저자: ChamathPalihapitiya · 외국인
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영상 제목은 엔비디아 강세 베팅을 말하지만 자막 본문은 두 부분으로 나뉜다. 앞부분은 2014년 엔비디아를 약 5달러에 매수해 포트폴리오 상위 수익 종목으로 키웠다는 과거 회고이며, AI 열풍으로 재고 과잉이 올 수 있으나 시점은 알 수 없다고 언급한다. 뒷부분은 엔비디아 하드웨어 로드맵(Blackwell 2024, Blackwell Ultra 2025, Rubin 2026 등)과 스펙트럼-X 이더넷, 소프트웨어 생태계(NIM, CUDA 등)를 장기 관점에서 긍정 평가하는 내용이다. 구체적 1~3개월 가격 예측은 없다.
다듬은 글
our new price target for NVIDIA will undoubtedly surprise you back then Nvidia was just a company that made PC gaming chips you know it seems like the brain or the central nervous system of an autonomous vehicle is going to be a GPU Tasha adds as she joins our brainstorming session you are kidding I said nobody knows that I said it became one of the top companies in many of our portfolios including our genomics portfolio after that an additional research the significance of gpus for artificial intelligence Arc in contrast to many other organizations is a liquidity provider a large number of asset managers are motivated by momentum actually it's a component of their scoring system bu bu Pi buy if the price is rising and the revenue growth is quickening now many portfolio managers make use of such capability we are the opposite we will earn if one of our stocks Rises by 2030 50 100 or 200% in a little period of time although it is evident that momentum buyers desire it and are prepared to pay a significant premium other equities in our portfolio are most likely experiencing some short-term difficulties and as you can see our portfolios are quite volatile so we believe both of those were short-term swings as a result we are quite opportunistic in that we both provide liquidity when purchasers desire it and purchase it it when others do so was that a factor in your decision to sell Nvidia at that time oh she sold it is all the market wants to hear yet you were ahead of the curve at Nvidia however I suppose you look back on it yes we purchased Nvidia at about $5 when we first launched Arc funds in 2014 I recall that tasak keini entered our brainstorming session in 2015 and stated now this is when PCS were falling they were dropping at a double digigit rate at that Time video was just a firm that made PC gaming chips you know it seems like the brain or the central nervous system of an autonomous vehicle is going to be a GPU Tasha adds as she joins our brainstorming session you are kidding I said nobody knows that I said it became one of the top companies in many of our portfolios including our genomics portfolio after that an additional research on the significance of gpus is for artificial intelligence as as a result Nvidia is the fourth largest returning stock in our Flagship portfolio since 2014 Tesla is at the top followed by gbtc and vitd a genomic stock and Nvidia we were present then even while we still possess it in our specialist portfolio nvidia's Revenue which is mostly in the hardware sector is 25 times higher although we do possess it in other portfolios I'm aware that the fervor surrounding AI will eventually lead to an excess of inventory in 1 year one quarter or 2 years I have no idea if that will actually happen however I am also aware that uath is charging two and a half times revenue or six or seven times Revenue based on this year's income our most current document which is about Ai and can be seen on our Arc ARF fund website displays a 12-month Trail at six to seven times I'm more interested in the current Year's multiple of revenues than in Tesla these are AI initiatives and as I previously stated they are more software related than Hardware related Additionally the software pull through from AI Hardware will be between 8 and 20 times therefore the market will be considerably larger because we are paying attention to valuation we have been and continue to be in the more specialized portfolio at a smaller percentage than we were in Nvidia now we are moving on to the next major artificial intelligence beneficiaries welcome back to the channel everyone we're delving deeply in Invidia future today drawing from gensen hang's computex 2024 speech this video is titled why Nvidia stock is a long-term bet and why you should consider buying this in-depth analysis will examine why I think Nvidia is positioned for significant expansion and why Wall Street may be overlooking the wider picture we'll dissect Nvidia strategic software projects Hardware road map and The Wider commercial ramifications of their Technologies there is a lot to cover so fasten your seat Bel let's start by discussing nvidia's Hardware road map this road map is a strategic Vision that spans all the way through 2027 not merely a list of new product launch dates in 2024 it starts with the introduction of the Blackwell GPU which Bears the name of the famous mathematician David Blackwell significant improvements in speed and power efficiency are anticipated from this GPU series but that's only the beginning video will release the Blackwell Ultra in 20125 as a followup with improved architectures and even more computing power this version is anticipated to expand on the advancements of its predecessor supporting the ever increasing requirements of AI machine learning and high performance Computing requires these advancements there is more to the road map than that viia plans to release the Reuben GPU in 2026 which is named for another important mathematician the Reuben series will keep pushing the limits of GPU technology as will its Ultra variant which is scheduled for release in 2027 every stage in this road map represents of leap and capabilities that will enable different Industries to accomplish more not simply a small improvement with their Spectrum X solution Nvidia is proactively entering the data center Market in addition to individual GPU this is a novel approach to the operation of data centers not only an improvement on current Technologies an ethernet-based system called spectrx is made to smoothly link a large number of GP us Nvidia plans to have data centers that can link millions of gpus by 2026 this feature is essential for handling the enormous data loads needed for big data analytics and sophisticated AI applications because ethernet-based data centers are offer higher scalability reduced latency and quicker data transfer rates they have the potential to completely transform cloud computing because of this spectrum X plays a crucial role in vidia's plan to control the data center industry vidia's products will become essential as more businesses transition to cloud-based infrastructures and AI driven procedures although nvidia's Hardware advances are spectacular its software ecosystem is the company's true secret weapon many observers Overlook the full scope of nvidia's products since they are only concerned with the hardware in addition to enhancing its Hardware Nvidia has created a suite of potent software that maximizes its capabilities this software approach relies heavily on viia inference microservices or nms these AI models come preconfigured with all the necessary components to function well on a range of Hardware setups by abstracting away the difficulties of modifying software to fit various Hardware settings and IMS make it easier to deploy AI systems as a result companies can more easily incorporate AI into their operations without requiring a high level of technical skill NES are made to offer high performance scalable AI inference for a variety of uses including Predictive Analytics natural language processing and realtime image identification the task can be completed quickly and efficient using ANS this feature is especially beneficial for sectors that depend on quick decisions based on data in real time of course with the grammatical adjustments here is the continuation the task can be completed quickly and efficiently using AI this feature is especially useful for sectors like healthcare Banking and autonomous cars that depend on quick decisions based on real-time data nans provide a solution that not only satisfies the demands of quicker more dependable processing and the growing complexity of AI applications but also raises the overall effectiveness of AI deployment apart from Nims Nvidia is broadening its software portfolio by including potent AI development platforms including Cuda tensor T and deep learning accelerator da these platforms give developers the resources they need to create refine and Implement AI models with previously unheard of speed in Precision because of their strong dedication to AI research and development Nvidia is the preferred option for businesses looking to fully utilize AI in their operations Nidia software ecosystem will only grow more crucial for companies wishing to incorporate cuttingedge Technologies as AI develops furthermore nvidia's software ecosystem is essential to hastening the deployment of AI in a variety of Industries Nvidia is establishing its self as a major force in the global AI Revolution whether it is through alliances with top academic institutions or agreements with significant cloud service providers like Microsoft fader or Amazon web services a US these Partnerships guarantee that invidious stays at the Forefront of AI research and development providing companies with the resources they require to maintain their Competitive Edge in a field that is becoming more and more crowded nvidia's approach seems to be well positioned for sustained success in the future with the increasing demand for AI Technologies Nvidia is well positioned to benefit from this trend Nvidia is a unique participant in the industry because of their Hardware Innovations and extensive software Solutions which enable them to handle a wide range of AI requirements from cloud-based AI solutions to high performance Computing and Beyond therefore if you're thinking about investing in Nvidia it's critical to understand that the company's worth lies not only in its gpus but also in its
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