英伟达股价下跌。为什么甲骨文的idc概念驱动显示出强劲的芯片需求。-- Barrons.com

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Nvidia Stock Slips. Why Oracle's Data Center Drive Is a Sign of Robust Chip Demand. -- Barrons.com[color=var(--trans-contrast-color, #909499)]英伟达股价下跌。为什么甲骨文的idc概念驱动显示出强劲的芯片需求。-- Barrons.com


[color=var(--time-bar-color, #c3c3c3)][color=var(--public-time-color, #909499)][url=]Barron's[/url]· [color=var(--public-time-color, #909499)]09/11 17:10




博通 (AVGO.US)

167.690167.319

+1.90%[color=var(--text-gray48, #7A7A7A)]-0.22%

高通 (QCOM.US)

167.730167.490

+1.67%[color=var(--text-gray48, #7A7A7A)]-0.14%

美国超微公司 (AMD.US)

152.310152.080

+1.02%[color=var(--text-gray48, #7A7A7A)]-0.15%

甲骨文 (ORCL.US)

162.030161.100

+0.40%[color=var(--text-gray48, #7A7A7A)]-0.57%

英伟达 (NVDA.US)

119.100118.760

-0.03%[color=var(--text-gray48, #7A7A7A)]-0.29%

By George Glover

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由乔治·格洛弗撰写

Nvidia has lost some of its shine recently, and shares were falling again early Wednesday. But earnings from Oracle may prove to be a good sign for the chip maker.

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英伟达最近失去了一些光芒，周三早盘股价再次下跌。但甲骨文的收益可能是这家芯片制造商的一个好迹象。

The stock slipped 0.6% to $107.43 in Wednesday's premarket as investors waited for the latest batch of U.S. inflation data. The overall market was also retreating -- futures for the benchmark S&P 500 index were down 0.3%.

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周三盘前股价下跌了0.6%，至107.43美元，投资者在等待最新一批美国通胀数据。整体市场也在后退 -- 标普500指数的期货下跌了0.3%。

The Big Tech stock has racked up triple-digit gains in 2024 but is down 14% over the past three months on worries that an economic slowdown will stop AI demand from rising at such a breakneck speed, with underwhelming sales guidance issued at the end of last month adding fuel to the fire.

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这家科技巨头的股价在2024年累计上涨了三位数，但在过去三个月下跌了14%，担心经济放缓将阻止人工智能需求以如此惊人的速度增长，上个月末发布的令人失望的销售预测更是火上浇油。

Big-name asset managers like Fidelity and T. Rowe Price have been trimming their stakes in Nvidia, while CEO Jensen Huang has also sold some shares.

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像富达和普信集团这样的知名资产管理公司一直在减持英伟达的股份，而首席执行官黄仁勋也卖出了一些股份。

Nevertheless, a strong set of earnings from software giant Oracle are a reminder that demand for its artificial intelligence-related chips should remain strong.

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然而，软件巨头甲骨文发布了强劲的业绩，提醒人们对其人工智能相关芯片的需求应该依然强劲。

On a call with analysts, Oracle co-founder and Chief Technology Officer Larry Ellison predicted a $100 billion, nuclear power-fueled AI boom and played up the cloud-computing company's efforts to build more datacenters, which are powered by massive clusters of Nvidia chips.

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在与分析师的电话会议上，甲骨文联合创始人兼首席技术官拉里·埃里森预测了一个1000亿美元的、核动力驱动的人工智能热潮，并强调了这家云计算公司努力建设更多由英伟达芯片组成的数据中心，目前甲骨文运营着162个数据中心，但这个数字最终可能会增加到2000个，他表示，目前正设计的一个站点预计将耗用一吉瓦特的动力并由核反应堆供电。

Oracle operates 162 datacenters right now but that number could eventually rise to 2,000, he said, with one site it's currently designing expected to use up a gigawatt of power and run on nuclear reactors.

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甲骨文目前运营着162个数据中心，但这个数字最终可能会增加到2000个，他表示，目前正设计的一个站点预计将耗用一吉瓦特的动力并由核反应堆供电。

Nvidia's dominates the market for AI chips, and Oracle isn't the company's only Big Tech customer with expansion plans. Elon Musk's start-up xAI has loaded up on Nvidia GPUs to build up its Colossus AI training infrastructure, and Meta Platforms plans to have bought billions of dollars worth of H1 chips by the end of this year.

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英伟达在人工智能芯片市场占据主导地位，甲骨文并不是该公司唯一的大型科技客户，其扩张计划也不限于此。埃隆·马斯克的创业公司xAI已经购买了大量的英伟达GPU来建立其巨人人工智能训练基础设施，而Meta Platforms计划在今年年底之前购买价值数十亿美元的H1芯片。

Among other chip makers, Advanced Micro Devices slid 0.5% ahead of the opening bell, while Broadcom dropped 1% and Qualcomm was down 0.4%.

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在其他芯片制造商中，美国超微公司在开盘前下降了0.5%，博通下跌了1%，高通下跌了0.4%。

Write to George Glover at george.glover@dowjones.com

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请发送邮件至george.glover@dowjones.com与George Glover联系。

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

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此内容由Barron's创建，由Dow Jones & Co.运营。Barron's独立于Dow Jones Newswires和华尔街日报发行。