Solving The Money Problem 对 $NVDA 的判断变化

2026-09-03看涨
《Elon Proves Them Wrong Again. $1 Trillion Terafab Is NEXT.》
英伟达可能会资助或优先支持SpaceX的人工智能,并加入TerraFab以缓解对台积电供应链集中的风险。

我将与英伟达建立独家合作关系,他们视我为芯片需求的无限来源,因此他们会给我比竞争对手更优惠的价格,以便适配这些产品。

I'll form an exclusive partnership with Nvidia, who, you know, see me as a generator of endless demand for chips, so they'll give me a better deal than they give competitors to fit into these things.

英伟达的首席执行官黄仁勋极其聪明,同时也是一个非常现实的人。他长期以来一直支持他最喜欢的客户埃隆·马斯克,后者同样拥有卓越的商业头脑。

Nvidia's CEO, Jensen Huang, is extremely intelligent. He is also a very realistic person. He is a long-standing supporter of his favorite client, Elon Musk, who also possesses great business acumen.