$NVDA · The Motley Fool · 2026-10-28
随着 TPU 和定制芯片受到关注，NVDA 似乎不再注定要在 AI 领域赢下一切，因此其增长可能放缓。说话者仍认为 NVDA 能够维持其高企的业绩数字，除非业绩断崖式下滑，否则不会有大问题；增长放缓对股东而言并不理想，但可以接受。
逐段跳播
看起来，大概三年前，Nvidia 似乎要在人工智能相关的所有领域都胜出。但现在看来情况并非如此，无论是像 TPU 这样正受到关注的方案，还是这些定制芯片。
it seems like 3 years ago, it seems like Nvidia was going to win everything related to artificial intelligence. Doesn't appear that that's going to be the case, whether that's, you know, something like TPUs, which is getting attention, but also these custom chips.
Lou，如果你现在是 Nvidia 的股东，看到这样的消息你会怎么想？我认为 Nvidia 能够维持我们看到的这些高数字，但也许我们不会看到它们继续以同样的方式增长。这对股东来说并不理想，但也没关系，我能接受。只要不是断崖式下跌，我认为他们就没问题。
Lou, if you're an Nvidia shareholder right now, what are you thinking about news like this? I think Nvidia can sustain these elevated numbers that we've seen, but maybe we're not going to see them keep growing the same way.
That's not ideal for a shareholder, but it's fine. I can deal with that. As long as it's not falling off a cliff, I think they'll be fine.
这个频道对 $NVDA 的历次判断
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