NVDA收购Hugging Face表明其控制完整技术栈的战略；预计2-3年内芯片上模型集成将带来长期上行空间。
逐段跳播
接下来看 Nvidia，它本周开盘价为 216 美元，并出现了上涨。事实上，它可能创下历史新高，或回到接近 236 美元的 52 周高点，本周收于 230 美元，上涨 6%。
Moving on to Nvidia, it started the week at $216 and saw a jump. In fact, it could reach an all-time high or return to its 52-week high near 236, ending the week up 6% at $230.
该公司正在以约 130 亿美元收购“Hugging Face”。对于那些不知道“Hugging Face”是什么的人，我不怪你。它是世界上命名最差的公司之一。我本周在 Equity Empire 的一个视频中描述它的方式是，“Hugging Face”就像 AI 模型界的 Netflix。
如果你是一名开发者，如果你想改进一个模型，或将其下载到你的 MacBook 或 DGX Spark，或者如果你想获取这些模型的集合，或一个快速模型，或改进某些东西，那么“Hugging Face”就是所有这些模型的存储库。
如果你要向公众发布一个模型并想将其传播到全世界，你会通过“Hugging Face”来做。就像如果你制作一部电影或电视节目，其中一个分发渠道就是 Netflix。因此，Nvidia 收购这家公司的价格约为 130 亿美元。
The company is acquiring "Hugging Face" for approximately $13 billion . For those who do n't know what "hagging face" is, I don't blame you. It is one of the worst-labeled companies in the world. The way I described it in Equity Empire in a video this week is that " Hugging Face" is like Netflix for AI models. If you are a developer, and if you want to improve a model, or download it to your MacBook or DGX Spark , or if you want to get a collection of these models, or a quick model, or improve some things, then " Hugging Face" is the repository for all those models. If you are launching a model to the public and want to spread it to the world, you do so via " Higging Face". Just as if you were producing a film or a television program, one of the distribution venues is Netflix. Therefore, Nvidia's acquisition of this company was for approximately $13 billion.
我认为这在很大程度上解释了 Nvidia 想要达到的目标。他们想要控制整个技术包。他们正在创建开源模型，这些模型存放在“Hugging Face”中，他们显然也想了解这一切的结果。
此外，我认为这不会在明年发生。我们可能谈论的是未来两三年，你开始将这些模型的某些权重刻到硅片本身上，减少对内存的依赖并提高性能。我认为 Nvidia 希望以多种方式存在，与所有模型保持密切关系可能使他们能够开发类似的技术。
I think this pretty much explains where Nvidia wants to be. They want to control the entire technology package. They are creating open-source models that are deposited in "Higging Face", and they obviously also want to know what the outcome of all this is. Also, I do n't think this will happen next year. We're probably talking about the next two or three years where you start to carve some of the weights of these models onto the silicon itself, reducing reliance on memory and increasing performance. I think Nvidia wants to be present in many ways, and having a close relationship with all models may allow them to develop similar technologies.
现在，该公司还在投资联发科，这是一家定制硅片制造商，已收购了包括谷歌在内的业务。
Now, the company is also investing in MediaTek, a custom silicon manufacturer that has acquired business from Google, among others.
Nvidia，哇，看看那个走势。该股在这些水平明显遇到阻力。230。它会在形成双顶后回落到移动平均线，还是会突破？我们可能下周就会知道 Anthropic 文件是否会影响半导体行业。
Nvidia, wow, look at that move. There's clear resistance for the stock at these levels. 230. Will it form a double top here and then pull back to its moving averages, or will it break out? We'll probably find out next week if the Anthropic file will impact the semiconductor sector.
他说在等什么
这个频道对 $NVDA 的历次判断
The Investor Channel 在这只股票上共 3 条判断，这里只列相邻的几条。