Solving The Money Problem 对 $NVDA 的判断变化

2026-09-03看涨
Elon Proves Them Wrong Again. $1 Trillion Terafab Is NEXT.
英伟达可能会资助或优先支持SpaceX的人工智能,并加入TerraFab以缓解对台积电供应链集中的风险。

我将与英伟达建立独家合作关系,他们视我为芯片需求的无限来源,因此他们会给我比竞争对手更优惠的价格,以便适配这些产品。

I'll form an exclusive partnership with Nvidia, who, you know, see me as a generator of endless demand for chips, so they'll give me a better deal than they give competitors to fit into these things.

英伟达的首席执行官黄仁勋极其聪明,同时也是一个非常现实的人。他长期以来一直支持他最喜欢的客户埃隆·马斯克,后者同样拥有卓越的商业头脑。

Nvidia's CEO, Jensen Huang, is extremely intelligent. He is also a very realistic person. He is a long-standing supporter of his favorite client, Elon Musk, who also possesses great business acumen.

你不会看到他公开批评那些从他那里购买芯片的公司,但另一方面,你会看到他公开赞扬某些公司的领导者,例如,他曾公开表示,尽管没有必要,埃隆·马斯克和xAI团队能够比任何人都更快地运行AI计算。事实上,没有人能像他们那样迅速完成。

You will not see him publicly criticize the companies that buy chips from him, but, on the other hand, you will see him publicly praise certain company leaders, for example, when he publicly stated, without needing to, that Elon Musk and the xAI team are able to run AI computing faster than anyone else. In fact, no one else can do it as quickly as they do.