《What If NVIDIA Isn't the Future? 4 AI Stocks to Own Now》
Amazon在资本成本和基础设施方面的结构性优势,使其成为长期赢家,也是高增长AI股之外波动更低的替代选择。
好,我们要谈的第三只股票是另一家这样的巨头。这是一个主题,这些公司中有很多都是世界上最大的公司之一,但 Amazon 不仅是 Nvidia 最大的客户之一,而且也是一家试图摆脱 Jensen Huang 掌控的公司。
All right, number three stock that we want to talk about is another one of these huge players. This is This is a theme that a lot of these companies are some of the biggest companies in the world, but Amazon, not [snorts] only one of Nvidia's biggest customers, but again, another one that's trying to get out from under Jensen Huang's thumb.