As Nvidia Maintains Chip Supremacy, Jim Cramer Says Foes Of Semiconductor Giant 'Aren't Really Enemies'
As Nvidia Maintains Chip Supremacy, Jim Cramer Says Foes Of Semiconductor Giant 'Aren't Really Enemies'
The company's stock has surged more than 181% year-to-date, dramatically outperforming other "Magnificent Seven" tech stocks like NVIDIA Corp. (NASDAQ:NVDA) continues solidifying its dominance in the artificial intelligence semiconductor market, with CNBC's Jim Cramer emphatically saying that no company can successfully challenge the tech giant's technological supremacy.
NVIDIA公司（纳斯达克股票代码：NVDA）继续巩固其在人工智能半导体市场的主导地位，CNBC的吉姆·克莱默强调说，没有一家公司能够成功挑战这家科技巨头的技术霸主地位。
What Happened: Cramer, host of "Mad Money," underscored Nvidia's unparalleled market position, stating, "I know lots of people are gunning for Nvidia and there are stories all of the time about how other companies are trying to make chips better faster and cheaper than Nvidia's. But they can't. And the so-called enemies of Nvidia aren't really enemies."
发生了什么：《疯狂的钱》的主持人克莱默强调了英伟达无与伦比的市场地位，他说：“我知道很多人都在追逐英伟达，而且一直有关于其他公司如何努力制造比英伟达更快、更便宜的芯片的报道。但是他们不能。而所谓的英伟达敌人并不是真正的敌人。”
Nvidia's third-quarter earnings report reinforced Cramer's bullish stance, with the company reporting a staggering $35.1 billion in revenue — a 94% year-over-year increase. Data Center revenue alone reached $30.8 billion, highlighting the company's critical role in AI infrastructure.
英伟达的第三季度财报强化了克莱默的看涨立场，该公司报告的收入达到惊人的351亿美元，同比增长94％。仅数据中心收入就达到308亿美元，凸显了该公司在人工智能基础设施中的关键作用。
The company's stock has surged more than 181% year-to-date, dramatically outperforming other "Magnificent Seven" tech stocks like Apple Inc. (25.44%) and Microsoft Corp. (12.92%).
该公司的股票今年迄今已飙升超过181％，大大超过了苹果公司（25.44％）和微软公司（12.92％）等其他 “科技巨头” 科技股。
Cramer emphasized the compelling investment thesis behind Nvidia, quoting CEO Jensen Huang's assertion that customers earn five dollars for every dollar invested in Nvidia chips. "That means they have no choice but to buy Nvidia's chips," Cramer said.
克莱默强调了英伟达背后的引人入胜的投资论点，引用了首席执行官黄延森的断言，即客户每投资1美元英伟达芯片即可获得五美元。克莱默说：“这意味着他们别无选择，只能购买英伟达的芯片。”
I know lots of people are gunning for Nvidia and there are stories all of the time about how other companies are trying to make chips better faster and cheaper than Nvidia's. But they can't. And the so-called enemies of Nvidia aren't really enemies
— Jim Cramer (@jimcramer) November 25, 2024
我知道很多人都在追逐英伟达，而且一直都有关于其他公司如何努力制造比英伟达更快、更便宜的芯片的故事。但是他们不能。而且 Nvidia 的所谓敌人并不是真正的敌人
— 吉姆·克莱默 (@jimcramer) 2024 年 11 月 25 日
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Why It Matters: Wedbush analyst Dan Ives amplified this sentiment, predicting the Nasdaq could surge to 25,000, driven by an extraordinary multiplier effect where "one dollar spent on GPU chips translates to an $8 to $10 impact across the tech sector."
为何重要：Wedbush分析师丹·艾夫斯放大了这种情绪，他预测纳斯达克指数可能飙升至25,000点，这要归因于非凡的乘数效应，“在GPU芯片上花费一美元意味着对整个科技行业产生8至10美元的影响。”
Nvidia's recent collaborations with Alphabet Inc's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Quantum AI and initiatives in robotics with companies like Tesla Inc. (NASDAQ:TSLA) demonstrate the company's commitment to technological innovation.
英伟达最近与Alphabet Inc.（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）谷歌量子人工智能的合作以及与特斯拉公司（纳斯达克股票代码：TSLA）等公司在机器人领域的合作表明了该公司对技术创新的承诺。
The company projects fourth-quarter revenue of $37.5 billion, with major clients like Oracle Corp. planning expansive AI computing clusters.
该公司预计第四季度收入为375亿美元，甲骨文公司等主要客户计划扩大人工智能计算集群。
A recent Benzinga poll reveals investor confidence, with 48% of respondents believing Nvidia will continue dominating the "Magnificent Seven" stocks in 2025.
Benzinga最近的一项民意调查显示了投资者信心，48％的受访者认为英伟达将在2025年继续主导 “科技七巨头” 股票。
Morgan Stanley's Joseph Moore highlighted emerging growth catalysts, including AI PCs, autonomous vehicles, and per-car software licensing revenue.
摩根士丹利的约瑟夫·摩尔重点介绍了新兴的增长催化剂，包括人工智能电脑、自动驾驶汽车和每辆车的软件许可收入。
Despite overwhelming optimism, analysts like Mizuho's Jordan Klein caution about potential near-term volatility, citing reported thermal challenges with the new Blackwell chip systems.
尽管表现出压倒性的乐观情绪，但瑞穗的乔丹·克莱因等分析师对潜在的短期波动持谨慎态度，理由是新的布莱克韦尔芯片系统存在散热挑战。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：此内容部分是在人工智能工具的帮助下制作的，并由Benzinga的编辑审阅和发布。
