NVDA被低估，Rubin放量有望在约2年内推动季度收入达到1万亿美元。
逐段跳播
现在，他们在机器人上有一些 NVIDIA 算力。他们有一些训练算力，但他们的训练算力远不及 Tesla，他们的训练数据量也远不及 Tesla。
Now, they have some NVIDIA compute on the robot. They have some training compute, but they don't have anything near Tesla's training compute, and they don't have anything near Tesla's volume of training data.
我们会有一台 SpaceX 设计的 Nvidia 后置 Ruben NVL72 计算机。这就是为什么缩略图上有 Elon 的照片和 Jensen 的照片，因为 Jensen 是 Nvidia 的 CEO。
又是 Lichy。Jensen 是 Nvidia 的 CEO。
we'll have a SpaceX designed Nvidia rear Ruben NVL72 computer. That's why the thumbnail has a picture of Elon and a picture of Jensen because Jensen is the CEO of Nvidia. Lichy again. Um Jensen is the CEO of Nvidia.
如果你算一下，10 万颗卫星，每颗配 72 块来自 Nvidia 的 GPU，你就得到 720 万块 GPU。10 万个机架，每个大约 1000 万美元。所以那大概是，我不知道，一万亿美元。
我认为那是一万亿美元。所以如果你在关注的话，那对 Nvidia 来说是一大笔收入。
And if you do the math on this, 100,000 satellites with 72 GPUs from Nvidia each, you get to 72 7.2 million GPUs. 100,000 racks is in the ballpark of $10 million each. So that's like, I don't know, trillion dollars.
I think that's a trillion dollars. Um, so that's a big revenue for Nvidia if you're paying attention to that.
我投资了 Tesla、SpaceX、Tesla、Nvidia、SpaceX 和 Google。这就是我的四项主要投资。
I'm invested in Tesla, SpaceX, Tesla, Nvidia, SpaceX, and Google. Those are my four main investments.
你可以看到，这些是，我认为它们是每个机架六块 Nvidia GPU 的机架。总共 72 块。我认为有六个这样的机架。所以也许每个机架里有大约 12 块。
You can see that the these are um I think they're racks of six maybe Nvidia GPUs. 72 total. I think there's six of those. So maybe there's like 12 in each rack.
比如 Nvidia 上季度的收入是 960 亿美元，对吧？Nvidia 在 Nvidia 和 Anthropic、OpenAI 之间已经在做这个数字的 4 倍了。
Like Nvidia's revenue last quarter was $96 billion, right? Nvidia is already doing 4x that between Nvidia and anthropic open AI.
Nvidia 是市场上最明显被低估的股票。他们要推出 Ver Rubin。我认为它已经在小规模出货了。Ver Rubin 大概会在一年内大规模出货。而大规模是指每天 1000 台。
那是每天 100 亿美元。那大概是每季度一千亿，不，我认为那是每季度一万亿美元。1000 万乘以 1000，1000 万美元乘以 1000 台乘以 90 天。仅 Ver Rubin 每季度就大约是 9000 亿美元。
你还有 Blackwell 300。你还有这项业务做的其他事情。你说的是每季度一万亿美元。他们上季度做了不到 1000 亿美元。而你说的是大概两年后他们每季度做一万亿美元。这太疯狂了。
Nvidia is the most obvious undervalued stock on the market. They're coming out with Ver Rubin. And I think it's already shipping in small scale. Ver Rubin is going to be shipping at scale probably within about a year.
And at scale is a,000 units a day. That's $10 billion a day. That's like a hundred billion a No, I think that's a trillion dollars a quarter. 10 million times a,000 $10 million times a,000 units times 90 days.
It's like $900 billion a quarter just for Ver Rubin. You still have Blackwell 300. You still have other things that the business does. You're talking about a trillion dollars a quarter.
They did like less than $100 billion last quarter. And you're talking about like two years away they're doing a trillion dollars a quarter. It's insane.
观察点
这个频道对 $NVDA 的历次判断
AI Stocks Report with Warren Redlich 在这只股票上共 4 条判断，这里只列相邻的几条。