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Glassnode 首席分析师指出,科技巨头 Nvidia 在搜索兴趣方面现已超越比特币

2024/06/24 13:31

据《今日美国》报道,这家芯片制造商上周市值超越微软,成为全球市值最高的公司

Glassnode 首席分析师指出,科技巨头 Nvidia 在搜索兴趣方面现已超越比特币

Tech giant Nvidia has now surpassed Bitcoin in terms of search interest, as noted by James Check, lead analyst for Glassnode.

Glassnode 首席分析师 James Check 指出,科技巨头 Nvidia 在搜索兴趣方面现已超越比特币。

Last week, the chip maker managed to top Microsoft by market capitalization, becoming the most valuable company in the world for the first time, as reported by U.Today.

据《今日美国》报道,上周,这家芯片制造商的市值超越了微软,首次成为全球市值最高的公司。

The shares of the Santa Clara, California-headquartered company are up a staggering 162% due to the ongoing artificial intelligence (AI) boom. Nvidia accounts for roughly 90% of the GPU chip market, which is why it is flourishing during the AI-obsessed era in tech.

由于人工智能 (AI) 的持续繁荣,这家总部位于加利福尼亚州圣克拉拉的公司的股价上涨了 162%。 Nvidia 占据了 GPU 芯片市场大约 90% 的份额,这就是它在人工智能痴迷的科技时代蓬勃发展的原因。

According to a recent report by Bloomberg, Wall Street is struggling to predict Nvidia's revenue since it is not clear how many GPUs it is going to sell amid growing demand.

据彭博社最近的一份报告称,华尔街正在努力预测 Nvidia 的收入,因为尚不清楚在需求不断增长的情况下该公司将销售多少 GPU。

Nvidia is already the most expensive stock in the S&P 500 following the massive surge this year. While this valuation might seem reasonable due to the exploding demand for GPUs, some analysts are also concerned about the stock being in an AI-fueled tech bubble.

继今年大幅上涨之后,英伟达已经成为标准普尔 500 指数中最昂贵的股票。尽管由于 GPU 需求爆炸式增长,这一估值似乎合理,但一些分析师也担心该股正处于人工智能推动的科技泡沫之中。

Many have compared Nvidia's headline-grabbing rise to that of computer giant Cisco. In March 2000, Cisco briefly topped Microsoft to become the world's most valuable company. The internet equipment maker was riding high during the dot-com boom, with its market cap surpassing $575 billion. For comparison, the market cap of Cisco currently stands at only $190 billion, which is less than half of its peak value 24 years ago.

许多人将英伟达引人注目的崛起与计算机巨头思科的崛起进行了比较。 2000年3月,思科短暂超越微软,成为全球最有价值的公司。这家互联网设备制造商在互联网泡沫时期一路高歌猛进,市值超过 5750 亿美元。相比之下,思科目前的市值仅为1900亿美元,还不到24年前峰值的一半。

Last week, The Information reported that Nvidia CEO Jensen Huang was concerned about Nvidia potentially ending up being a fad just like Cisco. His main concern appears to be that there will not be enough data center space for installing the company's AI chips.

上周,《The Information》报道称,Nvidia 首席执行官黄仁勋 (Jensen Huang) 担心 Nvidia 可能会像思科一样成为一种时尚。他主要担心的似乎是没有足够的数据中心空间来安装该公司的人工智能芯片。

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