论股市最强“阿尔法” AI算力当之无愧! 黄仁勋预言Blackwell需求创纪录

Core Viewpoint - Nvidia's CEO Jensen Huang has alleviated investor concerns regarding a significant decline in the company's market share in China by providing a more robust sales forecast for the Blackwell series AI chips, predicting record sales and exponential growth in AI computing infrastructure [1][6][11]. Group 1: Nvidia's Performance and Market Outlook - Nvidia's revenue for the second fiscal quarter is expected to be around $45 billion, despite an estimated loss of $8 billion in revenue from the Chinese market due to U.S. export restrictions [4][6]. - The Blackwell architecture AI GPUs are anticipated to significantly contribute to Nvidia's growth, replacing the previously popular Hopper architecture and driving sales in the data center business, which generated $39.1 billion [6][11]. - Nvidia's overall revenue for the first fiscal quarter increased by 69% year-over-year to $44.1 billion, surpassing analyst expectations [5][11]. Group 2: AI Chip Market Dynamics - Nvidia holds approximately 80%-90% of the AI chip market, with expectations for annual revenue to approach $200 billion, a significant increase from $27 billion two years ago [11]. - The demand for AI chips remains strong despite U.S. trade restrictions, with analysts from Morgan Stanley and BlackRock urging investors to maintain exposure to AI-driven stocks [2][13]. - The AI computing infrastructure is viewed as a critical component of the next industrial revolution, with Nvidia's products being essential for developing and running large AI models [5][10]. Group 3: Competitive Landscape and Future Prospects - Major players like TSMC and ASML have reported strong performance and optimistic growth forecasts, indicating that AI computing demand is resilient against trade policy uncertainties [13][14]. - Nvidia's CEO has emphasized the importance of AI in transforming the global economy and has called for the U.S. government to allow the company to re-enter the Chinese market [8][15]. - Analysts predict that Nvidia's Blackwell series will lead to a significant acceleration in revenue growth in the latter half of the year, despite short-term challenges from export restrictions [11][12].