\u92b7\u552e\u6536\u5165\/\u5229\u6f64\u589e\u9577\u4e0d\u6703\u51fa\u73fe\u91cd\u5927\u653e\u7de9\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u5373\u4f7f\u6211\u5011\u5728\u5e7e\u5e74\u5f8c\u78ba\u5be6\u76ee\u7779\u786c\u9ad4\u92b7\u552e\u986f\u8457\u653e\u7de9\uff0cNvidia \u4ecd\u6709\u4e00\u500b\u84ec\u52c3\u767c\u5c55\u7684\u8edf\u9ad4\u5e02\u5834\u6a5f\u6703\u53ef\u4ee5\u5229\u7528\uff0c\u5982\u524d\u6240\u8ff0\u3002\u56e0\u6b64\uff0cNVIDIA AI Enterprise \u6536\u5165\u7684\u6301\u7e8c\u589e\u9577\u53ef\u4ee5\u7de9\u885d\u786c\u9ad4\u92b7\u552e\u6536\u5165\u7684\u4efb\u4f55\u4e0b\u964d\u3002<\/p>\n<p>\u4e8b\u5be6\u4e0a\uff0c\u5c07\u5ba2\u6236\u9396\u5b9a\u5728 NVIDIA AI Enterprise \u8edf\u9ad4\u751f\u614b\u7cfb\u7d71\u4e2d\uff0c\u61c9\u8a72\u4e5f\u6703\u4ee5\u9ad8\u983b\u7387\u7684\u66ff\u63db\u9031\u671f\uff08\u5373\u6578\u64da\u4e2d\u5fc3\u7528\u6700\u65b0\u4e00\u4ee3 GPU \u66ff\u63db\u6700\u820a\u4e00\u4ee3\u6676\u7247\uff09\u4f86\u60e0\u53ca\u516c\u53f8\u7684\u786c\u9ad4\u696d\u52d9\u3002<\/p>\n<p>Nvidia \u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u5730\u8f49\u5411\u4e86\u4e00\u5e74\u4e00\u5ea6\u7684\u7bc0\u594f\uff0c\u6bcf\u5e74\u63a8\u51fa\u65b0\u4e00\u4ee3\u7684 GPU\u3002\u5ba2\u6236\u66f4\u63db\u820a\u6676\u7247\u70ba\u65b0 GPU \u7684\u983b\u7387\u4ecd\u6709\u5f85\u89c0\u5bdf\u3002<\/p>\n<p>\u5982\u679c\u5ba2\u6236\u80fd\u5920\u7372\u5f97\u8a79\u68ee\u5728\u4e0a\u6b21\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e2d\u5206\u4eab\u7684\u6295\u8cc7\u56de\u5831\u7387\u6578\u64da\uff0c\u90a3\u9ebc\u5ba2\u6236\u78ba\u5be6\u53ef\u80fd\u6703\u50be\u5411\u65bc\u7e7c\u7e8c\u8cfc\u8cb7\u65b0\u6676\u7247\u4ee5\u4fdd\u6301\u7af6\u722d\u529b\uff1a<\/p>\n<blockquote>\n<p>\u5728 NVIDIA CUDA \u4e0a\u9032\u884c AI \u8a13\u7df4\u548c\u63a8\u7406\u6b63\u5728\u63a8\u52d5\u96f2\u79df\u8cc3\u6536\u5165\u589e\u9577\u7684\u986f\u8457\u52a0\u901f\uff0c\u70ba\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\u7684\u6295\u8cc7\u5e36\u4f86\u5373\u6642\u4e14\u5f37\u52c1\u7684\u56de\u5831\u3002\u6bcf\u82b1\u8cbb 1 \u7f8e\u5143\u5728 NVIDIA AI \u57fa\u790e\u8a2d\u65bd\u4e0a\uff0c\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\u6709\u6a5f\u6703\u5728\u56db\u5e74\u5167\u8cfa\u53d6 5 \u7f8e\u5143\u7684 GPU \u5373\u6642\u6258\u7ba1\u6536\u5165\u3002<\/p>\n<p>\u2026<\/p>\n<p>\u4f7f\u7528\u64c1\u6709 7000 \u5104\u53c3\u6578\u7684 Llama 3\uff0c\u55ae\u500b NVIDIA HGX H200 \u4f3a\u670d\u5668\u6bcf\u79d2\u53ef\u4ee5\u63d0\u4f9b 24,000 \u500b\u6a19\u8a18\uff0c\u652f\u6301\u8d85\u904e 2,400 \u540d\u7528\u6236\u540c\u6642\u4f7f\u7528\u3002\u9019\u610f\u5473\u8457\u5728\u7576\u524d\u6bcf\u500b\u6a19\u8a18\u7684\u50f9\u683c\u4e0b\uff0c\u5c0d\u65bc\u6bcf\u82b1\u8cbb 1 \u7f8e\u5143\u5728 NVIDIA HGX H200 \u4f3a\u670d\u5668\u4e0a\uff0c\u63d0\u4f9b Llama 3 \u6a19\u8a18\u7684 API \u4f9b\u61c9\u5546\u53ef\u4ee5\u5728\u56db\u5e74\u5167\u7522\u751f 7 \u7f8e\u5143\u7684\u6536\u5165\u3002<\/p>\n<\/blockquote>\n<p>\u6839\u64da Nvidia \u81ea\u8eab\u7684\u9577\u671f\u5e74\u5ea6\u5e02\u5834\u6a5f\u6703\u9810\u6e2c\uff0c\u9019\u5bb6\u79d1\u6280\u5de8\u982d\u9810\u8a08\u201c\u6676\u7247\u8207\u7cfb\u7d71\u201d\u7684\u7e3d\u5e02\u5834\u898f\u6a21\u5c07\u9054\u5230\u6bcf\u5e74 3000 \u5104\u7f8e\u5143\u3002\u8acb\u6ce8\u610f\uff0c\u9019\u4e0d\u50c5\u5305\u62ec AI GPU\uff0cNvidia \u4f30\u8a08\u5728\u8a72\u5e02\u5834\u4e2d\u64c1\u6709\u201c70%\u5230 95%\u201d\u7684\u4efd\u984d\uff0c\u9084\u5305\u62ec\u76f8\u9130\u7684\u786c\u9ad4\uff0c\u5982\u7db2\u8def\u8a2d\u5099\uff0c\u5305\u62ec InfiniBand\u3001\u4ee5\u592a\u7db2\u3001\u4ea4\u63db\u6a5f\u548c\u7db2\u8def\u4ecb\u9762\u5361\u3002\u5728\u4e4b\u524d\u7684\u6587\u7ae0\u4e2d\uff0c\u6211\u5011\u8a0e\u8ad6\u4e86 Nvidia \u7684\u7cbe\u660e\u7b56\u7565\uff0c\u5373\u8d8a\u4f86\u8d8a\u591a\u5730\u5c07\u5176 GPU \u4f5c\u70ba\u9810\u5efa HGX \u8d85\u7d1a\u8a08\u7b97\u6a5f\u7684\u4e00\u90e8\u5206\u9032\u884c\u92b7\u552e\uff0c\u9019\u4e9b\u8d85\u7d1a\u8a08\u7b97\u6a5f\u4f7f\u7528 InfiniBand \u548c NVLink \u6280\u8853\u5c07 4 \u6216 8 \u500b AI \u6676\u7247\u96c6\u7fa4\u7d44\u5408\u5728\u4e00\u8d77\uff0c\u4e26\u4e14\u9084\u5305\u62ec NVIDIA AI Enterprise \u8edf\u9ad4\u5c64\u3002\u9019\u7a2e\u65b9\u6cd5\u4f7f Nvidia \u80fd\u5920\u5728\u672a\u4f86\u7684 3000 \u5104\u7f8e\u5143\u201c\u6676\u7247\u8207\u7cfb\u7d71\u201d\u5e02\u5834\uff08\u4ee5\u53ca AI \u8edf\u9ad4\u5e02\u5834\uff09\u4e2d\uff0c\u6700\u4f73\u5730\u6355\u6349\u76e1\u53ef\u80fd\u591a\u7684\u5e02\u5834\u4efd\u984d\uff0c\u62b5\u79a6\u4f86\u81ea\u7db2\u8def\u8a2d\u5099\u88fd\u9020\u5546\u5982 Broadcom \u548c Arista Networks\uff0c\u4ee5\u53ca\u7576\u7136\u9084\u6709\u6676\u7247\u88fd\u9020\u5546\u5982 AMD \u548c Intel \u7684\u7af6\u722d\u3002<\/p>\n<p>\u4f46\u91cd\u9ede\u662f\uff0c\u5982\u679c Nvidia \u5728\u4e0a\u500b\u8ca1\u653f\u5e74\u5ea6\u7684\u6578\u64da\u4e2d\u5fc3\u6536\u5165\u8d85\u904e 470 \u5104\u7f8e\u5143\uff08\u5305\u62ec\u4e00\u4e9b\u8edf\u4ef6\u6536\u5165\uff09\uff0c\u800c\u8a72\u516c\u53f8\u9810\u671f\u201c\u6676\u7247\u8207\u7cfb\u7d71\u201d\u7684\u7e3d\u5e02\u5834\u6a5f\u6703\u5c07\u6bcf\u5e74\u589e\u9577\u81f3 3000 \u5104\u7f8e\u5143\uff08\u5176\u4e2d\u5b83\u53ef\u80fd\u6703\u4f54\u64da\u4e3b\u5c0e\u5e02\u5834\u4efd\u984d\uff09\uff0c\u90a3\u9ebc\u9019\u5bb6\u79d1\u6280\u5de8\u982d\u78ba\u5be6\u4ecd\u7136\u64c1\u6709\u500d\u589e\u7684\u6536\u5165\u589e\u9577\u6f5b\u529b\u3002Nvidia \u7684\u9ad8\u5c64\u986f\u7136\u9810\u671f\u6703\u6709\u66f4\u591a\u6578\u64da\u4e2d\u5fc3\u5efa\u8a2d\uff0c\u800c\u5982\u679c\u7e3d\u5e02\u5834\u6a5f\u6703\u9810\u671f\u70ba\u6bcf\u5e74 3000 \u5104\u7f8e\u5143\uff0c\u6676\u7247\/\u786c\u4ef6\u5347\u7d1a\u5468\u671f\u4e5f\u53ef\u80fd\u6703\u6d89\u53ca\u6bcf\u5e74\u5927\u91cf\u8a02\u55ae\u3002<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>Nvidia \u725b\u5e02\u60c5\u5883\u7684\u98a8\u96aa**<\/p>\n<p>Nvidia \u6700\u5927\u7684\u5ba2\u6236\u6b63\u5728\u8a2d\u8a08\u4ed6\u5011\u81ea\u5df1\u7684\u6676\u7247\uff1a\u7a7a\u982d\u7684\u4e00\u500b\u71b1\u9580\u8ad6\u9ede\u662f\uff0c\u9019\u5bb6\u79d1\u6280\u5de8\u982d\u7684\u6700\u5927\u5ba2\u6236\u4e5f\u5728\u8a2d\u8a08\u4ed6\u5011\u81ea\u5df1\u7684\u6676\u7247\uff0c\u5176\u4e2d\u5305\u62ec\u4e3b\u8981\u7684\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\uff08\u5fae\u8edf Azure\u3001\u4e9e\u99ac\u905c AWS \u548c\u8c37\u6b4c\u96f2\u7aef\uff09\uff0c\u4ee5\u53ca\u6d88\u8cbb\u8005\u4e92\u806f\u7db2\u5de8\u982d Meta Platforms\u3002<\/p>\n<p>\u4e8b\u5be6\u4e0a\uff0c\u745e\u9280\u6700\u8fd1\u9032\u884c\u7684\u4e00\u9805\u4f01\u696d\u8abf\u67e5\u986f\u793a\uff1a<\/p>\n<blockquote>\n<p>\u8fd1 70%\u7684\u53d7\u8a2a\u8005\u8868\u793a\u4ed6\u5011\u6b63\u5728\u4f7f\u7528\u67d0\u7a2e Nvidia \u786c\u9ad4\u4f5c\u70baLLM\u8a13\u7df4\u5e73\u53f0\u3002\u53e6\u6709 21%\u8868\u793a\u4ed6\u5011\u6b63\u5728\u4f7f\u7528 AWS Trainium\uff0c4%\u5247\u4f7f\u7528 Intel\uff08INTC\uff09\u7684 Gaudi\u3002<\/p>\n<\/blockquote>\n<p>Nvidia \u4ecd\u7136\u5728 AI \u6676\u7247\u9818\u57df\u4fdd\u6301\u4e3b\u5c0e\u5730\u4f4d\uff0c\u4f46\u4e9e\u99ac\u905c\u7684 AWS \u80fd\u5920\u6210\u529f\u9f13\u52f5\u8d8a\u4f86\u8d8a\u591a\u7684\u96f2\u7aef\u5ba2\u6236\u4f7f\u7528\u5176\u81ea\u5bb6\u6676\u7247\u9032\u884c\u8a13\u7df4\/\u63a8\u65b7\uff0c\u9019\u4e00\u4e8b\u5be6\u7121\u7591\u503c\u5f97\u6ce8\u610f\u3002<\/p>\n<p>\u7136\u800c\uff0c\u9019\u7a2e\u4e0d\u8cfc\u8cb7 NVDA \u80a1\u7968\u7684\u770b\u8dcc\u8ad6\u9ede\u56e0\u5e7e\u500b\u539f\u56e0\u800c\u8b8a\u5f97\u8d8a\u4f86\u8d8a\u8584\u5f31\u3002<\/p>\n<p>\u9996\u5148\uff0c\u6b63\u5982\u9996\u5e2d\u8ca1\u52d9\u5b98\u79d1\u840a\u7279\u00b7\u514b\u96f7\u65af\u5728\u4e0a\u6b21\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e2d\u5f37\u8abf\u7684\uff08\u5f37\u8abf\u90e8\u5206\u5df2\u52a0\u7c97\uff09\uff1a<\/p>\n<blockquote>\n<p>\u5f37\u52c1\u7684\u6578\u64da\u4e2d\u5fc3\u9023\u7e8c\u589e\u9577\u662f\u7531\u6240\u6709\u5ba2\u6236\u985e\u578b\u63a8\u52d5\u7684\uff0c\u4e3b\u8981\u7531\u4f01\u696d\u548c\u6d88\u8cbb\u8005\u4e92\u806f\u7db2\u516c\u53f8\u4e3b\u5c0e\u3002\u5927\u578b\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\u6301\u7e8c\u63a8\u52d5\u5f37\u52c1\u589e\u9577\uff0c\u56e0\u70ba\u4ed6\u5011\u5728\u5927\u898f\u6a21\u90e8\u7f72\u548c\u64f4\u5c55 NVIDIA AI \u57fa\u790e\u8a2d\u65bd\uff0c\u4e26\u4f54\u6211\u5011\u6578\u64da\u4e2d\u5fc3\u6536\u5165\u7684\u4e2d 40%\u7bc4\u570d\u3002<\/p>\n<\/blockquote>\n<p>\u5118\u7ba1 CSP \u4ecd\u7136\u4f54\u64da Nvidia \u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u7684\u8fd1\u4e00\u534a\uff0c\u4f46\u9019\u4e00\u7d30\u5206\u5e02\u5834\u7684\u96c6\u4e2d\u98a8\u96aa\u6b63\u5728\u6e1b\u5f31\uff0c\u56e0\u70ba\u5c0d Nvidia GPU \u7684\u9700\u6c42\u6b63\u5728\u64f4\u5c55\u5230\u5176\u4ed6\u5ba2\u6236\u7fa4\u9ad4\u3002<\/p>\n<p>\u5118\u7ba1\u5982\u6b64\uff0c\u9996\u5e2d\u8ca1\u52d9\u5b98\u9084\u5f37\u8abf\uff0c\u4e3b\u8981\u7684\u201c\u4f01\u696d\u201d\u548c\u201c\u6d88\u8cbb\u8005\u4e92\u806f\u7db2\u516c\u53f8\u201d\u6536\u5165\u5206\u5225\u4f86\u81ea\u7279\u65af\u62c9\uff08TSLA\uff09\u548c Meta Platforms\uff08META\uff09\u7684\u4e8b\u5be6\uff1a<\/p>\n<blockquote>\n<p>\u4f01\u696d\u5728\u672c\u5b63\u5ea6\u63a8\u52d5\u4e86\u6578\u64da\u4e2d\u5fc3\u7684\u5f37\u52c1\u74b0\u6bd4\u589e\u9577\u3002\u6211\u5011\u652f\u6301\u7279\u65af\u62c9\u5c07\u5176\u8a13\u7df4 AI \u96c6\u7fa4\u64f4\u5c55\u81f3 35,000 \u500b H100 GPU\u3002<\/p>\n<p>\u2026<\/p>\n<p>\u6d88\u8cbb\u8005\u4e92\u806f\u7db2\u516c\u53f8\u4e5f\u662f\u4e00\u500b\u5f37\u52c1\u589e\u9577\u7684\u5782\u76f4\u9818\u57df\u3002\u672c\u5b63\u5ea6\u7684\u4e00\u500b\u91cd\u8981\u4eae\u9ede\u662f Meta \u5ba3\u5e03\u4e86 Llama 3\uff0c\u4ed6\u5011\u6700\u65b0\u7684\u5927\u578b\u8a9e\u8a00\u6a21\u578b\uff0c\u8a72\u6a21\u578b\u662f\u5728 24,000 \u500b H100 GPU \u7684\u96c6\u7fa4\u4e0a\u8a13\u7df4\u7684\u3002<\/p>\n<\/blockquote>\n<p>\u5118\u7ba1\u5982\u6b64\uff0cNvidia \u7684 GPU \u5ba2\u6236\u57fa\u790e\u61c9\u8a72\u6703\u6301\u7e8c\u591a\u6a23\u5316\u548c\u64f4\u5927\u3002\u6b63\u5982\u6211\u5011\u4e4b\u524d\u6df1\u5165\u8a0e\u8ad6\u7684\uff0c\u4f01\u696d\u5c0d\u6578\u64da\u96b1\u79c1\/\u5b89\u5168\u7684\u9700\u6c42\u53ef\u80fd\u6703\u963b\u7919\u5b83\u5011\u8f49\u5411\u96f2\u5e73\u53f0\uff0c\u4e26\u4fc3\u4f7f\u5b83\u5011\u9078\u64c7\u7559\u5728\u672c\u5730\u3002\u9019\u61c9\u8a72\u70ba Nvidia \u5728\u4f01\u696d\u9818\u57df\u5275\u9020\u5de8\u5927\u7684\u92b7\u552e\u589e\u9577\u6a5f\u6703\uff0c\u56e0\u70ba\u516c\u53f8\u6c7a\u5b9a\u5efa\u7acb AI \u5de5\u5ee0\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u5118\u7ba1\u7a7a\u982d\u8a8d\u70ba\uff0c\u7531\u65bc\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\uff08CSP\uff09\u8a2d\u8a08\u81ea\u5df1\u7684\u6676\u7247\uff0cNvidia \u672a\u4f86\u7684\u92b7\u552e\u589e\u9577\u53ef\u80fd\u9762\u81e8\u91cd\u5927\u653e\u7de9\u7684\u98a8\u96aa\uff0c\u4f46\u5be6\u969b\u60c5\u6cc1\u53ef\u80fd\u6b63\u597d\u76f8\u53cd\uff0c\u5373\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u5546\u7684\u672a\u4f86\u92b7\u552e\u589e\u9577\u53ef\u80fd\u6703\u56e0 Nvidia \u70ba\u8d8a\u4f86\u8d8a\u591a\u7684\u4f01\u696d\u5efa\u7acb\u672c\u5730 AI \u5de5\u5ee0\u800c\u53d7\u5230\u524a\u5f31\uff0c\u5f9e\u800c\u6e1b\u5c11\u4ed6\u5011\u70ba\u4e86\u5229\u7528\u751f\u6210\u5f0f AI \u800c\u9077\u79fb\u5230\u96f2\u7aef\u7684\u9700\u6c42\u3002<\/p>\n<p>\u6295\u6a5f\u884c\u70ba\u53ef\u80fd\u52a0\u5287\u80a1\u7968\u6ce2\u52d5\u6027\uff1a\u8d8a\u4f86\u8d8a\u591a\u7684\u5e02\u5834\u53c3\u8207\u8005\uff0c\u7279\u5225\u662f\u5728\u96f6\u552e\u65b9\u9762\uff0c\u6b63\u5728\u5c0b\u6c42\u901a\u904e\u69d3\u687f ETF \u7372\u5f97\u5c0d NVDA \u7684\u69d3\u687f\u655e\u53e3\u3002\u9019\u5305\u62ec Direxion \u6bcf\u65e5\u534a\u5c0e\u9ad4\u725b\u5e02 3 \u500d\u80a1\u4efd ETF\uff08SOXL\uff09\u548c GraniteShares 2 \u500d\u9577\u671f NVDA \u6bcf\u65e5 ETF\uff08NVDL\uff09\uff0c\u5176\u7ba1\u7406\u8cc7\u7522\u5206\u5225\u589e\u9577\u81f3 120 \u5104\u7f8e\u5143\u548c 50 \u5104\u7f8e\u5143\u3002\u96d6\u7136\u9019\u4e9b\u6295\u8cc7\u5de5\u5177\u5728\u4e0a\u884c\u6642\u53ef\u4ee5\u5e36\u4f86\u53ef\u89c0\u7684\u56de\u5831\uff0c\u4f46 NVDA \u80a1\u7968\u7684\u4efb\u4f55\u77ed\u671f\u56de\u8abf\u4e5f\u6703\u653e\u5927\u4e0b\u884c\u7684\u640d\u5931\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u50c5\u50c5\u5c0b\u6c42\u5229\u7528\u4eba\u5de5\u667a\u6167\u71b1\u6f6e\u4ee5\u7372\u53d6\u5feb\u901f\u56de\u5831\u7684\u5f31\u52e2\u6295\u8cc7\u8005\uff0c\u5f88\u53ef\u80fd\u6703\u5728\u725b\u5e02\u5373\u5c07\u7d50\u675f\u7684\u5fae\u5f31\u8de1\u8c61\u51fa\u73fe\u6642\uff0c\u7b2c\u4e00\u500b\u62cb\u552e\u69d3\u687f ETF \u548c NVDA \u80a1\u7968\u3002\u9019\u53ef\u80fd\u6703\u52a0\u5287\u80a1\u7968\u7684\u56de\u8abf\uff0c\u4f46\u4e5f\u6703\u70ba\u5168\u9762\u4e86\u89e3\u672a\u4f86\u589e\u9577\u6a5f\u6703\u7684\u9577\u671f\u6295\u8cc7\u8005\u5275\u9020\u65b0\u7684\u8cb7\u5165\u6a5f\u6703\u3002<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>\u82f1\u5049\u9054\u7684\u8ca1\u52d9\u8868\u73fe\u8207\u4f30\u503c**<\/p>\n<p>Nvidia \u5728\u904e\u53bb\u4e00\u5e74\u4e2d\uff0c\u5176\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u6301\u7e8c\u4ea4\u51fa\u5353\u8d8a\u7684\u589e\u9577\u7387\uff0c\u4e0a\u500b\u5b63\u5ea6\u589e\u9577\u4e86 427%\u3002\u96a8\u8457\u9700\u6c42\u8d85\u8d8a\u96f2\u670d\u52d9\u63d0\u4f9b\u5546\uff0c\u9019\u4e00\u589e\u9577\u52e2\u982d\u4f3c\u4e4e\u6c92\u6709\u653e\u7de9\u7684\u8de1\u8c61\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/8\/49821292-17204345313118649_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/dGBV9pM.png\" alt=\"Nvidia year-over-year revenue growth\" \/><\/a><\/p>\n<p>Nexus\uff0c\u4f86\u81ea\u516c\u53f8\u7533\u5831\u7684\u6578\u64da\u5f59\u7de8<\/p>\n<p>\u6b64\u5916\uff0c\u5728\u904e\u53bb\u5e7e\u500b\u5b63\u5ea6\u4e2d\uff0c\u61f7\u7591\u8005\u4e00\u76f4\u5728\u722d\u8faf\uff0c\u50cf AMD \u548c Intel \u9019\u6a23\u7684\u7af6\u722d\u5c0d\u624b\u53ef\u80fd\u6703\u8ffd\u4e0a Nvidia\uff0c\u4e26\u524a\u5f31\u9019\u5bb6\u79d1\u6280\u5de8\u982d\u7684\u589e\u9577\u7387\u548c\u5b9a\u50f9\u80fd\u529b\u3002\u7136\u800c\uff0c\u6c92\u6709\u4efb\u4f55\u7af6\u722d\u5c0d\u624b\u80fd\u5920\u63a8\u51fa\u8207 Nvidia \u7684 GPU\/AI \u5e73\u53f0\u6027\u80fd\u76f8\u5339\u914d\u7684\u6280\u8853\uff0c\u4f7f\u5f97\u9996\u5e2d\u57f7\u884c\u5b98\u9ec3\u4ec1\u52f3\u80fd\u5920\u70ba\u5176\u4e0b\u4e00\u4ee3\u6676\u7247\u4fdd\u6301\u6975\u5f37\u7684\u5b9a\u50f9\u80fd\u529b\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u9ad8\u589e\u9577\u7684\u71df\u6536\u589e\u9577\u7387\u6301\u7e8c\u6d41\u5411\u5e95\u7dda\uff0c\u7a00\u91cb\u6bcf\u80a1\u76c8\u9918\u5728\u904e\u53bb\u4e00\u5e74\u589e\u9577\u4e86 803%\uff0c\u540c\u6642\u64c1\u6709 57%\u7684\u6de8\u5229\u6f64\u7387\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/7\/8\/49821292-17204345314347203_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/Zy9dZgY.png\" alt=\"Nvidia net profit margin\" \/><\/a><\/p>\n<p>Nexus\uff0c\u4f86\u81ea\u516c\u53f8\u7533\u5831\u7684\u6578\u64da\u5f59\u7de8<\/p>\n<p>Nvidia \u4ecd\u7136\u8655\u65bc\u5f37\u52e2\u5730\u4f4d\uff0c\u80fd\u5920\u7dad\u6301\u5176\u4e0b\u4e00\u4ee3 Blackwell \u5e73\u53f0\u7684\u5f37\u5927\u5b9a\u50f9\u80fd\u529b\uff0c\u8a72\u5e73\u53f0\u5c07\u65bc\u4eca\u5e74\u958b\u59cb\u51fa\u8ca8\uff0cJefferies \u7684\u5206\u6790\u5e2b\u78ba\u8a8d\u201c\u884c\u696d\u6aa2\u67e5\u986f\u793a\u9032\u4e00\u6b65\u4e0a\u884c\u7684\u6f5b\u529b\uff0c\u96a8\u8457 Blackwell \u7684\u589e\u9577\uff0cFY26 \u7684\u8868\u73fe\u5c07\u52a0\u901f\u3002\u201d<\/p>\n<p>\u96a8\u8457 Nvidia \u9810\u8a08\u5c07\u5176\u65b0\u7248\u672c GPU \u7684\u50f9\u683c\u63d0\u9ad8\u7d04 40%\u76f8\u8f03\u65bc\u524d\u4e00\u4ee3\uff0c\u4e26\u901a\u904e NVIDIA AI Enterprise\uff08\u5982\u524d\u6240\u8ff0\uff09\u5be6\u73fe\u9ad8\u5229\u6f64\u7387\u7684\u8edf\u9ad4\u6536\u5165\u589e\u9577\uff0c\u8a72\u516c\u53f8\u7684\u71df\u6536\u548c\u6de8\u5229\u589e\u9577\u7387\u4e0d\u592a\u53ef\u80fd\u5728\u77ed\u671f\u5167\u653e\u7de9\u3002<\/p>\n<p>\u9019\u986f\u7136\u5c07\u662f\u4e00\u500b\u9577\u671f\u589e\u9577\u7684\u6545\u4e8b\uff0c\u56e0\u70ba Nvidia \u5728\u8d85\u8d8a\u50c5\u50c5\u662f GPU \u7684 AI \u6642\u4ee3\u4e2d\u8655\u65bc\u4e3b\u5c0e\u5730\u4f4d\u3002\u5118\u7ba1\u4ee4\u4eba\u9a5a\u8a1d\u7684\u662f\uff0cNvidia \u80a1\u7968\u7684\u4f30\u503c\u4ecd\u7136\u76f8\u5c0d\u5408\u7406\uff0c\u4f4e\u65bc 47 \u500d\u7684\u9810\u671f\u6536\u76ca\uff0c\u9019\u5927\u81f4\u8207\u5176 5 \u5e74\u5e73\u5747\u6c34\u5e73\u76f8\u7b26\u3002<\/p>\n<p>\u5e02\u5834\u53c3\u8207\u8005\u559c\u6b61\u5c07 Nvidia \u7684\u8868\u73fe\u8207\u7db2\u8def\u6ce1\u6cab\u6642\u671f\u7684 Cisco Systems \u9032\u884c\u6bd4\u8f03\u3002\u7136\u800c\uff0c\u8003\u616e\u5230 NVDA \u7684\u4f30\u503c\u4ecd\u7136\u5408\u7406\uff0c\u70ba 47 \u500d\u7684\u9810\u671f\u6536\u76ca\uff0c\u7576\u524d\u7684\u80a1\u7968\u8cb7\u5bb6\u5e7e\u4e4e\u6c92\u6709\u4ec0\u9ebc\u597d\u7336\u8c6b\u7684\u3002\u4f5c\u70ba\u53c3\u8003\uff0cCisco \u5728\u7db2\u8def\u6ce1\u6cab\u5d29\u6f70\u524d\u7684\u9ad8\u5cf0\u671f\u4f30\u503c\u70ba 196 \u500d\u7684\u9810\u671f\u6536\u76ca\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u7576\u6211\u5011\u6839\u64da\u9810\u671f\u7684\u672a\u4f86\u6bcf\u80a1\u76c8\u9918\u589e\u9577\u7387\u8abf\u6574\u524d\u77bb\u5e02\u76c8\u7387\uff0c\u4ee5\u78ba\u5b9a\u8a72\u80a1\u7968\u7684\u524d\u77bb\u50f9\u683c\u6536\u76ca\u589e\u9577 [PEG] \u500d\u6578\u6642\uff0c\u8a72\u80a1\u7968\u7684 PEG \u500d\u6578\u70ba 1.42\uff0c\u986f\u793a\u51fa\u5176\u5438\u5f15\u4eba\u7684\u4fbf\u5b9c\uff0c\u9060\u4f4e\u65bc\u5176 5 \u5e74\u5e73\u5747\u524d\u77bb PEG \u500d\u6578 2.13\u3002<\/p>\n<p>\u5982\u524d\u6240\u8ff0\uff0c\u96a8\u8457\u672a\u4f86 Nvidia \u7684\u6536\u5165\u4e2d\u8d8a\u4f86\u8d8a\u5927\u6bd4\u4f8b\u5c07\u7531\u7d93\u5e38\u6027\u8edf\u9ad4\u6536\u5165\u7d44\u6210\uff0c\u9019\u4e5f\u61c9\u8a72\u6709\u52a9\u65bc\u786c\u9ad4\u5347\u7d1a\u9031\u671f\u3002\u56e0\u6b64\uff0c\u96a8\u8457\u5e02\u5834\u8a8d\u70ba Nvidia \u6b63\u5728\u5f9e\u4e00\u500b\u9031\u671f\u6027\u80a1\u7968\u8f49\u8b8a\u70ba\u4e00\u500b\u9577\u671f\u589e\u9577\u80a1\u7968\uff0cNVDA \u5728\u9577\u671f\u5167\u80af\u5b9a\u80fd\u5920\u7dad\u6301\u8d85\u904e 2 \u7684\u524d\u77bb PEG \u6bd4\u7387\u3002<\/p>\n<p>Nvidia \u61c9\u8a72\u4ee5\u63a5\u8fd1\u5176 5 \u5e74\u5e73\u5747\u524d\u77bb PEG \u500d\u6578 2.13 \u7684\u50f9\u683c\u4ea4\u6613\uff0c\u8003\u616e\u5230\u516c\u53f8\u7684\u589e\u9577\u6f5b\u529b\u3002\u9019\u5c07\u610f\u5473\u8457\u5f9e\u9019\u88e1\u6709 50% \u7684\u4e0a\u6f32\u6f5b\u529b\u3002\u56e0\u6b64\uff0c\u8a72\u80a1\u7968\u76ee\u524d\u81f3\u5c11\u61c9\u8a72\u503c 190 \u7f8e\u5143\u3002<\/p>\n<p>\u5118\u7ba1\u8acb\u8a18\u4f4f\uff0c\u96d6\u7136\u4eca\u5929 Nvidia \u7684\u4f30\u503c\u662f\u5408\u7406\u7684\uff0c\u4f46\u5982\u679c\u8a72\u80a1\u56e0\u6975\u5ea6\u6295\u6a5f\u884c\u70ba\uff08\u4f8b\u5982\uff0c\u901a\u904e\u524d\u9762\u98a8\u96aa\u90e8\u5206\u63d0\u5230\u7684\u69d3\u687f ETF\uff09\u800c\u6500\u5347\u81f3\u4e0d\u53ef\u6301\u7e8c\u7684\u9ad8\u4f30\u503c\u500d\u6578\uff0c\u90a3\u9ebc\u5118\u7ba1\u9810\u671f\u5728\u672a\u4f86\u5341\u5e74\u5167 AI \u589e\u9577\u6545\u4e8b\u5c07\u5c55\u958b\uff0c\u8a72\u80a1\u53ef\u80fd\u4ecd\u7136\u4e0d\u6703\u662f\u4e00\u500b\u597d\u7684\u6295\u8cc7\u3002<\/p>\n<p>\u5118\u7ba1\u5982\u6b64\uff0c\u76ee\u524d NVDA \u76f8\u5c0d\u65bc\u5176\u589e\u9577\u6545\u4e8b\u4ecd\u7136\u5177\u6709\u5438\u5f15\u529b\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u6210\u70ba\u503c\u5f97\u8cfc\u8cb7\u7684\u80a1\u7968\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia \u7684\u80a1\u50f9\u8868\u73fe\u4eae\u773c\uff0c\u4f46\u5206\u6790&hellip;","protected":false},"author":1,"featured_media":5006,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"csco_display_header_overlay":false,"csco_singular_sidebar":"","csco_page_header_type":"","footnotes":""},"categories":[532],"tags":[536],"ppma_author":[533],"class_list":{"0":"post-7242","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investment","8":"tag-nvidia","9":"cs-entry"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Nvidia\uff1a\u80a1\u50f9\u9084\u80fd\u6f32\u591a\u5c11\uff1f - Tenten Blog<\/title>\n<meta name=\"description\" content=\"Nvidia \u7684\u80a1\u50f9\u8868\u73fe\u4eae\u773c\uff0c\u4f46\u5206\u6790\u5e2b\u8a8d\u70ba\u4ecd\u6709\u5de8\u5927\u4e0a\u6f32\u7a7a\u9593\u3002\u6df1\u5165\u89e3\u6790 Nvidia \u7684\u6210\u9577\u524d\u666f\u3002 \u6458\u8981 \u8a31\u591a\u5206\u6790\u5e2b\u6025\u65bc\u5ba3\u7a31\u82f1\u5049\u9054\u516c\u53f8\u80a1\u7968\u5df2\u9054\u5230\u9ad8\u5cf0\uff0c\u81ea 2023 \u5e74\u6625\u5b63\u4ee5\u4f86\uff0c\u80a1\u50f9\u5df2\u589e\u9577\u4e86 4 \u500d\u3002 \u5be6\u969b\u4e0a\uff0c\u4e00\u65e6\u6211\u5011\u5168\u9762\u7406\u89e3 Nvidia \u5982\u4f55\u5de7\u5999\u5730\u7b56\u5283\u548c\u898f\u5283\u516c\u53f8\u5728 AI\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/tenten.co\/blog\/investment\/nvidia-stock-how-high-will-last\/\" \/>\n<meta property=\"og:locale\" content=\"zh_TW\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Nvidia\uff1a\u80a1\u50f9\u9084\u80fd\u6f32\u591a\u5c11\uff1f - Tenten Blog\" \/>\n<meta property=\"og:description\" content=\"Nvidia \u7684\u80a1\u50f9\u8868\u73fe\u4eae\u773c\uff0c\u4f46\u5206\u6790\u5e2b\u8a8d\u70ba\u4ecd\u6709\u5de8\u5927\u4e0a\u6f32\u7a7a\u9593\u3002\u6df1\u5165\u89e3\u6790 Nvidia \u7684\u6210\u9577\u524d\u666f\u3002 \u6458\u8981 \u8a31\u591a\u5206\u6790\u5e2b\u6025\u65bc\u5ba3\u7a31\u82f1\u5049\u9054\u516c\u53f8\u80a1\u7968\u5df2\u9054\u5230\u9ad8\u5cf0\uff0c\u81ea 2023 \u5e74\u6625\u5b63\u4ee5\u4f86\uff0c\u80a1\u50f9\u5df2\u589e\u9577\u4e86 4 \u500d\u3002 \u5be6\u969b\u4e0a\uff0c\u4e00\u65e6\u6211\u5011\u5168\u9762\u7406\u89e3 Nvidia \u5982\u4f55\u5de7\u5999\u5730\u7b56\u5283\u548c\u898f\u5283\u516c\u53f8\u5728 AI\" \/>\n<meta property=\"og:url\" content=\"https:\/\/tenten.co\/blog\/investment\/nvidia-stock-how-high-will-last\/\" \/>\n<meta property=\"og:site_name\" content=\"Tenten Blog\" \/>\n<meta property=\"article:publisher\" 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