AI chips (GPUs)

搜索文档
Nvidia makes $5B bet on struggling Intel with stake, chip deal after Trump talks
New York Post· 2025-09-18 23:28
Nvidia said Thursday it would invest $5 billion in Intel, throwing its heft behind the struggling chipmaker just weeks after the White House engineered an extraordinary deal for the federal government to take a massive stake in the company.The stake will instantly make Nvidia one of Intel’s largest shareholders, giving it roughly 4% of the company after new shares are issued to complete the deal. Nvidia’s support represents a new opening for Intel after years of turnaround efforts failed to pay off, and it ...
Will Nvidia Reach a $5 Trillion Market Cap in 2025?
The Motley Fool· 2025-07-19 16:10
公司里程碑 - 英伟达成为全球市值最高的公司 达到4万亿美元 超越苹果和微软 [1] - 公司市值从2023年6月不足1万亿美元迅速攀升至当前水平 [4] - 投资者关注公司能否在2025年内实现5万亿美元市值目标 [2][8] 业务驱动因素 - 公司在人工智能芯片(GPU)领域占据主导地位 产品需求激增 [1] - 最新财年营收同比增长三位数 超过1300亿美元 [6] - 每年更新GPU产品的承诺持续提升效率 [7] 市场表现 - 当前股价约171美元 对应市值约4.2万亿美元 [8] - 达到5万亿美元市值需股价上涨20% 对应市盈率从55倍升至66倍 [9] - 基于12个月追踪每股收益3.10美元计算 [9] 行业地位 - 在AI领域扮演关键角色 受益程度超过其他科技巨头 [6] - 构建完整的AI产品生态 满足客户多样化需求 [7] - 凭借技术积累持续设计未来领先产品 [7] 增长前景 - 公司历史表现和未来前景均被看好 [8] - 在保持合理估值水平前提下 有望实现5万亿美元市值 [9] - 若维持当前增速 可能在5.5个月内达成目标 [11]
10 Reasons to Buy and Hold This AI Stock Forever
The Motley Fool· 2025-07-14 09:10
Nvidia (NVDA 0.53%) has demonstrated its ability to deliver major growth to investors, soaring 1,400% over the past five years. It's been a must-buy stock due to its leadership in a market set to reach into the trillions of dollars a few years from now; that's artificial intelligence (AI). This tech giant designs AI chips, known as graphics processing units (GPUs), that drive the most crucial of AI tasks, so they're key to the development and progress of this field. This has helped Nvidia's revenue skyrocke ...
Can Nvidia's Jensen Huang Beat This Latest Challenge? Here's What History Says.
The Motley Fool· 2025-04-19 16:12
Nvidia (NVDA -3.01%) stock may have been at the top of the world a few months ago -- but these days, it's been wallowing in the doldrums.The artificial intelligence (AI) chip giant isn't alone. Fellow tech and growth stocks have tumbled in recent weeks amid concern about President Trump's tariffs on imports. The idea is these taxes may increase costs for companies such as Nvidia that produce products abroad -- and a general increase in prices may hurt the overall economy.All this has pressured tech companie ...