资本开支方面的讨论可能成为 Nvidia 的逆风，但 Nvidia 预计明年增长翻倍，且其 GPU 需求实际上近乎无限；与 Microsoft、Google 和 Meta 一样，Nvidia 可以用自由现金流来支撑资本开支。
逐段跳播
他谈到了Nvidia GPU所处的市场板块。三分之一是传统计算。三分之一来自五到六家前沿实验室，其中包括SpaceX和Google、Amazon、OpenAI、Anthropic等。
He talks about his market segment for Nvidia GPUs. One/3 is classic computing. One/3 is across five to six frontier labs which includes names like SpaceX and Google um Amazon, OpenAI, Anthropic etc.
这可能会被视为Nvidia的不利因素。但Nvidia已经向我们释放信号，他们预计明年增长翻倍。他们的GPU再次面临无限的需求。
this could be construed as a headwind for Nvidia. But Nvidia has have given us notice that they are expecting to double growth next year. They have again infinite demand for their GPUs.
暂无中文转述，仅英文原句可核对。
Jensen Wong
但说到Microsoft、Google、Meta和Nvidia以及所有这些公司，这不成问题，他们筹集资金毫无困难，拥有自由现金流来支付这一切。
But when it comes to Microsoft and Google and Meta and Nvidia and all these not a problem they'll have no problem securing funding, having free cash flow to pay for it all.
这个频道对 $NVDA 的历次判断
InvestAnswers 在这只股票上共 13 条判断，这里只列相邻的几条。