多方▲ Nvidia's hardware sales for AI inference accounted for nearly three-quarters of the entire market in the latest quarter. — MS Tom Wigg ◆4卖方 06-16
多方▲ Nvidia's AI inference revenue in Q1 2025 was $18B, representing 66% of the market. — MS Tom Wigg ◆4卖方 06-16
空方▼ Many neocloud executives we spoke with feel that if they have non-NVIDIA networking gear on their cluster, or if their cloud has an AMD GPU or TPU offering, NVIDIA will retaliate. … — SemiAnalysis ◆4X 06-27
空方▼ But for neoclouds, executives feel NVIDIA has been using high-pressure tactics to keep them NVIDIA-only. — SemiAnalysis ◆4X 06-27
空方▼ When your chip suppliers are taking 75+% design margins, companies will find other paths. — PatrickMoorhead ◆3X 06-24
空方▼ $NVDA, at 36%, is not as far ahead as it used to be — HyperTechInvest ◆3X 06-26
多方▲ AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20% — Techmeme ◆4X 06-26
空方▼ Falling Production Outlooks for Nvidia'ss Next-Generation 'Rubin' Chip, Which Utilizes HBM4, Have Removed the Urgency to Fast-Track the Transition to HBM — AIStockSavvy ◆5X 06-22
空方 Rack power consumption for the Rubin Ultra generation is expected to surge to around 660kW — Jukan ◆4X 06-25
空方▼ There is a GB300 NVL72 firmware bug where the rack needs to be rebooted every 66.5 days. — SemiAnalysis ◆4X 06-24
空方▼ Fubon cuts 2H26 800VDC shipment forecast to fewer than 500 units as customers push back — Fubon ◆4Wrap 06-12
多方▲ NVDA PE Ratio is projected to decrease from 35x to 18x. — BofA Brian Fenske ◆4卖方 06-29
多方▲ Nvidia offers investors a unique combination of exceptional growth, strong margin, and free cash flow execution, and rising capital returns… we expanded our capital return policy r… — Midnight_Captl ◆5X 06-24
多方▲ we expanded our capital return policy recently supported by our conviction in sustainable market growth and free cash flow generation — Midnight_Captl ◆5X 06-24
空方 aggravated by the circular arrangements between the main players, such as Nvidia financing OpenAI to buy its chips — negligible_cap ◆5X 06-26
空方▼ 股价在盈利不断上修的情况下横盘 9 个月 — 群聊 ◆5群 04-10
空方▼ they will continue to sell off — scaling01 ◆5X 06-25
空方最强▼ Jensen 刚宣布 Vera Rubin CPU 也将使用 LPDDR5 — 群聊 ◆5群 05-31
空方▲ BofA names AMD as Top Pick on the CPU theme — BofA Brian Fenske ◆4卖方 06-01
数字锚 营收 $5B–$70B · 5 个点 ⚠混合口径 · 最新 $30B 06-27
传导 NVDA → ARM (需求拉动) · Apple → NVDA (需求拉动)
时间线 + 其余 31 条证据
多方▲ Nvidia begins Vera CPU sales pitch to Chinese clients, sources say (Reuters) — Reuters ◆5Wrap 06-12
多方▲ Nvidia 将 2030 年 CPU TAM 预期提至 $200B，暗示极高 CAGR — 群聊 ◆5群 05-24
多方▲ Nvidia 将 CPU TAM 预期提至 $200B，对应约 50% CAGR — 群聊 ◆5群 05-24
多方▲ Colette Kress confirms $20 bn includes VR sales. 'We now have an opportunity to also have what we call a standalone CPU... we believe, for this year, can be a total of $20 billion … — 群聊 ◆5群 05-21
独立观点▼ the china is catching up narrative is gaining traction — scaling01 ◆5X 06-25
独立观点▼ I assume this black market is secondary in nature and NVDA is not directly benefiting from this pricing premium? — beniaminoblanco ◆5X 06-23
独立观点▲ Needham believes Nvidia is constructing a new global long-haul telecom network that could require $5-10B of investment over the next three years. — Needham ◆4Wrap 06-23