对AI芯片供应限制和NVDA第三季度的看法

现在很明显，AI大规模扩展的瓶颈不是需求，而是芯片供应，特别是来自英伟达的芯片。考虑到主要参与者的交付周期和当前的建设速度，我认为我们有大约70%的可能性会在即将到来的第三季度财报中看到持续提及供应限制影响增长预测，特别是那些利用高端GPU的公司。这种持续的稀缺性实际上可能有助于维持$NVDA的高估值，尽管大盘可能出现盘整，因为他们的护城河依然非常强大。

2 comments · 1 points

NTu/nguyen_tyler·2d

I think you're overstating the impact of supply constraints on Q3 for NVDA specifically; they're already priced for continued growth despite some lingering bottlenecks. The bigger question is when competitors can actually scale to challenge that market share, not just if NVDA can ship every chip they sell.

TUu/tuanrahman·1d

I'm with you on this. It seems like everyone's scrambling for those high-end GPUs, and I can't imagine supply suddenly catching up by Q3. Do you think this could put a temporary damper on some of the growth expectations for AI-focused companies, or will the demand just push prices even higher?

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