我将详细讲述这次公告的要点、它对 Nvidia 可能意味着什么、与你分享我对 Nvidia 股票的合理价值估算、与你分享我对 Coreweave 的合理价值估算，并更新对这两家公司的买入、持有或卖出评级。
I'm going to detail the highlights of this announcement, what it could mean for Nvidia, share with you my fair value estimate for Nvidia stock, and share with you my fair value estimate for Cororeweave, and update the buy, hold, or sell rating for each of these two companies.
Coreweave 的管理团队接受了 Yahoo Finance 的采访，他们告知投资者，我们每天都在艰难地满足需求。我们拥有的每一块 GPU 都可以卖给多个不同的客户。这是一个独特的时刻，而且它仍在持续。
So, Cororeweave's management team had an interview with Yahoo Finance and they were formed they informed investors that we are struggling to meet demand every day. Every GPU we have could be sold to multiple different clients. It's a unique moment and it continues to be.