Nvidia To Remain AI Industry's 'De Facto Standard': Goldman Sachs
Nvidia To Remain AI Industry's 'De Facto Standard': Goldman Sachs
英伟达将继续成为人工智能行业的“事实标准”：高盛
Nvidia Corp. (NASDAQ:NVDA) continues to dominate the artificial intelligence market, establishing itself as the "industry de facto standard," with no signs of this paradigm changing in the near future, according to Goldman Sachs.
高盛表示，英伟达公司（NVDA）继续在人工智能市场上占据主导地位，并成为“行业事实上的标准”，在不久的将来没有迹象表明这种范式会发生改变。
Analyst Toshiya Hari has reaffirmed his bullish stance on the chipmaking giant in a note published Monday. Hari bolstered his belief in the "sustainability of the ongoing Gen AI spending cycle" and Nvidia's ability to maintain its leadership position through "consistent and rapid innovation across Compute, Networking, and Software" after a positive meeting with Nvidia's CFO, Colette Kress.
分析师Toshiya Hari在周一发布的一份报告中，重申了他对芯片巨头的看好态度。Hari通过与英伟达的首席财务官Colette Kress积极会面，加强了他对“持续的Gen AI支出周期的可持续性”和英伟达通过“在计算、网络和软件领域的一致和迅速创新”维持其领导地位的信心。
Customer ROI and Capex trajectory
客户回报率和资本支出轨迹
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