Jensen Huang's Nvidia 'Printing Money Like Apple' In Early iPhone Days, Says Tesla Bull Ross Gerber
Jensen Huang's Nvidia 'Printing Money Like Apple' In Early iPhone Days, Says Tesla Bull Ross Gerber
Gerber, a decade-long investor in Nvidia andNvidia Corp. (NASDAQ:NVDA) is on the cusp of a significant growth phase, fueled by its leadership in AI infrastructure.
英伟达公司（纳斯达克：NVDA）即将进入一个重大的增长阶段，这得益于其在人工智能基础设施中的领先地位。
What Happened: Investor Ross Gerber compared Jensen Huang's chip giant current financial trajectory to Apple Inc. (NASDAQ:AAPL) during the early iPhone years, highlighting the immense potential in AI, Yahoo Finance reported on Tuesday.
发生了什么：投资者罗斯·格伯将詹森·黄的芯片巨头当前的财务轨迹与苹果公司（纳斯达克：AAPL）在早期iPhone时期进行比较，突显出人工智能的巨大潜力，Yahoo Finance周二报道。
"Nvidia is printing money like Apple did in the early days of the iPhone," he said in an interview with Yahoo Finance.
他说：“英伟达正在像苹果在iPhone早期所做的那样印钞。”
Gerber, a decade-long investor in Nvidia and Tesla, sees the company's growth driven by the global development of AI infrastructure, largely supported by Nvidia's cutting-edge chips. He mentioned that Nvidia's profitability and strong market position in the chip industry make the upcoming five years promising.
格伯作为英伟达和特斯拉的长期投资者，认为公司的增长受到全球人工智能基础设施发展的驱动，主要得益于英伟达的先进芯片。他提到，英伟达在芯片行业的盈利能力和强大的市场地位使未来五年充满希望。
Gerber also compared Nvidia to Tesla, adding the former has been a better investment in the past decade.
格伯还将英伟达与特斯拉进行比较，补充道前者在过去十年中的投资表现更佳。
This year, Nvidia has drawn $30 billion in retail investor inflows, ranking as the most favored stock among retail investors in 2024. Despite some traders recently offloading shares, Nvidia's stock has surged 181% year to date.
今年，英伟达吸引了300亿的零售投资者流入，成为2024年零售投资者中最受欢迎的股票。尽管一些交易者最近抛售了股票，英伟达的股价今年迄今已上涨181%。
Nvidia's founder and CEO, Jensen Huang, is set to speak at CES 2025, potentially further boosting the stock.
英伟达的创始人兼首席执行官詹森·黄即将在CES 2025上发表演讲，可能会进一步推动股价上涨。
Why It Matters: Nvidia's strategic focus on robotics as a new growth driver comes amid fierce competition in the AI chipmaking sector, particularly from Advanced Micro Devices, Inc. . Nvidia's valuation surpassed $3 trillion, rivaling Apple Inc. , fueled by the AI boom. The company has also invested in humanoid robotics firms like Figure AI, marking its entry into 'physical AI.'
为什么这很重要：英伟达将机器人技术作为新的增长动力，正值人工智能芯片制造行业的激烈竞争，特别是来自美国超微公司的竞争。英伟达的估值超过了3万亿，逼近苹果公司，受益于人工智能繁荣。该公司还投资了类人机器人公司如Figure AI，标志着它进入了“物理人工智能”。
Additionally, Ibiden Co., a key supplier for Nvidia, is considering expanding its production capacity to meet the surging demand for AI chip package substrates. This move underscores the robust demand for AI-use substrates, with all available stock being quickly acquired by customers. Ibiden's new substrate factory in Gifu, Japan, is expected to begin operations at 25% capacity by late 2025, eventually reaching 50% by March 2026.
此外，作为英伟达的关键供应商，伊比田公司正在考虑扩大其生产能力，以满足对AI芯片封装基板激增的需求。这一举措凸显了对AI用途基板的强劲需求，所有可用库存都被客户迅速采购。伊比田在日本岐阜的新基板工厂预计将在2025年底以25%的产能开始运营，最终在2026年3月达到50%的产能。
Price Action: Nvidia was trading slightly lower at $137.24 in overnight trading hours at 2:19 am ET.
价格走势：在凌晨2:19（东部时间），英伟达的交易价格略微下跌至137.24美元。
