Nvidia Set To Reach $10 Trillion Valuation As Blackwell Expected To Propel Chip Maker With 'Fireworks Again' In 2025, Analyst Predicts
Nvidia Set To Reach $10 Trillion Valuation As Blackwell Expected To Propel Chip Maker With 'Fireworks Again' In 2025, Analyst Predicts
$NVIDIA (NVDA.US)$ is projected to surge to a $10 trillion valuation, according to Beth Kindig, lead tech analyst at I/O Fund. Kindig highlighted the potential of Nvidia's next-generation artificial intelligence chip, Blackwell.
$英伟达 (NVDA.US)$ 据I/O基金首席技术分析师贝丝·金迪格称，预计将达到10万亿美元估值。金迪格强调了英伟达下一代人工智能芯片黑韦尔的潜力。
What Happened: Kindig believes Nvidia's Blackwell chip will significantly boost the company's value, despite recent investor concerns over its valuation and production delays, Kindig said this in an interview with Yahoo Finance on Thursday.
金迪格认为，尽管近期投资者对英伟达的估值和生产延迟有所担忧，但Blackwell芯片将大大提升公司价值。金迪格在周四接受雅虎财经采访时说到这一点。
Nvidia shares dropped over 6% on Thursday after narrowly beating second-quarter earnings expectations.
英伟达股票周四下跌逾6%，尽管几乎实现了第二季度盈利预期。
Kindig emphasized that Nvidia's growth trajectory will become clearer once Wall Street revises fiscal estimates upward. She predicts that the release of Blackwell's shipping volume figures in 2025 will be a pivotal moment for the company.
金迪格强调，华尔街上调财务预期后，英伟达的增长轨迹将变得更加清晰。她预测Blackwell的发货量数据将在2025年成为该公司的关键时刻。
"That's going to be fireworks, is how I would put it. Absolute, ultimate fireworks for Blackwell will come in first-quarter, with that second-quarter guide," Kindig said. "Early next year will be fireworks again for Nvidia, and we will be on track for that $10 trillion."
金迪格说：“那将是焰火，绝对是终极的焰火。Blackwell的终极焰火将在第一季度到来，那是第二季度的指导。”她补充说：“明年初将再次点燃英伟达的火花，我们将为那1万亿美元设定目标。”
Why It Matters: The anticipation surrounding Nvidia's Blackwell chip is not new. Recently, Wedbush analyst Dan Ives compared Nvidia's market dominance to LeBron James' early career, emphasizing the company's potential for long-term growth.
英伟达的Blackwell芯片引起了广泛关注。最近，Wedbush分析师丹·艾夫斯将英伟达在市场的主导地位与勒布朗·詹姆斯早期的职业生涯进行了比较，强调了该公司的长期增长潜力。
Moreover, Nvidia's push to maintain its lead in AI chips involves the development of larger, more complex processors. These new chips, as noted by analysts, are nearly double the size of their predecessors and pack 2.6 times more transistors, which has led to significant manufacturing challenges and impacted profit margins.
此外，英伟达为保持在人工智能芯片领域的领先地位，正在开发更大、更复杂的处理器。正如分析师们所指出的，这些新芯片几乎是前代芯片的两倍大小，并搭载了2.6倍多的晶体管，这导致了重大的制造挑战，并影响了利润率。
Despite these hurdles, the demand for Nvidia's AI chips remains robust. JPMorgan analyst Harlan Sur noted that even slight delays in Blackwell's production will not diminish the focus on AI from cloud service providers. Sur added that the demand for Blackwell could outstrip supply at least through mid-2025.
尽管面临种种困难，对英伟达人工智能芯片的需求依然强劲。摩根大通分析师哈兰·苏尔指出，即使Blackwell的生产存在轻微延迟，也不会减弱云服务提供商对人工智能的关注。苏尔补充说，对Blackwell的需求在2025年中期之前至少将超过供应。
Additionally, the market is evolving beyond the "Magnificent 7" stocks, which include Nvidia, according to Piper Sandler analyst Craig Johnson.
此外，市场正发展超越“科技七巨头”股票，其中包括英伟达，根据摩根大通分析师Craig Johnson的说法。
Price Action: NVIDIA's stock closed at $119.37 on Friday, up 1.51% for the day. In after-hours trading, the stock slightly dipped by 0.12%. Year to date, NVIDIA's stock has surged by 147.81%, according to data from Benzinga Pro.
股价走势：英伟达股票周五收盘价为119.37美元，单日上涨1.51%。盘后交易中，股票略微下跌0.12%。截至目前，据财经网站Benzinga Pro的数据，英伟达股票年初至今已飙升147.81%。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
这个故事是使用Benzinga Neuro生成的，并由Kaustubh Bagalkote编辑