NVDA受益于SpaceX增加的芯片采购承诺，这释放出需求强劲、AI支出并未放缓的信号。
逐段跳播
这个问题有点跑题，Mark，你也可以选择不回答，但我一直在想 SpaceX 和 Nvidia，我们听说 SpaceX 现在承诺未来会采购更多 Nvidia 芯片。如果真是这样，这说明了什么？
this is a bit off-topic and you can decline to answer, Mark, but I was thinking about SpaceX and Nvidia, and we've heard that SpaceX is now committing to more Nvidia chips in the future. What does that tell you, if anything?
我认为 Musk 确实是想巩固这段关系。总体来看，我没有看到支出放缓，AI 支出整体上没有放缓，我也没有看到 SpaceX 的支出放缓。他们身处人工智能领域，因此目前主要聚焦于 Starlink 和 AI 业务，再加上太空业务；但实际上，这两块才是真正的驱动力，而这确实巩固了他与 Jensen 的关系。
我认为原因很简单，他期待它有一个好的未来，而且他真的很喜欢他们的产品，所以他选择依赖他们。
I think Musk is really looking to solidify that relationship. I don't see any slowdown in spending in general, AI spending in general, and I don't see any slowdown in SpaceX spending.
You know, they're in the field of artificial intelligence. Therefore, they are primarily focused on their Starlink and AI businesses at the moment, along with space; But in reality, these two things are the driving forces behind it, and it really cements that relationship with Jensen.
I think it's simply that he, he expects a good future for it, and he really likes their product , so he chose to rely on them.
这个频道对 $NVDA 的历次判断
Schwab Network 在这只股票上共 13 条判断，这里只列相邻的几条。