现在我们转向 Nvidia。本周开盘报 223。该股本周变化不大，收于 225。Elon Musk 计划在年底前将 Nvidia 的 xAI Colossus 2 数据中心规模翻倍。
Now we move on to Nvidia. We started the week at 223. The stock saw little change this week, closing at 225. Elon Musk plans to double Nvidia 's xAI Colossus 2 data center by the end of the year.
当我们谈到 Microsoft，当我们谈到 SpaceX 时，我们会更详细地讨论这一点，但很明显，Elon Musk 在 SpaceX 上次电话会议上承诺，他们将完全依赖 Nvidia 图形处理单元。
这极其重要。如果一家云计算提供商能比任何其他公司更快地让这些数据中心投入运行，我认为 SpaceX 就是这种情况。这意味着 Nvidia 将迅速获得巨额利润。
When we get to Microsoft, and when we get to SpaceX, we will talk about this in more detail, but it is clear that Elon Musk pledged at SpaceX’s last conference call that they will rely solely on Nvidia graphics processing units.
This is extremely important. If one cloud computing provider can get these data centers up and running faster than any other, I think that's the case with SpaceX. Well, this means that Nvidia will quickly reap huge profits.