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发表于 2024-10-18 17:37:29
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Why I believe $NVDA will be the first $5T company 🧐
The semiconductor industry frequently shifts between boom and bust cycles. Each decade tends to highlight a particular segment, such as CPUs, DRAM memory, Flash memory, or Graphics Cards. Unlike previous tech trends that were often confined to specific industries or temporary needs, AI's integration with other critical technologies -- such as cloud computing, 5G, and big data -- embeds it deeply into the technological infrastructure of modern economies.
This integration is supported by AI's broad applicability across multiple sectors, continuous innovation driven by advancements in machine learning, and the increasing need to process the explosive growth of data. At the forefront of this trend is $NVDA, which benefits from high entry barriers and low buyer bargaining power due to strong demand and double-ordering. Entering this market requires massive capital investments, especially for advanced manufacturing processes and proprietary technology related to GPU design, making it difficult for new players to compete -- this has allowed established companies like $TSM and $ASML to maintain their leadership in advanced production and lithography equipment. Nvidia's expertise extends beyond mere chip production, creating an integrated ecosystem that encompasses sophisticated hardware, advanced software solutions, and seamless systems integration. This holistic approach positions Nvidia as a leader in the convergence of AI and high-end graphics.
Nvidia's ability to consistently release new chips more rapidly than the industry average, as evidenced by their latest Blackwell chips, provides a MASSIVE competitive edge. The company's software ecosystem, including CUDA -- a parallel processing platform -- allows developers to fully exploit GPU capabilities, supporting multiple programming languages with an extensive toolkit. Nvidia’s data center software stack also streamlines the integration of GPUs, networking, and other components -- enabling businesses to easily deploy AI solutions as if assembling a modular system that operates flawlessly. With AI demand only expected to increase, these are still early days -- far from reaching a peak. Nvidia is poised to continue as the primary beneficiary of this growth -- making me believe Nvidia could become the first-ever $5 trillion company.
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翻译自 英语
为什么我相信$NVDA将成为第一家市值 5 万亿美元的公司🧐
半导体行业经常在繁荣与萧条之间转换。每个十年往往都会突出某个特定领域，例如 CPU、DRAM 内存、闪存或显卡。与之前通常局限于特定行业或临时需求的技术趋势不同，人工智能与其他关键技术--的融合，例如云计算、5G 和大数据--将其深深嵌入到现代经济的技术基础设施中。
这种融合得益于 AI 在多个领域的广泛适用性、机器学习进步推动的持续创新、以及处理爆炸式增长的数据的日益增长的需求。走在这一趋势最前沿的是$NVDA ，由于需求强劲和重复订购，其进入门槛高、买方议价能力低。进入这个市场需要大量的资本投入，特别是对于先进的制造工艺和与 GPU 设计相关的专有技术，这使得新参与者难以竞争--这使得$TSM和$ASML等老牌公司能够保持其在先进生产和光刻设备方面的领先地位。Nvidia 的专业知识不仅限于芯片生产，还创建了一个涵盖复杂硬件、先进软件解决方案和无缝系统集成的集成生态系统。这种整体方法使 Nvidia 成为 AI 和高端图形融合领域的领导者。
Nvidia 能够以高于行业平均水平的速度持续发布新芯片，这一点从其最新的 Blackwell 芯片就可以看出，这为其提供了巨大的竞争优势。该公司的软件生态系统包括 CUDA --和并行处理平台--使开发人员能够充分利用 GPU 功能，并通过广泛的工具包支持多种编程语言。Nvidia 的数据中心软件堆栈还简化了 GPU、网络和其他组件的集成--使企业能够轻松部署 AI 解决方案，就像组装一个运行完美的模块化系统一样。由于预计 AI 需求只会增加，现在还处于早期阶段--远未达到顶峰。Nvidia 有望继续成为这一增长的主要受益者--这让我相信 Nvidia 可能成为有史以来第一家市值达到 5 万亿美元的公司。 |
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