NVDA收购Hugging Face对于其拓展芯片以外业务、成为顶级AI目的地至关重要。
逐段跳播
英伟达今早宣布将以超过129亿美元收购Hugging Face。首席执行官黄仁勋发布了一篇博客文章宣布这笔交易，称：“我们将共同扩展Hugging Face平台，加强其基础设施，并为全球开发者和企业拓宽AI的获取渠道。”
这是英伟达历史上第二大收购，去年该公司曾斥资约200亿美元收购芯片制造商Grok的资产。这对英伟达很重要，并将其业务范围扩展到芯片和计算系统之外。目前我们看到英伟达股价反应不大，但昨日在彭博社报道这一消息后，该股上涨。
Nvidia announced this morning that it is acquiring "Hugging Face" for more than $12.9 billion. CEO Jensen Huang posted a blog post announcing the deal, saying: "Together we will expand the Haggingface platform, strengthen its infrastructure, and broaden access to AI for developers and enterprises worldwide." It is Nvidia's second-largest acquisition in history after paying around $20 billion for assets from chipmaker Grok last year. This is important for Nvidia and expands its reach beyond chips and computing systems. We are seeing little change at Nvidia right now as a reaction, but the stock rose yesterday after a Bloomberg report that this is coming.
是的，有某种程度的复苏。请记住，财报发布后，股价飙升，随后在接下来的几个交易日开始下跌，但昨日该股因这一消息而上涨。现在，最初的估计接近昨日早上发布的140亿。所以，这里有一点折扣。
Yes, there is some kind of recovery. Remember that after the earnings, the stock exploded and then we started to decline in the next few sessions, but the stock jumped yesterday because of this news. Now, the initial estimates were approaching the 14 billion that were released yesterday morning. So, there's a small discount here.
但这与昨天我们在“Fast Money”节目上的讨论有关。就英伟达而言，Diane，他们现阶段正试图使收入来源多样化。图形处理单元（GPU）是该领域的先驱。但当你看看他们在中央处理器（CPU）方面做了什么，对吧？
Vera Rubin，他们开始在这一领域扩张，并开始获得良好的订单，这目前正给AMD和英特尔带来压力。现在，他们已开始进入科技行业AI基础设施的其他部分，在那一方面与OpenAI以及Anthropic展开一定竞争。
因此，他们正在扩大自己的影响力。黄仁勋已多次表示，他们希望成为与人工智能相关的一切的首要目的地，而不仅仅是芯片生产商。因此，这对黄仁勋和英伟达的未来至关重要。
But this relates to the discussion we had yesterday on the " Fast Money" program. As far as Nvidia is concerned, Diane, they are trying to diversify their revenue stream at this stage. Graphics processing units (GPUs) are pioneers in this field. But when you look at what they do on the central processing unit ( CPU) side, right? Vera Rubin, they started expanding in this area and started getting good bookings, which is putting pressure on AMD and Intel right now. Now, they have started to move into other parts of the AI infrastructure in the technology industry to compete a little with OpenAI on that side, and with Anthropic as well. So, they are expanding their presence. Jensen Huang has stated this repeatedly. They want to be the number one destination for everything related to artificial intelligence , not just a chip producer. Therefore, this is of critical importance for the future of Jensen Huang and Nvidia.
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。