Nvidia Earnings Show AI Is a Long Game
Nvidia Earnings Show AI Is a Long Game
英伟达收入显示人工智能是一场长期的游戏
Investors were disappointed at Nvidia's earnings that showed an underwhelming forecast and news of production snags with Blackwell chips. While it was a change from the blowout earnings results investors have become accustomed to, Ayako Yoshioka, portfolio manager at Wealth Enhancement Group, says the results do show that we are in the early innings of AI deployment.
投资者对英伟达的盈利报告感到失望,报告显示预测不佳,并有关于Blackwell芯片生产问题的消息。虽然这与投资者已经习惯的暴利盈利结果有所不同,但Wealth Enhancement Group的投资组合经理Ayako Yoshioka表示,这些结果确实表明我们现在还处于AI部署的初期阶段。