英伟达如何超越微软和苹果成为全球最有价值公司?

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卡卡西里 2024-6-25 17:00:02 | 显示全部楼层 |阅读模式
Nvidia(英伟达)在创纪录的时间内跃升为价值 3 万亿美元的公司。这家芯片公司生产的高端计算机芯片为 ChatGPT 等人工智能工具和尖端数据中心提供了动力,而越来越多的公司需要访问这些数据中心。但现在,AMD 和英特尔等竞争对手正试图迎头赶上。它们能从英伟达手中抢走市场份额吗?

英伟达如何超越微软和苹果成为全球最有价值公司?

英伟达如何超越微软和苹果成为全球最有价值公司?

Scottjuarez
4天前
The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 100% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

目前市场的主要焦点是英伟达(Nvidia),该公司在标准普尔 500 指数近期的盈利中占了很大比重。Nvidia 的股价今年上涨了 100%,周一在纽约上涨了 2.5%,使纳斯达克 100 指数再创新高。我仍在为我 35 万美元的投资组合寻找新的公司,以提高业绩。这里有一些想法...


ScottLarrry
5天前
Did you all see the new release of NVIDIA's stock earnings? The results are incredible, and their stock is surging.

大家都看到英伟达(NVIDIA)发布的最新财报了吗?他们的业绩令人难以置信,股价也一路飙升。


Joshuacol
5天前
It’s not the most valuable stock in the world. It’s the most valuable COMPANY in the US stock market, if you don’t understand the difference don’t invest a dime. The last statement of this video says EVERYTHING an actual investment firm needs to hear.

这不是世界上最有价值的股票。它是美国股市最有价值的公司,如果你不明白其中的区别,就不要投资一分钱。这段视频的最后一句话道出了一个真正的投资公司需要听到的一切。


Their products are not made for mass consumption, and the sales of their products compared to other trillion dollar companies are LAUGHABLE. Investors are interested in a chip that they have not yet released, and that contains technology that their company has not previously produced or developed.

他们的产品不是为大众消费而制造的,他们的产品销量与其他价值万亿美元的公司相比简直可笑。投资者感兴趣的是他们尚未发布的芯片,其中包含的技术是他们公司以前从未生产或开发过的。


The fact that they split their stock by 10 a week ago should not be exciting to their shareholders, it should be terrifying. A company that is not selling a large quantity of anything, except ideas and promises, should not need such a large cash in flow. I would not invest a fraction of a cent into this company.

他们一周前将股票拆分 10 次的事实不应该让股东感到兴奋,而应该让他们感到恐惧。一家除了想法和承诺之外不大量销售任何东西的公司,不应该需要如此庞大的现金流。我不会向这家公司投资一分钱。


Greekbarrios
5天前
Founded by a TAIWANESE American

由一位台湾裔美国人创办!


TheHersonCastillo
5天前
Fun Fact [at least according to ChatGPT]: "Yes, the CEOs of AMD and NVIDIA are indeed cousins. Lisa Su, the CEO of AMD, and Jen-Hsun (Jensen) Huang, the CEO of NVIDIA, are related. Lisa Su confirmed this in an interview where she mentioned that Jensen Huang is her cousin. Both have roots in Taiwan and have become prominent figures in the semiconductor industry."

有趣的事实 [至少 ChatGPT 是这么说的]: "是的,AMD 和 NVIDIA 的首席执行官的确是表兄弟。AMD 首席执行官苏丽莎和英伟达首席执行官黄仁勋(Jensen)是亲戚。苏丽莎在一次采访中证实了这一点,她提到黄仁勋是她的堂兄。两人都祖籍台湾,并已成为半导体行业的杰出人物"。


MrHaydenhoang
5天前
First cousin one removed. In asia, they are extremely close.

直系表亲。在亚洲,他们的关系非常密切。


Krynale
5天前
These valuations are getting ridiculous...

这些估值越来越离谱了...


Thundrwaffle
5天前
Nope My brother works at nvidia, they're miles ahead of intel and AMD, theres a reason why over 80% of GPU's and AI hardware use Nvidia, put your money where your mouth is and  short the stock if you actually think its ridiculous. Every almost every PC data center, research lab etc in the world uses Nvidia hardware . CUDA is amazing

不,我兄弟在英伟达工作,他们比英特尔和AMD遥遥领先,超过80%的GPU和人工智能硬件使用英伟达是有原因的,如果你真的认为这很荒谬,把你的钱放在你说的地方,做空股票。世界上几乎所有的个人电脑数据中心、研究实验室等都在使用英伟达的硬件。


Hermann
5天前
NVIDIA has a large lead on AMD for AI. AMD hasn’t even released AI for consumer gaming yet. NVIDIA is already using its third iteration of DLSS for a while. NVIDIA AI compute products are expensive but they can replace many older systems and reduce energy cost substantially.  

英伟达在人工智能方面领先 AMD 很远。AMD 甚至还没有发布针对消费级游戏的人工智能。英伟达已经使用其第三次迭代的 DLSS 有一段时间了。英伟达人工智能计算产品虽然价格昂贵,但可以取代许多旧系统,大幅降低能源成本。


Or if you are creating new data centers and need AI compute. The latest NVIDIA AI compute products and services take up much less space. As much as AMD has stollen market share from Intel in the custom PC market. Intel still dominates the PC Laptop market.

或者,如果你正在创建新的数据中心,需要人工智能计算。最新的英伟达™(NVIDIA®)人工智能计算产品和服务所占用的空间要小得多。尽管 AMD 在定制 PC 市场上的市场份额已经从英特尔手中夺走。但英特尔仍在 PC 笔记本电脑市场占据主导地位。


Intel’s biggest competitor in PC laptop market will be Qualcomm. ARM based CPUs are just way more power efficient than x86. Intel’s future is becoming an alternative to TSMC once their new Arizona FAB comes online. NVIDIA, Apple, Google, and AMD would be nothing without TSMC making their chips.

英特尔在 PC 笔记本电脑市场的最大竞争对手将是高通公司。基于 ARM 的 CPU 比 x86 更省电。英特尔的未来是成为台积电的替代者,一旦他们新的亚利桑那 FAB 上线。如果没有台积电制造芯片,英伟达、苹果、谷歌和 AMD 将一事无成。


Mr.Coffee
5天前
Well, if you want to argue the company at the core is king TSMC would be nothing without ASML. Which making the lithography machines for TSMC to buy to then run their fabrication, so ASML is the true king. However, take this further now ASML has 5000 suppliers for them to build just one lithography machine, so they aren’t the king the collective of their suppliers are.

好吧,如果你想说核心公司才是王者,那么没有 ASML,台积电将一事无成。ASML 为台积电制造光刻机,台积电购买光刻机后再进行制造,因此 ASML 才是真正的王者。然而,现在再进一步看,ASML 有 5000 家供应商,他们只需制造一台光刻机,所以他们并不是供应商集体的王者。


But if Nvidia and the rest weren’t here to design the semiconductor.There would be no need to then have a TSMC which essentially just prints for them using machines they bought from ASML which they just assembled from parts they ordered from 5000 different companies.The designers are the core not the people you hire to make the product for you.

但是,如果没有 Nvidia 和其他公司来设计半导体。台积电就没有必要使用从 ASML 购买的机器为他们打印,而 ASML 只是将他们从 5000 家不同公司订购的零件组装起来。设计师才是核心,而不是你雇来为你制造产品的人。


Beyondhoriz
5天前
Happy to see asian CEO/ co- founder making big

很高兴看到亚洲CEO/联合创始人做大!


Philipwong
5天前
I think we know for a fact that if he wasn't the founder he wouldn't be the CEO. Proud of him though.

我想我们都知道,如果他不是创始人,就不会成为首席执行官。不过,我还是为他感到骄傲。


TheVVildHunt
5天前
Wasn’t there like 2 or 3 other white guys thats founded the company as well? lol ya lets just give recognition to the asian guy.

是不是还有两三个白人也创立了这家公司?哈哈,让我们承认这个亚洲人吧!


RadelynFigueroa
3天前
You should be really happy to know that the world is filled with rich and successful Asians.

知道世界上到处都是富有而成功的亚洲人,你应该感到非常高兴。


Philipwong
3天前
money in itself doesn’t amount to much. Influence is much more important, who’s richer than the house of Saud? Nobody. But are they major players in the role of geopolitics? They have influence for sure but they can’t throw their weight around the same way US/ Russia/ China can.

金钱本身并不意味着什么。影响力更重要,谁比沙特王室更富有?没有人。但它们是地缘政治角色的主要参与者吗?他们当然有影响力,但他们无法像美国、俄罗斯和中国那样大权独揽。


Mikebostic
4天前
Now its worth more than Microsoft and apple. This is unbelievable. The power of AI is real. What a run.

现在,它的价值超过了微软和苹果。这真是难以置信。人工智能的力量是真实的。跑得真快。


Georgemaxim
5天前
So Amazon, Meta Platforms, Microsoft, and Alphabet are the NVIDA biggest customers. Are these companies making record profits from their investments in AI is the question.

亚马逊、Meta Platforms、微软和 Alphabet 是 NVIDA 最大的客户。这些公司在人工智能领域的投资是否会带来创纪录的利润,这是一个问题。


TomNook.
5天前
Congratulations to Taiwan for dominating both China and USA in the chip industry.

祝贺台湾在芯片产业中同时称霸中国和美国。


ScentlessSun
5天前
NVIDIA is an American company. TSMC makes their chips sure, but NVIDIA has gotten this big by designing the chips.

英伟达是一家美国公司。台积电(TSMC)当然会生产芯片,但英伟达是靠设计芯片做大的。


Starship
5天前
Intel missed out on extreme UV lithography will h ASML

英特尔错过极紫外光刻技术将与 ASML 合作!


Hermann
5天前
Intel is years behind, and they won't ever catch up.

英特尔已经落后很多年了,他们永远也追不上。


Evalangley
4天前
NVDA makes significantly less than Apple & Microsoft ...Market is pricing in years of future grown with AI. If they do not deliver insane results ... the stock will tank.

NVIDIA 的收入明显低于苹果和微软... 市场正在为未来数年人工智能的发展进行定价。如果他们不能取得惊人的业绩......股价就会暴跌。


Rovermiles
5天前
The issue here is that Nvidia reigns supreme at developing gaming GPUs.This is an area that AMD and others just have not invested in.Those GPUs serve as the base for processing power.Until AMD, Intel, or others start putting out GPUs that rival Nvidias, then there is no metric of significant progress on their part.

这里的问题是,Nvidia 在开发游戏 GPU 方面占据着至高无上的地位。这是 AMD 和其他公司尚未投资的领域。这些 GPU 是处理能力的基础。在 AMD、英特尔或其他公司开始推出可与 Nvidias 匹敌的 GPU 之前,它们的进展是无法衡量的。


BillB101
5天前
Gaming is a tiny part of their business, it's all about AI now.

游戏在他们的业务中只占很小一部分,现在他们的重心都在人工智能上。


Valentinvete
4天前
Who will make quantum computer will be most valuable company in future

谁能制造量子计算机,谁就是未来最有价值的公司!


Patrick
5天前
Because we are running out of ideas and anything will go up with news on Wall Street.

因为我们已经没主意了,只要华尔街有消息,什么都会涨。


Ramcherfelix
5天前(修改过)
We’re back in “the 90’s” of tech. Watch this bubble burst. If I’m this situation Innovation truly outweighs valuation then this might not be a bubble. I don’t think that’s what’s happening. The competition in Ai is promising. But it could also be a cash grab before the bubble bursts.

我们又回到了科技的 "90 年代"。看着泡沫破灭吧。如果在这种情况下,创新真的超过了估值,那么这可能就不是泡沫了。我认为情况并非如此。人工智能领域的竞争很有前景。但这也可能是泡沫破灭前的一次现金掠夺。


Sapphyrus
5天前
Anyone watching the GPU industry is aware that none of those companies mentioned has a chance of competing with Nvidia. By the time Intel launches anything, Nvidia is onto the next generation while Intel spends that time addressing issues. Nvidia's custom design language also has an unparalleled popularity as an ecosystem. Imagine Apple but actually making good products, that's Nvidia.

任何关注 GPU 行业的人都知道,上述公司中没有一家有机会与 Nvidia 竞争。当英特尔推出任何产品时,Nvidia 已经进入了下一代产品的研发阶段,而英特尔还在花时间解决问题。作为一个生态系统,Nvidia 的定制设计语言也拥有无与伦比的知名度。想象一下苹果公司,但实际上是在制造好产品,这就是 Nvidia。


Sylvesterhunter
1天前
I always predicted NVDA will overtake APPL, its an obvious bet that AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies.

我一直预测 NVDA 将超越 APPL,这是一个显而易见的赌注,人工智能股票将在 2024 年占据主导地位。我之所以偏爱英伟达,是因为他们更有能力保持长期增长潜力,并为其他人工智能公司提供平台。


Guyverhw
4天前
If there are companies that "deserve" the trillion dollar cap, they should be the ones that allowed the modern world to be possible, Intel, AMD, TSMC and ASML should also be in the trilion dollar club.

如果有公司 "配得上"万亿美元的市值,那么它们应该是那些让现代世界成为可能的公司,英特尔、AMD、台积电和 ASML 也应该跻身万亿美元俱乐部。


RPGaming
5天前
There will be a time when nvidia’s market valuation is bigger than the GDP of US.

总有一天,nvidia 的市场估值会超过美国的 GDP。
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