在最新的回檔之後，有4個原因可以大量買入Nvidia股票

1. Blackwell即將推出
Nvidia首席財務官Colette Kress在公司的Q2業績會中表示，Blackwell平台將在財政2025年第四季度開始加快生產。她補充說，Nvidia預計Blackwell將在Q4產生“幾十億美元”的營業收入。 Kress提到需求超過供應的趨勢將延續至明年。

首席執行官Jensen Huang澄清，Nvidia將在第四季度開始運送Blackwell。他讚揚Blackwell的能力並堅稱它將“成為行業的完全改變者”。Huang強調，Blackwell不僅僅是一個圖形處理單元（GPU）;它是“一個人工智能基礎設施平台”，比Nvidia的Hopper平台提供3倍到5倍的人工智能吞吐量。

儘管在Q2中未能達到“傳聞”中的盈利目標，超過了華爾街的官方估計數字，但一旦Blackwell推出，我相信這些疑慮將很快消失。

2. 總值1兆美元的數據中心遷移
要牢記Blackwell和即將推出的創新對Nvidia的成功至關重要。從CPU到GPU的大規模數據中心遷移正在進行中。正如Huang在Q2會議中所說，幾年內總值1兆美元的數據中心將全部採用加速計算。在過去，數據中心中沒有GPU，只有CPU。未來，每個數據中心都將配備GPU。

不過，不要把這看作是Nvidia遙遠的機遇。Huang指出，該公司預計明年其數據中心業務將“大幅增長”。

3. 下一代生成式人工智能已在指尖
One reason why data centers need powerful gpu芯片-云计算 is that the next generation of generative 人工智能 is at hand. According to Huang, "The world of human-engineered 軟體 is moving to generative 人工智能 軟體." He noted that 英偉達 is already using generative 人工智能 coding "quite extensively."

But while the use of generative 人工智能 in coding, chatbots, and image generation is accelerating, Huang argues that's "just the tip of the iceberg." He mentioned several 其他 areas that generative 人工智能 is transforming, including ad targeting, large-scale recommender systems, 機器人, and search systems.

Importantly, training next-generation 人工智能 models will require 10 times to 20 times more computing power. This creates a huge growth 市值 for 英偉達, one the 公司 is capitalizing on.

4. 英偉達 plans to 買入 its shares hand over fist
There's at least one 其他 reason to 買入 英偉達 stock after the recent pullback: The company plans to 買入 its shares hand over fist. 英偉達's board of directors approved a $500億 stock-buyback authorization. This comes on top of the $75億 remaining on the existing share-repurchase authorization.

Sure, the total amount of authorized-stock buybacks represents less than 2% of 英偉達's 市值. However, the increased authorization underscores that the board believes in the company's future growth prospects. With 英偉達 prepared to bet another $500億 on itself, it could give investors putting up much less money to buy the stock with more confidence in their decision.