《The Motley Fool》杂志的杰里米·鲍曼 (Jeremy Bowman) 发表了一篇题为“立即购买 Nvidia 股票的 3000 亿个理由”的文章。这是一篇有趣的文章。要点：1. 谷歌前首席执行官埃里克·施密特最近在斯坦福大学的一次谈话中评论了人工智能的演变，称企业正计划在人工智能基础设施上花费数百亿甚至数千亿美元。 2. OpenAI首席执行官萨姆·奥尔特曼(Sam Altman)计划筹集7万亿美元来扩大世界半导体产业，以实现通用人工智能(AGI)。其他企业家，例如埃隆·马斯克，也在朝着这一目标努力。 3. 英伟达首席执行官黄仁勋认为，AGI 还需要五年时间，因此人工智能投资可能会在此期间增加。另外，有报道称其Blackwell B200芯片被发现存在设计缺陷。Nvidia 需要改进其 Blackwell GPU 的设计。因此，发货开始时间被推迟。无论如何，Alphabet、微软和 Meta 都拥有价值“数百亿美元”的巨额 Blackwell 订单，而亚马逊则将其 Nvidia AI 加速器订单从 Hopper 转移到 Blackwell。详情请点击英文部分的链接。最近, Nvidia 的 Rubin 平台在原始功率方面是超越 AMD 和英特尔的芯片。然而，AMD 和英特尔产品的市场定位和独特卖点也很重要。 （计算机世界，2024 年 6 月 4 日）
请注意，本文不是投资建议。这只是一种信息共享。
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Jeremy Bowman, The Motley Fool, published an article titled as "300 Billion Reasons to Buy Nvidia Stock Now." This is an interesting article. And here are its key points:
In a recent conversation at Stanford University, former Google CEO Eric Schmidt commented on the evolution of artificial intelligence, saying that companies were planning to spend tens of billions or even hundreds of billions of dollars on AI infrastructure. For example, the project of Microsoft and OpenAI known as Stargate AI, could cost as much as $100 billion. The demand in the industry is much higher than that.
Sam Altman, OpenAI CEO, is planning to raise $7 trillion to expand the world's semiconductor industry in order to achieve artificial general intelligence (AGI). Other enterpreneurs, such as Elon Musk, are also working toward this goal.
Jensen Huang, Nvidia CEO, believes that AGI is five years away, so AI investment may increase during that time. For details, please check the orignal article.
On the other hand, there is a report that a design flaw in its Blackwell B200 chip was found. This issue is probably related to the fact being one of the first to use Taiwan Semiconductor Manufacturer's new CoWoS-L packaging technology. Thus, Nvidia is needed to revamp the design of its Blackwell GPUs. Consequently, the start of shipments is delayed. Anyway, Alphabet, Microsoft, and Meta all have huge Blackwell orders worth "tens of billions of dollars" while Amazon was moving its Nvidia AI accelerator orders from Hopper to Blackwell. For details, please click the link: (The Motley Fool, 08/18/2024)
Then, how are AMD and Intel's chips compared to Nvidia's? Prasanth Aby Thomas at Computerworld states, Nvidia’s Rubin platform can outperform chips from rivals AMD and Intel in terms of raw power. However, the market positioning and unique selling points of AMD and Intel’s offerings are also important. (Computerworld, 06/04/2024)
Note this article is not an investment advice. It is just an information sharing.
