包括微软、Meta、谷歌和亚马逊在内的公司正在大量购买英伟达的GPU，以便为其先进的人工智能工作构建越来越大的计算机集群。这些公司都将在10月底之前公布季度业绩。
Nvidia's stock price closed to another record high on Monday, reaching a market capitalization of 3.39 trillion US dollars, making it the second-largest listed company in the US after Apple (3.52 trillion US dollars). Wall Street is currently preparing for earnings season, and all of the chipmaker's top customers will update their planned spending on AI infrastructure.
Nvidia shares rose 2.4% on the same day to close at $138.07, surpassing the all-time high of $135.58 set on June 18. Since this year, Nvidia's stock price has risen nearly 180%, and has soared more than 9 times since the beginning of 2023.
Nvidia is widely regarded as the company selling picks and shovels in the AI gold rush, and has been the biggest beneficiary of the AI boom. The company's graphics processing units (GPUs) are used to create and deploy advanced artificial intelligence models to support ChatGPT and similar applications.
Companies including Microsoft, Meta, Google, and Amazon are buying Nvidia GPUs in large numbers to build increasingly larger computer clusters for their advanced artificial intelligence jobs. All of these companies will announce quarterly results by the end of October.
Analysts at Mizuho said that Nvidia accounts for a large portion of the billions or even tens of billions of dollars that top technology companies spend on artificial intelligence construction every year, and the company controls about 95% of the AI training and inference chip market.
Nvidia's revenue has more than doubled in each of the past five quarters, three of which have at least tripled. According to LSEG data, growth is expected to slow moderately for the rest of the year. Analysts expect revenue for the fiscal quarter ending October to grow by about 82% to $32.9 billion.
Nvidia CEO Hwang In-hoon recently said that demand for Blackwell, the next-generation artificial intelligence GPU, is “crazy,” and the new product is expected to bring in billions of dollars in revenue in the fourth quarter.
