音乐季
2023-09-07
赶紧确认，哥做空
$英伟达(NVDA)$
好久了
“英伟达造假论”在外网炸锅了！Coreweave是何方神圣？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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jhdxr
2023-09-07
jhdxr
不太可能，A100和H100现在全世界范围内是真的难买，有钱也要等半年
音乐季
:
别说半年了，明年全年的销量都撑不起它现在的估值
什么也没有了～
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</p><p style=\"text-align: justify;\"><strong>先说结论，造谣的人不懂颗数。也不懂财务确认准则！</strong></p><p style=\"text-align: justify;\"><strong>不过也反应出一个道理，英伟达确实涨的很高了，股评家纷纷出来冒头造谣了。</strong></p><p style=\"text-align: justify;\"><strong>所有人都在问Coreweave何方神圣？它如何影响英伟达？ </strong></p><h2 id=\"id_1331206905\" style=\"text-align: start;\"> Coreweave何方神圣？</h2><p style=\"text-align: justify;\">一言以蔽之，coreweave是英伟达的基友公司！渊源始于挖矿！</p><p style=\"text-align: justify;\">CoreWeave 初始主要经营以太坊加密货币挖矿，2018 年成为北美最大的以太坊矿工！当时的CoreWeave就已经部署了超过50000个GPU，代表了以太坊网络的1%以上。</p><p style=\"text-align: justify;\">后来2021年大家都知道的，比特币崩盘！POS 挖矿被POE取代，相应屯矿机的人都在大甩卖！</p><p style=\"text-align: justify;\">早在2019 年，CoreWeave 的创始人们觉得挖矿这做起来太没有壁垒，零售 GPU 和企业级 GPU 有很大的套利空间，开始采购企业级芯片，包括 A100，花了 4 年搭建云平台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98d1cf5127dda74cd1b81ba97b8e9654\" tg-width=\"640\" tg-height=\"537\"/></p><p style=\"text-align: justify;\">CoreWeave的人现在改行 做云租赁啦，而且和北美业内人士聊，他们说这家得到英伟达的优先支持仅次于甲骨文的OCI 和微软Azure云都是一个梯队的！</p><p style=\"text-align: justify;\"><strong>因为CoreWeave优先拿到了一些卡订单，twtter上的人就怀疑它和英伟达一窝？这好像逻辑有点问题。</strong></p><p style=\"text-align: justify;\"><strong>首先，它有多少钱？</strong></p><ul style=\"list-style-type: none;\"><li><p>由 Magnetar 和 Blackstone 牵头，Coatue、DigitalBridge Credit 以及 BlackRock、PIMCO 和 Carlyle 管理的基金和账户战略参与的债务融资机构</p></li><li><p>提供资金购买计算服务客户，同时加强人才基础</p></li></ul><p style=\"text-align: justify;\">在 5 月 31 日，CoreWeave才刚完成 2.21 亿美元的B轮融资。 公司之前真的没有什么账面资金！</p><p style=\"text-align: justify;\">8月以前， 一个自有资本3.71亿美金的公司，它怎么和英伟达联合操作收入呢？大家都知道英伟达单二季度数据中心业务收入103亿美金。</p><p style=\"text-align: justify;\"><strong>质疑CoreWeave 之前和英伟达做局，这肯定不靠谱！现金和收入体量在那里。22年收入才3000w美金，今年全年预测也就才5亿美金，在手合同20亿美金！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d4b20cb67989813c0745bfb06d306f8\" tg-width=\"640\" tg-height=\"841\"/></p><p> 数据来源：募资说明书</p><p style=\"text-align: justify;\"><strong>网友应该是不相信一个不到200人公司，凭什么能得到对应16亿美金数据中心的H100？凭什么英伟达要投资这家公司，优先支持？肯定有问题！</strong></p><p style=\"text-align: justify;\">美通社报道CoreWeave宣布在德克萨斯州普莱诺建造一个耗资 16 亿美元的新数据中心，这是该公司继续积极扩大其容量和基础设施覆盖范围的里程碑。该公司预计到 2023 年底将拥有 14 个数据中心。 </p><p style=\"text-align: justify;\"><strong>后续质疑升级了，连微软和Inflection一并怀疑了！</strong></p><p style=\"text-align: justify;\">8月底为了确保足够的 GPU 容量，微软已与 Nvidia支持的公司 CoreWeave签署了一项协议。展望未来，该公司计划增加资本支出，以支付必要的数据中心、中央处理器、网络硬件和 GPU 的费用。微软也从CoreWeave那里拿算力集群。持续几年合计几十亿美金合同。</p><p style=\"text-align: justify;\"><strong>Inflection一同被质疑，也是因为它也给了CoreWeave下了订单！而Inflection 同时吸纳了英伟达和微软的投资。</strong></p><p style=\"text-align: justify;\"><strong>即使它是最出名的大模型初创公司之一，也被扣上做局的帽子。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4066c21937bf32dc48ac7f824d11bdde\" tg-width=\"640\" tg-height=\"261\"/></p><p>Coreweave 的确和英伟达走得很近！以至于有人不相信它的能力，虽然公司转型说的很清楚“挖矿算力阶段我们基础设施就很牛”“单是为了构建一个现代化的云平台、进行基础设施编排并真正成为云服务提供商，我们花了大约 4 年时间开发软件”。</p><p style=\"text-align: justify;\">它说H100稀缺，订单要到明年2季度交付。</p><p style=\"text-align: justify;\">“ 客户要求为他们建造一个4000 GPU的集群，得等到明年第一季度，而且现在越来越倾向于第二季度，因为第一季度现在开始被预订了。”</p><p style=\"text-align: justify;\"><strong>找了很多资料，也没证据指向英伟达 Coreweave 到底怎么做局？唯一被人诟病就是英伟达在产能奇缺的时候特别支持了自己投资的公司！</strong></p><p style=\"text-align: justify;\"><strong>针对twitter上面的攻击，华尔街分析师已经有人第一时间站出来了。这件事情本身只说明一点，英伟达目前多空博弈很厉害！</strong></p><p style=\"text-align: justify;\"><strong>各种声音都有！</strong></p><p style=\"text-align: justify;\">By Wallace Witkowski </p><p style=\"text-align: justify;\">Bernstein analyst can't believe he has to debunk conspiracy theories: 'And yet, here we are...' </p><p style=\"text-align: justify;\">Nvidia Corp.'s revenue doubled while its cost of goods barely crept up, so there must be something fishy, right? A company is using their Nvidia graphics processing chips as collateral for billions in loans -- that doesn't sound right, does it? </p><p style=\"text-align: justify;\">As Nvidia (NVDA) shares fell 3.1% to close at $470.61 on Wednesday, Bernstein analyst Stacy Rasgon must have been hearing from clients all day who were worried after reading the most recent conspiracy theory on why Nvidia's 222% year-to-date stock gain must somehow be fixed. </p><p style=\"text-align: justify;\">"Recently there have been a couple of Nvidia short theses circulating widely on social media," Rasgon wrote in a note titled "Please don't get your investment thesis from Twitter randos." </p><p style=\"text-align: justify;\">"They are, for the most part, puerile," he said, adding that clients keep asking about them, and whether or not they could be moving the stock. "Hence we (very grudgingly) write this note today." </p><p style=\"text-align: justify;\">Rasgon has an outperform rating on Nvidia's stock and a $675 price target. Of the 51 analysts who cover Nvidia, 47 have buy ratings, and four have hold ratings, with an average target price of $649.22, according to FactSet. </p><p style=\"text-align: justify;\">The first "thesis" Rasgon shot down was that while Nvidia's revenue more than doubled from a year ago, their cost of goods sold crept up only 7%, "hence something must be 'wrong.'" Nvidia's data-center sales topped Wall Street expectations by more than $2 billion, while the company's revenue forecast for the third quarter was more than $3 billion higher than expected. </p><p style=\"text-align: justify;\">"This is nonsense," Rasgon wrote. The analyst explained that Nvidia took $1.34 billion in charges that included about $1.22 billion in inventory reserves and that "ran through COGS in the year-ago quarter," when it appeared Nvidia was melting down. </p><p style=\"text-align: justify;\">Looking closer, Rasgon said that when those charges were excluded, COGS actually increased by about 70% in the second quarter from a year ago, which was "entirely normal" given the year-over-year strength in data-center sales. </p><p style=\"text-align: justify;\">Also read: Intel gets surprise data-center tailwind as it looks toward 'meaningful' AI growth next year </p><p style=\"text-align: justify;\">The second "thesis" concerned GPU cloud vendor Coreweave Inc., which recently listed its Nvidia AI chips as collateral in financing $2.3 billion in debt led by Blackstone Inc. (BX) and Magnetar Capital. </p><p style=\"text-align: justify;\">Since Nvidia is an investor in Coreweave, Rasgon said "internet innuendo has effectively implied Nvidia used this to stuff the channel (pointing to it as driving their data-center beat in the quarter) as well as accusing Nvidia of other nefarious intents given their investment in Coreweave." </p><p style=\"text-align: justify;\">For more: AMD CEO Lisa Su says interest in new AI chip is translating into sales </p><p style=\"text-align: justify;\">"Beyond somewhat hilariously confusing 'Blackstone' with 'Blackrock' during the process, this is also nonsense," Rasgon wrote. "Nvidia did not need help from Coreweave (or anyone) to juice the quarter (their products are all on allocation), and the debt facility was announced Aug. 3 (after the quarter was completed) with the release suggesting deployment has likely not happened yet." </p><p style=\"text-align: justify;\">Rasgon noted that Nvidia not only invests in Coreweave but other AI startups like Hugging Face Inc., Activ Surgical Inc., AI21 Labs Ltd., Skydio Inc., and Superluminal Medicines Inc. </p><p style=\"text-align: justify;\">"And as companies like Coreweave build businesses based on Nvidia GPUs, it is in Nvidia's interest to see them succeed given their presence offers a counter to the threat of bigger [cloud service providers] developing their own internal AI offerings," Rasgon said.</p><blockquote><p style=\"text-align: justify;\"><strong>以下为ChatGPT翻译：</strong></p><p style=\"text-align: justify;\">由华尔士·维特科夫斯基（Wallace Witkowski）撰写</p><p style=\"text-align: justify;\">伯恩斯坦分析师无法相信自己不得不驳斥阴谋论：“然而，事实却是如此…”</p><p style=\"text-align: justify;\">尽管英伟达（NVDA）的收入翻了一番，但成本几乎没有增长，<strong>所以一定有什么可疑之处</strong>，对吧？一家公司正在将他们的英伟达图形处理芯片作为数十亿美元贷款的抵押品——这听起来不对劲，对吧？</p><p style=\"text-align: justify;\">随着英伟达股价在周三下跌3.1%，收盘价为470.61美元，伯恩斯坦分析师斯泰西·拉斯贡（Stacy Rasgon）整天都在收到客户对英伟达担忧的电话，因为他们阅读了关于为什么英伟达今年迄今为止的股价上涨了222%，肯定存在问题的最新阴谋论。</p><p style=\"text-align: justify;\">"最近社交媒体上流传着一些关于英伟达的做空论点，"拉斯贡在一份名为"请不要从Twitter随便看投资论点"的报告中写道。</p><p style=\"text-align: justify;\">"它们在很大程度上是幼稚的，"他说，并补充说，客户一直在询问这些论点，以及它们是否可能影响股价。"因此，我们（非常不情愿地）今天写了这份报告。"</p><p style=\"text-align: justify;\">拉斯贡对英伟达的股票给予了跑赢市场评级，目标价为675美元。根据FactSet的数据，覆盖英伟达的51位分析师中，有47位给予买入评级，4位给予持有评级，平均目标价为649.22美元。</p><p style=\"text-align: justify;\">拉斯贡首先驳斥的"论点"是，<strong>虽然英伟达的收入与一年前相比翻了一番，但他们的销售成本仅增长了7%</strong>，"因此一定有什么'问题'。"英伟达的数据中心销售超过了华尔街预期超过20亿美元，而该公司对第三季度的收入预测比预期高30多亿美元。</p><p style=\"text-align: justify;\">"这纯属无稽之谈，"拉斯贡写道。分析师解释说，<strong>英伟达的费用中包括了大约12.2亿美元的库存准备金，这在一年前的季度"算进了销售成本"，</strong>当时英伟达看起来正在逐渐崩溃。</p><p style=\"text-align: justify;\">拉斯贡说，<strong>当排除这些费用时，与一年前相比，第二季度的销售成本实际上增加了约70%</strong>，这是"完全正常的"，考虑到数据中心销售的年度增长。也可阅读：英特尔在展望明年的"有意义的"人工智能增长时，意外获得了数据中心的顺风耳语</p><p style=\"text-align: justify;\">第二个"论点"<strong>涉及GPU 云供应商Coreweave Inc</strong>.，该公司最近将其英伟达H100芯片列为由 Blackstone Inc.（BX）和 Magnetar Capital 领导的23亿美元债务的抵押品。</p><p style=\"text-align: justify;\">由于英伟达是 Coreweave 的投资者，拉斯贡表示，"互联网流言蜚语实际上已经暗示英伟达利用了这一点来推动市场发展（将其指向在该季度推动数据中心增长），并指责英伟达因其对 Coreweave 的投资而怀有其他邪恶意图。"</p><p style=\"text-align: justify;\">关于这一点，拉斯贡写道："除了在过程中有点滑稽地将'Blackstone'与'Blackrock'混淆之外，这也是胡说八道<strong>。英伟达不需要来自 Coreweave（或任何人）的帮助来刺激该季度的销量（他们的产品都已经分配出去了），</strong>而且这项债务协议是在8月3日宣布的（在季度完成后），发行方暗示部署可能尚未发生。"</p><p style=\"text-align: justify;\">拉斯贡指出，英伟达不仅投资于 Coreweave，还投资于其他人工智能初创公司，如 Hugging Face Inc.、Activ Surgical Inc.、AI21 Labs Ltd.、Skydio Inc. 和 Superluminal Medicines Inc.。</p><p style=\"text-align: justify;\">"而且，正如 Coreweave 等公司以英伟达的GPU为基础构建业务一样，对于英伟达来说，见证它们的成功符合其利益，因为它们的存在对抗了更大的云服务提供商内部开发其自己的人工智能产品的威胁，"拉斯贡说。</p></blockquote></body></html>","source":"lsy1694095314608","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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“英伟达造假论”在外网炸锅了！Coreweave是何方神圣？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 22:01 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzU5NjY2MTcyNg==&mid=2247485952&idx=1&sn=fe0548d75b55be726de96b401aa1cafc&chksm=fe5e0eb1c92987a769ec6f8c7324df19df03110303f8c29360a06097e5471737468d4ad729ef&mpshare=1&scene=23&srcid=0907puYZvFbjoC94TKeHfy2Q&sharer_shareinfo=c003e5211409d54b182ffc6281a3d81b&sharer_shareinfo_first=c003e5211409d54b182ffc6281a3d81b#rd><strong>小熊跑的快</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天一个图问麻了！以下内容为ChatGPT翻译：哇，如果属实，这将是一件轰动的大事件。有一个让人难以置信的理论在 X/Twitter 上越来越受到关注，认为英伟达今年的惊人表现是通过向虚假且不存在的客户出售假GPU来推动的。一些人猜测，一个名为#Coreweave 的人工智能科技公司已经从英伟达那里下了数十亿美元的订单。不过，有一个重要的警告 - Coreweave可能甚至都不是一家真正的公司！...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU5NjY2MTcyNg==&mid=2247485952&idx=1&sn=fe0548d75b55be726de96b401aa1cafc&chksm=fe5e0eb1c92987a769ec6f8c7324df19df03110303f8c29360a06097e5471737468d4ad729ef&mpshare=1&scene=23&srcid=0907puYZvFbjoC94TKeHfy2Q&sharer_shareinfo=c003e5211409d54b182ffc6281a3d81b&sharer_shareinfo_first=c003e5211409d54b182ffc6281a3d81b#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU5NjY2MTcyNg==&mid=2247485952&idx=1&sn=fe0548d75b55be726de96b401aa1cafc&chksm=fe5e0eb1c92987a769ec6f8c7324df19df03110303f8c29360a06097e5471737468d4ad729ef&mpshare=1&scene=23&srcid=0907puYZvFbjoC94TKeHfy2Q&sharer_shareinfo=c003e5211409d54b182ffc6281a3d81b&sharer_shareinfo_first=c003e5211409d54b182ffc6281a3d81b#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171166825","content_text":"今天一个图问麻了！以下内容为ChatGPT翻译：哇，如果属实，这将是一件轰动的大事件。有一个让人难以置信的理论在 X/Twitter 上越来越受到关注，认为英伟达今年的惊人表现是通过向虚假且不存在的客户出售假GPU来推动的。一些人猜测，一个名为#Coreweave 的人工智能科技公司已经从英伟达那里下了数十亿美元的订单。不过，有一个重要的警告 - Coreweave可能甚至都不是一家真正的公司！！ ????????相反，Coreweave 实际上是由英伟达和 Blackrock 创建和支持的空壳公司，而 Blackrock 是 Nvidia 的最大股东。一些人已经开始将这个事件与最近的 FTX 金字塔骗局惨败进行类比，导致了这家加密公司的崩溃。这样的骗局可能会拖垮整个市场。记住，没有火就不会有烟。“一家名为#Coreweave的人工智能科技公司已经从英伟达获得了价值数十亿美元的订单。总结为一个警告--Coreweave甚至可能不是一家真正的公司！一家壳公司，由Nvidia和BlackRock创建和支持，后者是NVIDIA的最大股东。有些人已经开始做类似的事情了”反正今天t witter 有人说英伟达 和一些大厂做局，有微软，有aws，还包括inflection，全球排名第三的初创大模型公司。说这些厂给英伟达下了较多订单，这些订单都有问题，是为了配合英伟达做收入！???? 先说结论，造谣的人不懂颗数。也不懂财务确认准则！不过也反应出一个道理，英伟达确实涨的很高了，股评家纷纷出来冒头造谣了。所有人都在问Coreweave何方神圣？它如何影响英伟达？ Coreweave何方神圣？一言以蔽之，coreweave是英伟达的基友公司！渊源始于挖矿！CoreWeave 初始主要经营以太坊加密货币挖矿，2018 年成为北美最大的以太坊矿工！当时的CoreWeave就已经部署了超过50000个GPU，代表了以太坊网络的1%以上。后来2021年大家都知道的，比特币崩盘！POS 挖矿被POE取代，相应屯矿机的人都在大甩卖！早在2019 年，CoreWeave 的创始人们觉得挖矿这做起来太没有壁垒，零售 GPU 和企业级 GPU 有很大的套利空间，开始采购企业级芯片，包括 A100，花了 4 年搭建云平台。CoreWeave的人现在改行 做云租赁啦，而且和北美业内人士聊，他们说这家得到英伟达的优先支持仅次于甲骨文的OCI 和微软Azure云都是一个梯队的！因为CoreWeave优先拿到了一些卡订单，twtter上的人就怀疑它和英伟达一窝？这好像逻辑有点问题。首先，它有多少钱？由 Magnetar 和 Blackstone 牵头，Coatue、DigitalBridge Credit 以及 BlackRock、PIMCO 和 Carlyle 管理的基金和账户战略参与的债务融资机构提供资金购买计算服务客户，同时加强人才基础在 5 月 31 日，CoreWeave才刚完成 2.21 亿美元的B轮融资。 公司之前真的没有什么账面资金！8月以前， 一个自有资本3.71亿美金的公司，它怎么和英伟达联合操作收入呢？大家都知道英伟达单二季度数据中心业务收入103亿美金。质疑CoreWeave 之前和英伟达做局，这肯定不靠谱！现金和收入体量在那里。22年收入才3000w美金，今年全年预测也就才5亿美金，在手合同20亿美金！ 数据来源：募资说明书网友应该是不相信一个不到200人公司，凭什么能得到对应16亿美金数据中心的H100？凭什么英伟达要投资这家公司，优先支持？肯定有问题！美通社报道CoreWeave宣布在德克萨斯州普莱诺建造一个耗资 16 亿美元的新数据中心，这是该公司继续积极扩大其容量和基础设施覆盖范围的里程碑。该公司预计到 2023 年底将拥有 14 个数据中心。 后续质疑升级了，连微软和Inflection一并怀疑了！8月底为了确保足够的 GPU 容量，微软已与 Nvidia支持的公司 CoreWeave签署了一项协议。展望未来，该公司计划增加资本支出，以支付必要的数据中心、中央处理器、网络硬件和 GPU 的费用。微软也从CoreWeave那里拿算力集群。持续几年合计几十亿美金合同。Inflection一同被质疑，也是因为它也给了CoreWeave下了订单！而Inflection 同时吸纳了英伟达和微软的投资。即使它是最出名的大模型初创公司之一，也被扣上做局的帽子。Coreweave 的确和英伟达走得很近！以至于有人不相信它的能力，虽然公司转型说的很清楚“挖矿算力阶段我们基础设施就很牛”“单是为了构建一个现代化的云平台、进行基础设施编排并真正成为云服务提供商，我们花了大约 4 年时间开发软件”。它说H100稀缺，订单要到明年2季度交付。“ 客户要求为他们建造一个4000 GPU的集群，得等到明年第一季度，而且现在越来越倾向于第二季度，因为第一季度现在开始被预订了。”找了很多资料，也没证据指向英伟达 Coreweave 到底怎么做局？唯一被人诟病就是英伟达在产能奇缺的时候特别支持了自己投资的公司！针对twitter上面的攻击，华尔街分析师已经有人第一时间站出来了。这件事情本身只说明一点，英伟达目前多空博弈很厉害！各种声音都有！By Wallace Witkowski Bernstein analyst can't believe he has to debunk conspiracy theories: 'And yet, here we are...' Nvidia Corp.'s revenue doubled while its cost of goods barely crept up, so there must be something fishy, right? A company is using their Nvidia graphics processing chips as collateral for billions in loans -- that doesn't sound right, does it? As Nvidia (NVDA) shares fell 3.1% to close at $470.61 on Wednesday, Bernstein analyst Stacy Rasgon must have been hearing from clients all day who were worried after reading the most recent conspiracy theory on why Nvidia's 222% year-to-date stock gain must somehow be fixed. \"Recently there have been a couple of Nvidia short theses circulating widely on social media,\" Rasgon wrote in a note titled \"Please don't get your investment thesis from Twitter randos.\" \"They are, for the most part, puerile,\" he said, adding that clients keep asking about them, and whether or not they could be moving the stock. \"Hence we (very grudgingly) write this note today.\" Rasgon has an outperform rating on Nvidia's stock and a $675 price target. Of the 51 analysts who cover Nvidia, 47 have buy ratings, and four have hold ratings, with an average target price of $649.22, according to FactSet. The first \"thesis\" Rasgon shot down was that while Nvidia's revenue more than doubled from a year ago, their cost of goods sold crept up only 7%, \"hence something must be 'wrong.'\" Nvidia's data-center sales topped Wall Street expectations by more than $2 billion, while the company's revenue forecast for the third quarter was more than $3 billion higher than expected. \"This is nonsense,\" Rasgon wrote. The analyst explained that Nvidia took $1.34 billion in charges that included about $1.22 billion in inventory reserves and that \"ran through COGS in the year-ago quarter,\" when it appeared Nvidia was melting down. Looking closer, Rasgon said that when those charges were excluded, COGS actually increased by about 70% in the second quarter from a year ago, which was \"entirely normal\" given the year-over-year strength in data-center sales. Also read: Intel gets surprise data-center tailwind as it looks toward 'meaningful' AI growth next year The second \"thesis\" concerned GPU cloud vendor Coreweave Inc., which recently listed its Nvidia AI chips as collateral in financing $2.3 billion in debt led by Blackstone Inc. (BX) and Magnetar Capital. Since Nvidia is an investor in Coreweave, Rasgon said \"internet innuendo has effectively implied Nvidia used this to stuff the channel (pointing to it as driving their data-center beat in the quarter) as well as accusing Nvidia of other nefarious intents given their investment in Coreweave.\" For more: AMD CEO Lisa Su says interest in new AI chip is translating into sales \"Beyond somewhat hilariously confusing 'Blackstone' with 'Blackrock' during the process, this is also nonsense,\" Rasgon wrote. \"Nvidia did not need help from Coreweave (or anyone) to juice the quarter (their products are all on allocation), and the debt facility was announced Aug. 3 (after the quarter was completed) with the release suggesting deployment has likely not happened yet.\" Rasgon noted that Nvidia not only invests in Coreweave but other AI startups like Hugging Face Inc., Activ Surgical Inc., AI21 Labs Ltd., Skydio Inc., and Superluminal Medicines Inc. \"And as companies like Coreweave build businesses based on Nvidia GPUs, it is in Nvidia's interest to see them succeed given their presence offers a counter to the threat of bigger [cloud service providers] developing their own internal AI offerings,\" Rasgon said.以下为ChatGPT翻译：由华尔士·维特科夫斯基（Wallace Witkowski）撰写伯恩斯坦分析师无法相信自己不得不驳斥阴谋论：“然而，事实却是如此…”尽管英伟达（NVDA）的收入翻了一番，但成本几乎没有增长，所以一定有什么可疑之处，对吧？一家公司正在将他们的英伟达图形处理芯片作为数十亿美元贷款的抵押品——这听起来不对劲，对吧？随着英伟达股价在周三下跌3.1%，收盘价为470.61美元，伯恩斯坦分析师斯泰西·拉斯贡（Stacy Rasgon）整天都在收到客户对英伟达担忧的电话，因为他们阅读了关于为什么英伟达今年迄今为止的股价上涨了222%，肯定存在问题的最新阴谋论。\"最近社交媒体上流传着一些关于英伟达的做空论点，\"拉斯贡在一份名为\"请不要从Twitter随便看投资论点\"的报告中写道。\"它们在很大程度上是幼稚的，\"他说，并补充说，客户一直在询问这些论点，以及它们是否可能影响股价。\"因此，我们（非常不情愿地）今天写了这份报告。\"拉斯贡对英伟达的股票给予了跑赢市场评级，目标价为675美元。根据FactSet的数据，覆盖英伟达的51位分析师中，有47位给予买入评级，4位给予持有评级，平均目标价为649.22美元。拉斯贡首先驳斥的\"论点\"是，虽然英伟达的收入与一年前相比翻了一番，但他们的销售成本仅增长了7%，\"因此一定有什么'问题'。\"英伟达的数据中心销售超过了华尔街预期超过20亿美元，而该公司对第三季度的收入预测比预期高30多亿美元。\"这纯属无稽之谈，\"拉斯贡写道。分析师解释说，英伟达的费用中包括了大约12.2亿美元的库存准备金，这在一年前的季度\"算进了销售成本\"，当时英伟达看起来正在逐渐崩溃。拉斯贡说，当排除这些费用时，与一年前相比，第二季度的销售成本实际上增加了约70%，这是\"完全正常的\"，考虑到数据中心销售的年度增长。也可阅读：英特尔在展望明年的\"有意义的\"人工智能增长时，意外获得了数据中心的顺风耳语第二个\"论点\"涉及GPU 云供应商Coreweave Inc.，该公司最近将其英伟达H100芯片列为由 Blackstone Inc.（BX）和 Magnetar Capital 领导的23亿美元债务的抵押品。由于英伟达是 Coreweave 的投资者，拉斯贡表示，\"互联网流言蜚语实际上已经暗示英伟达利用了这一点来推动市场发展（将其指向在该季度推动数据中心增长），并指责英伟达因其对 Coreweave 的投资而怀有其他邪恶意图。\"关于这一点，拉斯贡写道：\"除了在过程中有点滑稽地将'Blackstone'与'Blackrock'混淆之外，这也是胡说八道。英伟达不需要来自 Coreweave（或任何人）的帮助来刺激该季度的销量（他们的产品都已经分配出去了），而且这项债务协议是在8月3日宣布的（在季度完成后），发行方暗示部署可能尚未发生。\"拉斯贡指出，英伟达不仅投资于 Coreweave，还投资于其他人工智能初创公司，如 Hugging Face Inc.、Activ Surgical Inc.、AI21 Labs Ltd.、Skydio Inc. 和 Superluminal Medicines Inc.。\"而且，正如 Coreweave 等公司以英伟达的GPU为基础构建业务一样，对于英伟达来说，见证它们的成功符合其利益，因为它们的存在对抗了更大的云服务提供商内部开发其自己的人工智能产品的威胁，\"拉斯贡说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":816,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":35,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":8066956,"gmtCreate":1694096583898,"gmtModify":1694097349089,"authorId":4143193164711522,"author":{"id":4143193164711522,"authorId":4143193164711522,"name":"jhdxr","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":217382986408016,"type":1,"supId":0,"prevId":0,"content":"<p>不太可能，A100和H100现在全世界范围内是真的难买，有钱也要等半年</p>","text":"<p>不太可能，A100和H100现在全世界范围内是真的难买，有钱也要等半年</p>","html":"<p>不太可能，A100和H100现在全世界范围内是真的难买，有钱也要等半年</p>","likeSize":0,"commentSize":1,"subComments":[{"id":8067492,"gmtCreate":1694200156175,"gmtModify":1694200159826,"authorId":3522786571290906,"author":{"id":3522786571290906,"authorId":3522786571290906,"name":"音乐季","avatar":"https://static.tigerbbs.com/a32b68686cdb450affee35786728b3ef","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":217382986408016,"type":1,"supId":8066956,"prevId":0,"content":"别说半年了，明年全年的销量都撑不起它现在的估值","text":"别说半年了，明年全年的销量都撑不起它现在的估值","html":"别说半年了，明年全年的销量都撑不起它现在的估值"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/217382986408016"}
精彩评论
不太可能，A100和H100现在全世界范围内是真的难买，有钱也要等半年