英伟达的新客户：AI“国家队”

华尔街见闻06-10

在大型云公司购买需求可能降温的背景下，这些"自主AI"的新客户，或许将成为英伟达维持高增长的新杠杆。随着人工智能的快速发展，各国政府和国有企业正在加大对AI基础设施的投资。这一背景下，英伟达CEO黄仁勋近期“走遍全球”，在全球范围内积极拓展新的客户——将目标瞄准负责国家计算基础设施的政府机构和国企。在大型云公司购买需求可能降温的背景下，这些"自主AI"的新客户，或许将成为英伟达维持高增长的新杠杆。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

MOORE
06-10
MOORE
也没兔兔的事
MOORE
06-10
MOORE
咋没北极熊的事？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2442960178?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/240661a00deab3489177a867c650a81f","is_english":false,"pubTime":"2024-06-10 10:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2442960178","market":"us","top_or_hot":-1,"title":"英伟达的新客户：AI“国家队”","media":"华尔街见闻","content":"<div>\n<p>在大型云公司购买需求可能降温的背景下，这些\"自主AI\"的新客户，或许将成为英伟达维持高增长的新杠杆。随着人工智能的快速发展，各国政府和国有企业正在加大对AI基础设施的投资。这一背景下，英伟达CEO黄仁勋近期“走遍全球”，在全球范围内积极拓展新的客户——将目标瞄准负责国家计算基础设施的政府机构和国企。在大型云公司购买需求可能降温的背景下，这些\"自主AI\"的新客户，或许将成为英伟达维持高增长的新杠杆。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716866\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达的新客户：AI“国家队”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达的新客户：AI“国家队”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-10 10:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3716866><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在大型云公司购买需求可能降温的背景下，这些\"自主AI\"的新客户，或许将成为英伟达维持高增长的新杠杆。随着人工智能的快速发展，各国政府和国有企业正在加大对AI基础设施的投资。这一背景下，英伟达CEO黄仁勋近期“走遍全球”，在全球范围内积极拓展新的客户——将目标瞄准负责国家计算基础设施的政府机构和国企。在大型云公司购买需求可能降温的背景下，这些\"自主AI\"的新客户，或许将成为英伟达维持高增长的新杠杆。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716866\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFSS7M15.SGD","symbol_name":"Janus Henderson Balanced A Acc SGD-H","start_time":0,"source_url":"https://wallstreetcn.com/articles/3716866","article_id":"2442960178","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/240661a00deab3489177a867c650a81f"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3716866","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2442960178","pubTimestamp":1717985144,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"在大型云公司购买需求可能降温的背景下，这些\"自主AI\"的新客户，或许将成为英伟达维持高增长的新杠杆。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4592":"伊斯兰概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4548":"巴美列捷福持仓","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4549":"软银资本持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","LU0080751232.USD":"富达环球多元动力基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4587":"ChatGPT概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4503":"景林资产持仓","LU0109392836.USD":"富兰克林科技股A","LU0056508442.USD":"贝莱德世界科技基金A2","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4579":"人工智能","NVDA":"英伟达","BK4588":"碎股","BK4527":"明星科技股","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4554":"元宇宙及AR概念"},"translate_title":"Nvidia's new customer: AI \"national team\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4f5874c413a93ef4d8d357a9eae0e9b4","symbols_score_info":{"NVDA":1},"content_text":"在大型云公司购买需求可能降温的背景下，这些\"自主AI\"的新客户，或许将成为英伟达维持高增长的新杠杆。随着人工智能的快速发展，各国政府和国有企业正在加大对AI基础设施的投资。这一背景下，英伟达CEO黄仁勋近期“走遍全球”，在全球范围内积极拓展新的客户——将目标瞄准负责国家计算基础设施的政府机构和国企。在大型云公司购买需求可能降温的背景下，这些\"自主AI\"的新客户，或许将成为英伟达维持高增长的新杠杆。上个月，Nvidia表示，各国国家级人工智能项目今年预计将为公司带来近100亿美元营收，而去年这一数字几乎为零。该公司财报显示，英伟达一季度总营收达到260亿美元，其中近一半来自大型云计算公司。英伟达的新客户：AI“国家队”近期，Nvidia首席执行官黄仁勋“走遍全球”，推动政府、国有电信和公用事业公司投资人工智能，这些公司通常负责国家计算基础设施。去年9月，黄仁勋拜访了印度总理纳伦德拉·莫迪，随后在12月与新加坡和日本总理会面，今年初，黄仁勋还会面了阿联酋和加拿大的官员。黄仁勋在迪拜的一次演讲中对听众说：“你们拥有自己的数据。因此，你必须利用这些数据，完善这些数据，并建立自己的国家情报。你不能让其他人来做这件事。”在国家级人工智能投资方面，新加坡是最大的投资者之一，该国的国家超级计算中心正在升级至Nvidia最新的人工智能芯片，国有电信公司新加坡电信正与Nvidia合作扩大其在东南亚的数据中心规模。此外，新加坡还推动了一个基于东南亚语言的大型语言模型训练项目。加拿大和日本也在进行重大项目投资。上个月，加拿大承诺向该国初创企业和研究人员提供15亿美元资金，作为其自主计算战略的一部分；在黄仁勋访问日本后，日本则宣布将投资约7.4亿美元，以增强该国人工智能计算能力。类似的推动活动也在欧洲展开，例如，法国、意大利的电信公司正在使用Nvidia的芯片建设人工智能超级计算机，以开发本地语言的大型语言模型。上个月，法国总统埃马纽埃尔·马克龙呼吁欧洲建立公私伙伴关系，购买更多图形处理单元（GPU），目标是到2030年或2035年将其在全球部署的芯片份额从目前的3%提高到20%。非洲国家亦有动作。上个月，肯尼亚与微软和阿联酋支持的人工智能公司 G42 签署协议，在该国建造一个价值10亿美元的数据中心，并利用该国的地热能直接训练斯瓦希里语和英语模型。创造更高收入的新杠杆？分析师们表示，对于Nvidia来说，如果其核心科技公司客户（如微软、亚马逊和谷歌母公司Alphabet）的购买需求降温，那么全球各国对于“自主计算”的自豪感可能带来新动力。尽管该公司的销售增长在最近几个季度有所放缓，但分析师预测其收入将继续增长。CFRA Research 分析师 Angelo Zino 表示：“云计算巨头的销售增长轨迹‘显然是无法持续的’，但 Nvidia 可以通过其他方式继续从人工智能热潮中获利。问题是，如何才能保持这种势头？（各国）自主人工智能是创造更高收入的新杠杆。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":315278658035952,"gmtCreate":1718003162293,"gmtModify":1718003164043,"author":{"id":"75559616907264","authorId":"75559616907264","name":"MOORE","avatar":"https://static.laohu8.com/c20c93f389a475a0a37740b191cda852","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"75559616907264","authorIdStr":"75559616907264"},"htmlText":"也没兔兔的事","listText":"也没兔兔的事","text":"也没兔兔的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315278658035952","repostId":2442960178,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":315277995917616,"gmtCreate":1718003140707,"gmtModify":1718003142750,"author":{"id":"75559616907264","authorId":"75559616907264","name":"MOORE","avatar":"https://static.laohu8.com/c20c93f389a475a0a37740b191cda852","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"75559616907264","authorIdStr":"75559616907264"},"htmlText":"咋没北极熊的事？","listText":"咋没北极熊的事？","text":"咋没北极熊的事？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315277995917616","repostId":2442960178,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2442960178"}