Nvidia Earnings Show AI Is a Long Game
Nvidia Earnings Show AI Is a Long Game
英偉達收入顯示人工智能是一場長期的遊戲
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.
投資者對英偉達的盈利報告感到失望,報告顯示預測不佳,並有關於Blackwell芯片生產問題的消息。雖然這與投資者已經習慣的暴利盈利結果有所不同,但Wealth Enhancement Group的投資組合經理Ayako Yoshioka表示,這些結果確實表明我們現在還處於AI部署的初期階段。