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发表于 2024-12-17 16:10:29
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$NVDA PT Raised to $204 at Truist Securities
We expect CY25 will be another constructive year because (1) all relevant industry contacts support the dominance and superiority of NVDA's full technology stack (not just chips...or servers...or even server racks...but especially software and pre-trained models), and (2) we believe NVDA will announce a client-side CPU during 2025, opening up an additional ~$35B TAM. PT to $204 (from $169).
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翻译自 英语
$NVDA Truist Securities 将 PT 上调至 204 美元
我们预计 CY25 将是又一个建设性的一年,因为 (1) 所有相关行业联系人都支持 NVDA 整个技术栈的主导地位和优势(不仅仅是芯片...或服务器...甚至是服务器机架...尤其是软件和预训练模型),以及 (2) 我们相信 NVDA 将在 2025 年宣布推出客户端 CPU,从而开辟额外的约 350 亿美元 TAM。PT 达到 204 美元(从 169 美元)。
$NVDA GB200 Ramp updates:
- GB200 server shipments to reach 50,000–60,000 containers next year
- Microsoft and Meta leading demand at 25,000 and 10,000 units, respectively.
- Quanta’s AI Server Revenue Expected to Triple
- Foxconn projects AI server revenue will account for over 50% of its total server revenue next year.
- Leading U.S. CSPs, including Microsoft, Meta, AWS, Google, and Dell (serving xAI and CoreWeave), are expected to accelerate GB200 adoption
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翻译自 英语
$NVDA GB200 坡道更新:
- GB200 服务器出货量明年将达到 50,000-60,000 台
- 微软和 Meta 的需求领先,分别售出 25,000 台和 10,000 台。
- 广达的人工智能服务器收入预计将增长三倍
- 富士康预计明年AI服务器收入将占其服务器总收入的50%以上。
- 包括微软、Meta、AWS、谷歌和戴尔(服务于 xAI 和 CoreWeave)在内的美国领先 CSP 预计将加速 GB200 的采用 |
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