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Will Nvidia Fill Biggest Piece Of AI Monetization Puzzle With Q1 Earnings? Tech Bull Says 'Party's Just Getting Started With The Popcorn Getting Ready'

Will Nvidia Fill Biggest Piece Of AI Monetization Puzzle With Q1 Earnings? Tech Bull Says 'Party's Just Getting Started With The Popcorn Getting Ready'

Nvidia 會用第一季度的收益填補人工智能貨幣化難題中最大的部分嗎?科技牛說 “派對才剛剛開始,爆米花準備好了”
Benzinga ·  05/22 22:17

Ahead of Nvidia Corp.'s (NASDAQ:NVDA) earnings on Wednesday, Wedbush analyst Daniel Ives sounded upbeat about about AI-levered stocks and offered his take on what to expect from the AI stalwart's quarterly report.

領先於英偉達公司”根據納斯達克股票代碼:NVDA)週三業績,Wedbush分析師丹尼爾·艾夫斯對人工智能槓桿股票持樂觀態度,並對這家人工智能巨頭的季度報告有何期待。

Beat In The Cards: The big debate between bears and bulls, coming into 2024 was around monetization of the AI revolution, said Ives in a note. Investors were seeking proof for enterprise spending ramping up to justify the valuations of AI-levered stocks, he said.

Beat In The Cards:艾夫斯在一份報告中說,進入2024年,空頭和多頭之間的重大爭論是圍繞人工智能革命的貨幣化。他說,投資者正在尋找企業支出增加的證據,以證明人工智能槓桿股票的估值是合理的。

Big techs such as Microsoft Corp. (NASDAQ:MSFT), Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG), Meta Platforms, Inc. (NASDAQ:META), Amazon, Inc. (NASDAQ:AMZN) and others confirmed over the last few weeks that "AI monetization is now well underway hitting the shores of the tech sector," he said, adding that this completed the first part of the puzzle.

他說,微軟公司(納斯達克股票代碼:MSFT)、Alphabet, Inc.(納斯達克股票代碼:GOOG)、Meta Platforms, Inc.(納斯達克股票代碼:META)、亞馬遜公司(納斯達克股票代碼:AMZN)等大型科技公司在過去幾周證實,“科技行業的人工智能貨幣化正在順利進行,” 他補充說,第一部分已經完成拼圖的。

Ives also noted that there have been eye-popping and impressive developer conferences from OpenAI, Google and Microsoft over the last week and Apple, Inc. (NASDAQ:AAPL) is all set to unveil its AI vision and product framework at the annual Worldwide Developer Conference in June.

艾夫斯還指出,上週來自OpenAI、谷歌和微軟的開發者大會令人大跌眼鏡,令人印象深刻,蘋果公司(納斯達克股票代碼:AAPL)都準備在6月的年度全球開發者大會上公佈其人工智能願景和產品框架。

Now it is up to Nvidia and its CEO Jensen Huang to fill in the remaining piece of the puzzle, Ives said. "The biggest piece of filling in this AI puzzle with all the Street watching is now hearing from the Godfather of AI Jensen and Nvidia today after the bell with earnings and of course importantly its guidance," he said.

艾夫斯說,現在要由英偉達及其首席執行官黃延森來填補剩下的拼圖。他說:“今天聽到人工智能教父詹森和英偉達的來信,是今天聽到人工智能教父詹森和英偉達的來信,業績,當然還有其指導方針。”

The Street is bracing for a "beat-and-raise" from Nvidia, Ives noted.

艾夫斯指出,華爾街正在爲英偉達的 “擊敗加註” 做好準備。

Trading floors across Wall Street will watch with rapt attention Huang's comments at the conference call, the analyst said.

這位分析師表示,華爾街的交易大廳將密切關注黃在電話會議上的言論。

Street's Focus: "The AI Revolution starts with Nvidia and in our view, the AI party is just getting started with the popcorn getting ready," Ives said. The focus will be on the pace of data center AI-driven spending, as Nvidia enjoys a near monopoly position in the market for GPUs used to run generative AI applications, he added.

Street's Focus:“人工智能革命始於英偉達,在我們看來,隨着爆米花的準備就緒,人工智能派對才剛剛開始,” 艾夫斯說。他補充說,重點將放在數據中心人工智能驅動的支出步伐上,因爲Nvidia在用於運行生成式人工智能應用程序的GPU市場上幾乎處於壟斷地位。

Ives said he is laser-focused on the trajectory of GPU orders and demand flow from enterprises.

艾夫斯說,他專注於GPU訂單和企業需求流的軌跡。

The analyst also shrugged off concerns about the valuations of AI stocks. "For the elite, transformational tech stories such as Nvidia and the AI Revolution, investors must see the forest through the trees to where this spending wave (and estimates) can head over the next 3 years," he said.

這位分析師還對人工智能股票估值的擔憂不屑一顧。他說:“對於像Nvidia和AI Revolution這樣的精英變革型科技公司來說,投資者必須透過樹木看到森林,這種支出浪潮(和估計)在未來三年可能走向何方。”

The analyst estimates $1 trillion in incremental AI spending over the next decade, as 60%-70% of enterprises are poised to ultimately head down the AI use case path. Additionally, the consumer piece of generative AI is also on the horizon, led by Alphabet, Meta, Amazon, Microsoft, Apple and others, he added.

這位分析師估計,未來十年的人工智能支出將增量爲1萬億美元,因爲60%-70%的企業準備最終走上人工智能用例之路。此外,他補充說,由Alphabet、Meta、亞馬遜、微軟、蘋果等領導的生成式人工智能的消費領域也即將到來。

At last check, Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) fell 0.62% to $31.38 on Monday, according to Benzinga Pro data. Nvidia, meanwhile, rose 0.29% to $956.61.

根據Benzinga Pro的數據,在最後一次檢查中,Global X機器人與人工智能ETF(納斯達克股票代碼:BOTZ)週一下跌0.62%,至31.38美元。與此同時,英偉達上漲0.29%,至956.61美元。

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譯文內容由第三人軟體翻譯。


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