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 predicts a significant revenue surge driven by the Blackwell series AI chips, which are expected to set sales records and transform the AI computing infrastructure market into an exponential growth sector [3][9][14]. Group 1: Nvidia's Performance and Market Outlook - Nvidia anticipates total revenue of approximately $45 billion for the second quarter, despite an estimated loss of $8 billion in revenue from the Chinese market due to U.S. export restrictions [6][9]. - The company's data center business, primarily driven by the Blackwell architecture AI GPUs, is expected to be the main contributor to revenue growth, with sales reaching $39.1 billion [8][14]. - Nvidia's overall revenue for the first quarter increased by 69% year-over-year to $44.1 billion, surpassing analyst expectations [8][12]. Group 2: AI Chip Market Dynamics - The AI chip market is dominated by Nvidia, which holds an 80%-90% market share, and is projected to achieve nearly $200 billion in revenue for the current fiscal year, up from $27 billion two years ago [14][19]. - Analysts from major firms like Morgan Stanley and BlackRock emphasize the resilience of AI-driven stocks, suggesting that despite trade policy uncertainties, the long-term growth potential of AI investments remains intact [4][16]. Group 3: Trade Policy and Competitive Landscape - The U.S. government's new export restrictions on AI chips to China have raised concerns about Nvidia's long-term growth, but Huang's optimistic outlook has alleviated some market fears [9][10]. - Competitors like TSMC have reported strong demand for AI chips, maintaining growth forecasts despite the impact of U.S. tariffs, indicating a robust market for AI-related technologies [17][18]. Group 4: Future Developments and Innovations - Nvidia is exploring the development of new products for the Chinese market, although specific plans are not yet in place [10]. - The company is set to launch its flagship Blackwell Ultra architecture AI GPU, which is expected to enhance revenue and profit margins in the coming months [15].