01/24/2025, 05:28 PM UTC
NVIDIA：显然是Project Stargate的受益者 - 做国王的感觉真好Nvidia: An Obvious Project Stargate Beneficiary - It's Good To Be King
1、特朗普总统对AI的承诺加强了NVIDIA的地位，得到了两党对AI保护主义政策的支持以及像Project Stargate这样的重大投资；2、Project Stargate在美国数据中心潜在5000亿美元的投资将推动NVIDIA的市场需求；3、尽管面临AMD、英特尔和定制硅的努力竞争，NVIDIA凭借其优越的CUDA生态系统和战略合作伙伴关系确保了其主导地位；4、NVIDIA的Blackwell芯片将为下一代AI提供动力，推动收入增长并保持其在AI硬件市场的领导地位。1. President Trump's commitment to AI strengthens Nvidia's position with bipartisan support for AI protectionism policies and significant investments like Project Stargate; 2. Project Stargate's potential $500b investment in US data centers boosts Nvidia's market demand; 3. Nvidia's dominance is secured by its superior CUDA ecosystem and strategic partnerships, despite competition from AMD, Intel, and custom silicon efforts; 4. Nvidia's Blackwell chip will power next-gen AI, driving revenue growth and maintaining its leadership in the AI hardware market.
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