$NVDA · The Motley Fool · 2026-10-28
作为Nvidia多头，说话者并不担心AI芯片竞争：在算力需求巨大之际，包括Microsoft在内的所有参与者都提到供应受限，因此只要这一叙事成立，竞争就不是大问题——不过这一叙事不会一直成立。
逐段跳播
如果你是半导体投资者，作为看多 Nvidia 的人，我并不担心，对吧？因为我们不断从每一个参与者那里听到，甚至包括 Microsoft，供应受限才是大问题。我们继续看到对算力的巨大需求。
不幸的是，我们没有足够的供应。所以，只要情况还是这样，Neil，只要情况还是这样，我现在就不会对 AI 领域任何形式的竞争过度担忧；这不会永远是这样，但就目前而言，这就是我们看到的。
If you are a semiconductor investor, as an Nvidia bull, I'm not worried, right? Just because we continue to hear from every single player, even from Microsoft, that supply constraint is the big issue.
We continue to see massive demand for compute. Unfortunately, we don't have the supply. So, as long as that's the story, right, Neil, as long as that's the story, I wouldn't put too much fear in any form of competition right now in the AI space, that's not always going to be a story, but as of now, that's what we're reading.
这个频道对 $NVDA 的历次判断
The Motley Fool 在这只股票上共 14 条判断，这里只列相邻的几条。