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 $10 Trillion Valuation As Blackwell Expected To Propel Chip Maker With 'Fireworks Again' In 2025, Analyst Predicts
Kindig emphasized that Nvidia's growth trajectory will become clearer once Wall Street revises fiscal estimates upward. She predicts that the release of Blackwell's shipping volume figures in 2025 will be a pivotal moment for the company.$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.
$英偉達 (NVDA.US)$ 據I/O基金首席技術分析師貝絲·金迪格稱，預計將達到10萬億美元估值。金迪格強調了英偉達下一代人工智能芯片黑韋爾的潛力。
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.
金迪格認爲，儘管近期投資者對英偉達的估值和生產延遲有所擔憂，但Blackwell芯片將大大提升公司價值。金迪格在週四接受雅虎財經採訪時說到這一點。
Nvidia shares dropped over 6% on Thursday after narrowly beating second-quarter earnings expectations.
英偉達股票週四下跌逾6%，儘管幾乎實現了第二季度盈利預期。
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.
金迪格強調，華爾街上調財務預期後，英偉達的增長軌跡將變得更加清晰。她預測Blackwell的發貨量數據將在2025年成爲該公司的關鍵時刻。
"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."
金迪格說：「那將是焰火，絕對是終極的焰火。Blackwell的終極焰火將在第一季度到來，那是第二季度的指導。」她補充說：「明年初將再次點燃英偉達的火花，我們將爲那1萬億美元設定目標。」
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.
英偉達的Blackwell芯片引起了廣泛關注。最近，Wedbush分析師丹·艾夫斯將英偉達在市場的主導地位與勒布朗·詹姆斯早期的職業生涯進行了比較，強調了該公司的長期增長潛力。
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，英偉達爲保持在人工智能芯片領域的領先地位，正在開發更大、更復雜的處理器。正如分析師們所指出的，這些新芯片幾乎是前代芯片的兩倍大小，並搭載了2.6倍多的晶體管，這導致了重大的製造挑戰，並影響了利潤率。
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.
儘管面臨種種困難，對英偉達人工智能芯片的需求依然強勁。摩根大通分析師哈蘭·蘇爾指出，即使Blackwell的生產存在輕微延遲，也不會減弱雲服務提供商對人工智能的關注。蘇爾補充說，對Blackwell的需求在2025年中期之前至少將超過供應。
Additionally, the market is evolving beyond the "Magnificent 7" stocks, which include Nvidia, according to Piper Sandler analyst Craig Johnson.
此外，市場正發展超越「科技七巨頭」股票，其中包括英偉達，根據摩根大通分析師Craig Johnson的說法。
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.
股價走勢：英偉達股票週五收盤價爲119.37美元，單日上漲1.51%。盤後交易中，股票略微下跌0.12%。截至目前，據財經網站Benzinga Pro的數據，英偉達股票年初至今已飆升147.81%。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
這個故事是使用Benzinga Neuro生成的，並由Kaustubh Bagalkote編輯