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发表于 2024-11-18 08:56:51
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The most anticipated earnings of the season are set for next week when $NVDA reports its results after the market closes on Wednesday -- here's what I'm watching 🧐
• Blackwell GPUs: Their latest GPU architecture is already setting the stage for the future of AI computing. Built on TSMC’s advanced 4NP process, it delivers 3–5x the AI performance of its predecessor, Hopper. The demand is undeniable -- every Blackwell chip scheduled for production in the next year is already sold out, with $MSFT, $GOOGL, $META & $AMZN vying for early shipments. This positions Blackwell as the backbone of AI infrastructure -- with Nvidia’s engineering excellence delivering power efficiency and flexibility that no competitor can match.
• Software Ecosystem Advantage: Nvidia’s strength goes beyond hardware. Its CUDA platform and specialized software libraries like cuDNN create an ecosystem that locks in customers with high switching costs. Platforms like Omniverse and NIM inference services further expand Nvidia’s influence into enterprise AI and industrial simulations -- making it indispensable for companies looking to stay ahead in the AI race.
• Market Opportunities: $MS projects $300B in hyperscaler AI spending by 2025, with Nvidia likely capturing 50% of that through partnerships with Big Tech. This could push Nvidia’s revenue well beyond current estimates -- with AI-driven spending expected to add 1% to U.S. GDP growth in 2025 alone.
• Diverse Growth Opportunities: From automotive chips, projected to grow at a 30% CAGR, to gaming innovations powered by AI-enhanced graphics, Nvidia’s opportunities extend across multiple markets. Its ability to innovate at scale ensures that it will dominate the AI chip market, which is expected to triple to over $300B by 2029. Nvidia’s projected revenue of $350B by then, combined with its leadership in both hardware and software -- cements its role as the leader in the AI revolution.
Q3 Earnings Estimates from Earnings Hub
• Sales Est. $32.9B -- up 82% YoY
• EPS Est. $0.74 -- up 85% YoY
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翻译自 英语
本季度最令人期待的收益将在下周公布，届时$NVDA将在周三市场收盘后公布其业绩--以下是我所关注的🧐
• Blackwell GPU：他们最新的 GPU 架构已经为未来的 AI 计算奠定了基础。它基于台积电先进的 4NP 工艺，可提供比其前身 Hopper 高 3-5 倍的 AI 性能。需求是不可否认的--计划于明年生产的每款 Blackwell 芯片都已售罄， $MSFT 、 $GOOGL 、 $META和$AMZN正在争夺早期出货量。这使 Blackwell 成为 AI 基础设施的支柱-- ，Nvidia 的工程卓越性提供了竞争对手无法比拟的功率效率和灵活性。
• 软件生态系统优势：Nvidia 的优势不仅限于硬件。其 CUDA 平台和 cuDNN 等专业软件库创建了一个生态系统，以高昂的转换成本锁定客户。Omniverse 和 NIM 推理服务等平台进一步将 Nvidia 的影响力扩展到企业 AI 和工业模拟--使其成为希望在 AI 竞赛中保持领先的公司不可或缺的一部分。
• 市场机会： $MS预计到 2025 年，超大规模 AI 支出将达到 3000 亿美元，而 Nvidia 可能通过与大型科技公司的合作获得其中的 50%。这可能会使 Nvidia 的收入远远超出目前的预期-- ，预计仅在 2025 年，AI 驱动的支出就将为美国 GDP 增长贡献 1%。
• 多样化的增长机会：从预计以 30% 复合年增长率增长的汽车芯片，到由 AI 增强图形驱动的游戏创新，Nvidia 的机会遍及多个市场。其大规模创新能力确保其将主导 AI 芯片市场，预计到 2029 年，该市场将增长三倍，超过 3000 亿美元。到那时，Nvidia 预计收入将达到 3500 亿美元，再加上其在硬件和软件方面的领先地位--巩固了其在 AI 革命中的领导者地位。
收益中心提供的第三季度收益预测
• 销售额预估为 329 亿美元--同比增长 82%
• 每股收益预估为 0.74 美元--同比增长 85% |
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