저자: DanIves · 외국인
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엔비디아는 AI 수요가 계속 가속 중이며 Blackwell 출하 지연 우려는 단기 노이즈라는 주장. AI 관련 시장 규모를 3년간 1조 달러로 제시(6개월 전 5000억 달러 추정 대비 상향). 엔비디아는 AI GPU 독점적 지위로 기업 가치가 3.3조 달러 수준이며 시총 1위(애플·MS 추월) 가능성을 언급. 다만 일부 진행자와 기사 내용은 과열·버블 가능성도 다룸. 주가 목표 상향 및 강세 기조 유지.
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you actually have been in Asia a lot and you've been looking at the factories and you've been talking to people who are the end buyers of some of these chips and the producers to understand exactly how much demand there is what have you seen that gives you such confidence that this really is a takeoff story even now with some questions about how long uh the Magnificent three or four uh Us big tech companies can continue to support it yeah we'll be going back to Asia next week a trillion dollars of cap backs is what we see from an AI perspective next 3 years you go back 6 months ago we thought that was 500 billion and so every quarter if you look at the underlying demand not just some hypers scalar but eventually it's going to be other Enterprises it's just starting so all of our checks are showing demands actually continuing to accelerate you know as far about yields you're improving from production perspective that they're the only game in town use cases are coming through we saw that with paler you see that with service now now this fourth Industrial Revolution Rome wasn't built in a day neither will AI Revolution it's starting to come together anyone that thinks this is hype you listen to conference calls Nvidia AMD Microsoft paler and others I mean I don't know what watch party dudes bears are but but not they're not listening to the calls that I am you say it's LeBron at high school why isn't it AR Williamson why couldn't we end up with a situation when we actually get real competition and it just doesn't do that well anymore how big is this moat around this company yeah and and I think it's a great question right now only game in town AMD and obviously Lisa Sue and others are going to benefit the reason this is a LeBron in high school is because they are so ahead of any other competitor and right now they're the only game in town the new gold the new oil it's AMD chips and when you come away from that conference call last night I get after hours and and bears will come out but there's nothing that makes me think that we don't have a year from now or less you have three4 trillion Mar caps Godfather of AI and Nvidia what's happening certina with the AI super cycle starting off on on iPhone 16 and what's happening the Delan Redmond Nvidia is once again at the center of attention in the stock market soaring to new heights and capturing headlines globally the artificial intelligence chip leader has reached an all-time high spurred by a roaring third quarter report from Taiwan semiconductor manufacturing and Buzz around its top tier Blackwell platform nvidia's CEO Jensen hang has described the demand for their technology as nothing short of insane with such fervor investors and analysts alike are asking could Nvidia the tech giant soon outpace its main Rivals apple and Microsoft to become the first 10 trillion doll company while specifics remain Under Wraps the anticipation in the financial world is almost palpable stay tuned as we delve deeper into the phenomen on propelling nvidia's Rise and what it could mean for ra nvidia's Blackwell chips boast two and a half times the computing power as its predecessor chips he mentioned um how everybody wants to get their hands on this this is another case where Jensen wag probably set a lot of the guidelines too open AI saying you can't invest in anybody else Jensen Wong has to figure out who to give these chips to because there's so much demand for for them and some set up some way of putting people in the queue for it you know the market immediately said okay $6.6 billion that basically gets funneled to Nvidia so nvidia's stock kind of gets a little bit of a lift it's still in this sloppy trading range uh but that's been the the kind of the the path right it's been the big players in VCS put money into open AI they have to invest it as fast as possible Nvidia gets most of it half of what Nvidia gets goes to nvidia's bottom line the Market's now capitalizing Nvidia earnings at 32 times forward so that's how it helps a little bit refresh the the the the public Tech markets to a degree um I guess the question is how much has to come after this you see these wild estimates of 50 and hundred billion dollar more in a hurry that the industry has to build to scale I mean I think we should mention Nvidia is up 2.3% it's been uh kind of bopping around this area it hasn't really been able to get above and stay above like the mid 120 the old highs uh Chris Fone over at strategas this morning was saying he at a pretty critical point needs to break this little series of downtrends it peaked in June but for now uh you see it uh making another effort here he says 128 is what you have to do to really break the downtrend tape's been watching some of these uh repeated stock sales uh in Nvidia by Jensen Wong in fact for the sector at large uh Executives in the semiconductor industry uh I'll double check my numbers here sold 1.35 bill in stock in Q3 that is the biggest quarterly sale on record I do think I do think Jensen W was a huge piece of that in this instance but yeah there's no doubt about they a massive first half of the Year those stocks just went went crazy um what's interesting about Nvidia is you know as everyone keeps saying the stated valuation continues to improve because earnings are holding up the Stock's doing nothing 92% buy ratings on the street the consensus price Target's like 150 so the consensus price Target says this should be a 3.6 3.7 trillion company already and everyone already likes it so I think that's why it's kind of stuck in it in this tracks a little bit here nvidia's recent successes have invigorated the market setting the stage for a Monumental shift in the tech industry as of mid October nvidia's market cap was a staggering $33.39 trillion just a Heartbeat Away from Apple's 3.57 trillion with Microsoft trailing not far behind at $ 3.11 trillion this rapid as is fueled not just by nvidia's Innovative prowess in AI but also by the analytic prowess and Market Insight of its close partner Taiwan semiconductor manufacturing such alignment begs the question can any Corporation race to A1 trillion market capitalization or is this merely a financial fantasy historically crossing the $1 trillion Mark seemed implausible until Apple shattered the ceiling in August 2018 fast forward 5 years and Apple's valuation soared to $3 trillion could Nvidia replicate this feat analysts argue that within the next decade it's more plausible than ever for a company to reach such a colossal market cap the frenzied enthusiasm surrounding AI appears to be the fuel that could launch Invidia onto this next financial Milestone now here's a light-hearted aside for our techsavvy investors nvidia's stock seems to be playing the Jeopardy game of stocks I'll take Tech bubbles for $200 please yet unlike other Bubbles from the past ai's demand isn't just hot air it's a solidified reality as affirmed by nvidia's continued strategic advancements and lucrative Partnerships consider the evidence over five consecutive quarters Nvidia reported triple- digigit Revenue growth a streak that's noteworthy even in the dynamic fluctuating world of technological achievements while projections suggest a slight ebbing to 82% Revenue growth in the upcoming quarter the Outlook remains optimistic with an expected 43% growth in future projections nvidia's foothold in burgeoning sectors such as autonomous vehicles and Robotics cements its status as a Powerhouse capable of driving the next mention the percentage of buy recommendations is in the top 10 of uh of percentage of buy recommendations along withl what do analysts do they look at at the earnings momentum they look at the uh the end demand so I mean it's it is interesting although it's the biggest I AI wave until the next one presumably right I mean it's it's kind of just reinforcing the exact same story we all know the the the question about delay on Blackwell lasted for about 5 minutes right because he Contin to talk about and the street continues to focus more on the fact that demand in his words as he said yesterday is insane at the Goldman Sachs communic copi and Tech conference that I was at a few weeks ago he did a keynote with David Solomon where he again described just the unbelievable overwhelming amount of demand that they continue to see it's why we look past any issue of potential delay because we know it's coming and we know the the demand is there and the other thing thing that he got me thinking of as I listened to part of that talk was the feeling that they have such a tremendous installed base where it's not just a first mover Advantage it's actually a moe because they look at their customers as an installed base whether it's even in gaming not even in AI but gaming and then you put AI overlay on top of that it's a very Apple like way that he was talking about it not using he wasn't talking about Apple but it made me think about it that way although the argument still is out there that one man's margins or another man's opportunity and how long can you sustain 90% margin that's what I mean that's obviously what it is and and do the buyers have an incentive to try and you know to diversify away and the whole but also I think even more simple than that everything we're talking about here you know the stock at 125 in June kind of understood that you know so I think that's why you have to you know wait for it to to Really prove that next year's numbers are going to hold up and the market willing to to bet the Crux of nvidia's potential stems from its AIG GPU dominance simply put these gpus are the engine revving the advancements in Tech Innovations as colossal as autonomous cars to as delicate as Precision robotics nvidia's competitive advantages extend far from its peers like apple whose growth avenues like smartphones hover within mature markets ripe with their ceilings tweets and analyses further bolster these perspectives streaming in from Financial Wizards on Wall Street The Narrative surrounding the new Blackwell AI chip Herald's major upside for NVIDIA with analysts predicting heightened market dominance as a result of this Innovation Rah alalia lumo wealth management CEO said it best on Yahoo finance Nvidia is still in its early Innings as the hyperscalers prepare to invest billions in GPU Computing Nvidia stands absolutely poised to reap handsome rewards while betting on Nvidia excites investors skewed return possibilities lurk with other AI themed funds nonetheless nvidia's robust Enterprise Partnerships like those with sap and service now further amplify the company's growth trajectory these collaborations underscore nvidia's role as a preferred AI partner across Industries a sentiment iterated by Financial analysts globally Jensen hang's commentary about AI ultimately driving a new Industrial Revolution underscores nvidia's expansive Vision at Gartner it symposium likened ai's burgeoning significance to past industrial pivots a testimony to ai's transformative power and nvidia's overarching strategy to capitalize on this Evolution with over 50,000 employees and potentially 100 million AI assistants powering Nvidia future the expansion of AI within the workforce is not just anticipated it's deemed inevitabl focus on that word Josh and sane demand what Jensen Juan continues to see why investors continue even when there are pullbacks to not that not let them last very long I'm old enough to remember when semiconductor CEOs were sandbagging and they would say demand is okay and then they would come out and crush it apparently Jensen Wang doesn't believe that he needs to to do that uh which is why you got a A plus 3% uh moveing the stock today if you have a CEO who is ostensibly going to come out with a very important update the next time they report their quarter on demand for this new platform and he's already saying the word insane publicly I think you got to stay long uh unless he's insane nobody nobody would do that for any other reason other than he sees the order book and he's pretty comfortable sitting there in the leather jacket sipping a yooo like he's good and when you get that vibe off a CEO I can't quantify it I can just tell you it makes sense for this name to be green and not red today as the stock market sways to the rhythm of nvidia's soaring Crescendo investors are left with an enticing proposition Nvidia stands as the front runner in the race to become the world's first1 trillion company with its unmatched growth rate pioneering AI advancements and strategic Partnerships across Tech Giants the potential for substantial returns is palpable current trends depict Nvidia as more than a burgeoning tech Behemoth it's a compelling Testament to the new age of digital Innovation leading the charge with industry defining advancements with stock analysts raising expectations and Market excitement at an all-time high nvidia's trajectory seems to touch the sky or rather1 trillion what do you think about nvidia's meteoric rise and its strategic grip on the future of AI could it indeed become the next Juggernaut of the tech industry or is this just another fleeting bubble bout a company that is rewriting the rules of tech investmen
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