对当前 NVIDIA 持仓感到安心，将其与领先的超大规模云厂商以及几家 NeoCloud 企业一并持有；未给出理由或目标，只是观望。
逐段跳播
他们能够凭借自己的工程人才，很快搭建起一些基于 Nvidia GPU 的数据中心，为 X 这个社交媒体平台以及 Grok 这个 AI 聊天机器人提供算力，而 Grok 如今已是 OpenAI 的 ChatGPT、Anthropic 的 Claude 系统等的全面竞争对手。
They were able to very quickly put together with their engineering talent some Nvidia GPU-based data centers powering X, the social media platform, and Grok, the AI chatbot and now full-blown competitor with OpenAI's ChatGPT and Anthropic's Claude systems and others.
SpaceX 已开始与 NVIDIA 合作设计在轨数据中心，使用的是某种太空版本的 NVIDIA Vera Rubin，将其改造后装入卫星，随后他们表示将于2027年开始把它发射入轨。
SpaceX has started designing in-orbit data centers with NVIDIA using some space-ready version of the Vera Rubin from NVIDIA, adapting that to go into a satellite, and then they said they're gonna start launching it into orbit in 2027.
我更倾向于把这些看作地面无线接入网（RAN）的延伸，也就是那些帮助你的移动设备连接到移动服务运营商的无线电塔，就像 NVIDIA 正在协助为 6G 网络开发的 Radio AI Network 设备那样。
I'm thinking of these more like being an extension of land-based radio access networks, RAN, the radio towers that help you connect your mobile device to your mobile service provider, like NVIDIA's Radio AI Network equipment that they're helping develop for 6G networks.
我们持有 NVIDIA、领先的超大规模云厂商以及几家 NeoCloud 企业，对此我们感觉还可以，接下来会观望。
We feel okay where we're at owning NVIDIA and the leading hyperscalers and a couple of the NeoCloud businesses, and we'll wait and see.
这个频道对 $NVDA 的历次判断
Chip Stock Investor 在这只股票上共 3 条判断，这里只列相邻的几条。