如果数据中心建设停止，英伟达将面临严重下行风险，因为它依赖销售数据中心芯片。
逐段跳播
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我持有 AI 股票。我持有 Nvidia，我持有 Google，我持有 Tesla，我持有 SpaceX。
I own AI stocks. I own Nvidia. I own Google. I own Tesla. I own SpaceX.
如果你停止建设 AI 数据中心，那么 Nvidia 把芯片卖给谁？Nvidia 把芯片卖给谁？谁在购买 Nvidia 的 Vera Rubin 芯片？
if if you stop building AI data centers, then what does Nvidia sell their chips to? Who does Nvidia sell their chips to? Who's buying Nvidia, you know, Vera Rubin chips?
如果我们不在地球上建设数据中心，那么 Nvidia 就卖不出足够的 Vera Rubin 芯片。他们停止销售数据中心芯片，Nvidia 就会陷入困境。Nvidia 会陷入大麻烦。
If we don't build the data centers on Earth, then Nvidia doesn't sell enough Vera Rubin chips. They they stop selling data center chips and Nvidia struggles. Nvidia is in deep trouble.
就像我在 Nvidia 的投资是我继 Tesla 之后的第二大投资。如果你停止建设数据中心，谁是数据中心硬件按美元价值计算的最大供应商？是 Nvidia。
Like I'm in Nvidia is my second largest investment after Tesla. If if you stop building data centers, who's the biggest supplier of hardware to data centers in terms of in terms of dollar value? It's Nvidia.
Nvidia、AMD、Micron，比如所有内存芯片公司，对吧？
Nvidia, AMD, Micron, like all the memory chip companies, right?
如果你今天开始投资，你在 Tesla 和 SpaceX 之间的分配会是什么？如果我现在开始投资，嗯，现在，明确地说，我的分配是大部分是 Tesla，然后是 Nvidia，然后是 SpaceX，然后是 Google。
You were starting to invest today. What would your split be between Tesla and SpaceX? If I was starting to invest today, well, right now, just to be clear, my my split is large majority Tesla, then Nvidia, then SpaceX, then Google.
我不知道。我得想想。我可能会持有比现在更多的 Nvidia。
I don't know. I'd have to think about that one. I would probably have more Nvidia than I have now.
从根本上说，我认为如果你买入 Nvidia，他们是内存芯片公司最大的客户。如果 Nvidia 成功，内存芯片
And fundamentally, I think if you buy Nvidia, they're like the largest C customer of the memory chip companies. Like if Nvidia succeeds, the memory chip
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $NVDA 的历次判断
AI Stocks Report with Warren Redlich 在这只股票上只有这一条判断。