Nvidia는 오늘 AI 뉴스 덕분에 급등했다 -- 지금이 주식을 사야 할 때일까?(2024.09.12)

2024.09.12

-“Everything is sold out,” Huang said, as customers clamor for Nvidia’s products to support artificial intelligence.

황은 "모든 제품이 매진되었다"며, 고객들이 인공지능을 지원하기 위해 Nvidia 제품을 열렬히 찾고 있다고 말했습니다.

 

황은 Nvidia 제품이 고객들에게 제공하는 수익성도 강조하며, 클라우드 회사가 Nvidia 인프라에 1달러를 투자할 때마다 해당 회사는 5달러의 임대 수익을 얻는다고 말했습니다.

 

오라클은  Nvidia의 블랙웰(Blackwell) 플랫폼을 지원받아 10만 개 이상의 GPU가 장착된 Oracle Cloud Infrastructure(OCI) 슈퍼클러스터를 공개했으며, 이를 통해 AI 모델을 훈련하고 배포할 예정입니다. OCI 슈퍼클러스터는 2025년 상반기에 출시될 것으로 예상됩니다.

 

--------------------------------------------

 

 

 

Nvidia Soared Today Thanks to AI News -- Is It Time to Buy the Stock? (yahoo.com)

Nvidia Soared Today Thanks to AI News -- Is It Time to Buy the Stock?

Nvidia는 오늘 AI 뉴스 덕분에 급등했다 -- 지금이 주식을 사야 할 때일까?

 

Nvidia (NASDAQ: NVDA) stock posted big gains in Wednesday's trading. The artificial intelligence (AI) leader's share price closed out the daily session up 8%, according to data from S&P Global Market Intelligence.

Nvidia stock gained ground in conjunction with a report from Semafor that the U.S. was considering lifting restrictions on the sale of advanced semiconductors to Saudi Arabia. If so, it would open up a new market for the AI company.

 

Nvidia(NASDAQ: NVDA) 주식은 수요일 거래에서 큰 폭으로 상승했습니다. 인공지능(AI) 선도 기업의 주가는 S&P Global Market Intelligence의 데이터에 따르면 8% 상승하며 하루 거래를 마감했습니다.

Nvidia 주식은 미국이 사우디아라비아에 대한 고급 반도체 판매 제한을 해제하는 것을 고려 중이라는 Semafor의 보도와 함께 상승했습니다. 만약 이 제한이 해제된다면, AI 회사에 새로운 시장이 열리게 될 것입니다.

 

Nvidia's valuation also got a significant boost thanks to comments made in a presentation by CEO Jensen Huang. Speaking at the Communacopia and Technology Conference hosted by Goldman Sachs, Huang stated that his company was continuing to see incredible levels of demand.

 

Nvidia의 평가액은 또한 CEO 젠슨 황이 발표에서 한 발언 덕분에 상당한 상승을 보였습니다. 황은 골드만 삭스가 주최한 Communacopia 및 기술 회의에서 회사가 여전히 엄청난 수준의 수요를 보고 있다고 말했습니다.

 

He also issued encouraging guidance for Blackwell, the company's next-generation processors. Huang said that Blackwell's manufacturing has already ramped up, the chips are set to begin shipping to customers in significant numbers in Q4, and demand among customers is very high.

 

그는 또한 회사의 차세대 프로세서인 블랙웰(Blackwell)에 대한 긍정적인 가이던스를 제시했습니다. 황은 블랙웰의 생산이 이미 본격화되었으며, 이 칩들이 4분기에 대량으로 고객에게 출하될 예정이고, 고객들의 수요가 매우 높다고 말했습니다.

 

The Nvidia CEO also said that his company was approaching its designs with fabrication versatility in mind. The company currently relies on Taiwan Semiconductor Manufacturing to manufacture its chip designs, but it says it's taking steps to ensure it can move to other fabs if necessary.

 

Nvidia CEO는 또한 회사가 설계 시 제조 유연성을 염두에 두고 접근하고 있다고 말했습니다. 현재 회사는 대만 반도체 제조(TSMC)에 의존해 칩 설계를 제조하고 있지만, 필요할 경우 다른 공장으로 이전할 수 있도록 조치를 취하고 있다고 밝혔습니다.

 

Is Nvidia stock a buy right now?

On the heels of some recent volatility for the stock, Jensen Huang gave Nvidia investors a lot of reassuring news today. The report about Nvidia's chips potentially being greenlit for sale in Saudi Arabia also highlights untapped growth opportunities among government customers.

Nvidia has been serving up stellar sales and earnings growth that has powered incredible share price gains, but that's also raised questions among investors about how long the momentum can be sustained. Today's favorable news developments helped allay concerns and power big gains for the stock, and I think Nvidia still offers attractive upside at current prices.

 

Nvidia 주식을 지금 사야 할까?

최근 주가의 변동성에 이어, 젠슨 황은 Nvidia 투자자들에게 많은 안심할 만한 소식을 전했습니다. Nvidia 칩이 사우디아라비아에서 판매 승인을 받을 가능성이 있다는 보도는 정부 고객들 사이에서 아직 개척되지 않은 성장 기회를 강조합니다.

Nvidia는 놀라운 매출과 수익 성장으로 엄청난 주가 상승을 이끌어 왔지만, 이는 또한 투자자들 사이에서 이러한 모멘텀이 얼마나 오래 지속될 수 있을지에 대한 의문을 불러일으켰습니다. 오늘 나온 긍정적인 소식들은 이러한 우려를 덜어주고 주가에 큰 상승을 가져왔으며, 현재 가격에서 Nvidia는 여전히 매력적인 상승 가능성을 제공한다고 생각합니다.

 

The company continues to have a clear lead in the advanced graphics processing unit (GPU) space, and the long-term demand outlook for its GPUs and emerging technology and service offerings remains very favorable. Recent volatility for the stock highlights that expectations are very high, but the company looks poised to deliver another big leap forward in processing with its Blackwell chips -- and it could be laying the foundations for long-term dominance in the AI space.

 

이 회사는 여전히 고급 그래픽 처리 장치(GPU) 분야에서 확실한 선두를 유지하고 있으며, GPU와 신기술 및 서비스 제공에 대한 장기적인 수요 전망은 매우 긍정적입니다. 최근 주식의 변동성은 기대치가 매우 높다는 점을 강조하지만, 회사는 블랙웰 칩을 통해 또 한 번 큰 도약을 이룰 준비가 되어 있는 것으로 보입니다. 또한, AI 분야에서 장기적인 지배력을 위한 토대를 마련하고 있을 수 있습니다.

 

------------------------------

 

2024.09.12

Nvidia stands out amid macro uncertainty, strategist says (yahoo.com)

 

Market Domination anchors Julie Hyman and Josh Lipton sit down with UBS Global Wealth Management head of asset allocation Jason Draho to discuss the strategist's bullish view of Nvidia (NVDA) and the tech sector (XLK) at large amid macroeconomic uncertainties as the Federal Reserve considers rate cuts.

The tech sector's "earnings numbers are coming through," Draho said, highlighting Nvidia's most recent quarterly report, in which he said "the results were still impressive" despite the market's reaction. "Perhaps didn't guide upwards as much as the market has liked in the past," he said, adding "the bar is just so high" for the chipmaker that "there's easy scope for disappointment."

 

Market Domination 앵커인 Julie Hyman과 Josh Lipton은 UBS 글로벌 자산 관리의 자산 배분 책임자인 Jason Draho와 만나, 연방준비제도가 금리 인하를 고려하는 가운데 Nvidia(NVDA)와 기술 섹터(XLK)에 대한 전략가의 낙관적인 전망을 논의했습니다.

Draho는 "기술 섹터의 수익이 기대에 부응하고 있다"며, Nvidia의 최근 분기 보고서를 강조했습니다. 그는 "시장 반응에도 불구하고 결과는 여전히 인상적이었다"고 말했습니다. 또한, "과거에 시장이 원했던 만큼 가이던스를 높이지 않았을 수도 있다"며, "기대치가 너무 높아 실망하기 쉬운 상황"이라고 덧붙였습니다.

 

Draho said Nvidia's market position is promising, given that demand for its products outpaces supply as UBS expects artificial intelligence (AI) spending to accelerate in the next year. Nvidia CEO Jensen Huang spoke at the Goldman Sachs Communacopia & Technology Conference, saying there is "intense" demand for the company's chips.

 

Draho는 Nvidia의 시장 위치가 유망하다고 말하며, UBS는 내년에 인공지능(AI) 지출이 가속화될 것으로 예상하면서 Nvidia 제품에 대한 수요가 공급을 초과한다고 언급했습니다. Nvidia CEO 젠슨 황은 골드만 삭스의 Communacopia & 기술 회의에서 자사 칩에 대한 "강력한" 수요가 있다고 말했습니다.

 

"It's not bad owning these kind of companies that have really strong earnings power, really dominant positions" rather than "taking either a lot of cyclical risk or getting too defensive in an environment where ultimately we still think it's going to be a soft landing and a relatively good macro environment over the next six to 12 months," Draho tells Yahoo Finance.

 

Draho는 Yahoo Finance와의 인터뷰에서 "매우 강력한 수익 능력과 지배적인 위치를 가진 이러한 종류의 기업을 보유하는 것이, 많은 경기 순환적 위험을 감수하거나 지나치게 방어적으로 나서는 것보다 나쁘지 않다"며, "궁극적으로 우리는 여전히 향후 6개월에서 12개월 동안 경기 연착륙과 비교적 좋은 거시 경제 환경을 예상하고 있다"고 말했습니다.

 

----------------------------

2024.09.12

Nvidia CEO Says Chipmaker Is Seeing ‘Incredible’ Demand, Sending Stock Higher Wednesday (yahoo.com)

Nvidia CEO Says Chipmaker Is Seeing ‘Incredible’ Demand, Sending Stock Higher Wednesday

Nvidia CEO가 "놀라운" 수요를 보고 있다고 언급하며 수요일에 주가가 상승했다

 

Key Takeaways

-Nvidia shares surged Wednesday after CEO Jensen Huang said the chipmaker is seeing "incredible" demand.

Nvidia 주가는 CEO 젠슨 황이 "놀라운" 수요를 보고 있다고 말한 후 수요일에 급등했습니다.

 

-“Everything is sold out,” Huang said, as customers clamor for Nvidia’s products to support artificial intelligence.

황은 "모든 제품이 매진되었다"며, 고객들이 인공지능을 지원하기 위해 Nvidia 제품을 열렬히 찾고 있다고 말했습니다.

 

-The CEO also touted the return on Nvidia products for customers, saying every dollar a cloud company might spend on Nvidia infrastructure translates to $5 in rentals for the company.

 

또한 황은 Nvidia 제품이 고객들에게 제공하는 수익성을 강조하며, 클라우드 회사가 Nvidia 인프라에 1달러를 투자할 때마다 회사는 5달러의 임대 수익을 얻는다고 말했습니다.

 

Nvidia Corporation (NVDA) shares surged 8% Wednesday after CEO Jensen Huang said the chipmaker is seeing "incredible" demand.

Huang said at Goldman Sachs' Communacopia + Technology Conference that “everything is sold out,” as customers clamor for Nvidia infrastructure to support artificial intelligence (AI).

“Our company works with every AI company in the world today,” Huang said, according to a transcript provided by AlphaSense. "Everybody's counting on us."

 

 

Nvidia Corporation(NVDA)의 주가는 수요일에 CEO 젠슨 황이 "놀라운" 수요를 보고 있다고 말한 후 8% 급등했습니다.

황은 골드만 삭스의 Communacopia + 기술 회의에서 "모든 제품이 매진되었다"며, 고객들이 인공지능(AI)을 지원하기 위해 Nvidia 인프라를 열렬히 찾고 있다고 말했습니다.

AlphaSense가 제공한 대본에 따르면, 황은 "우리 회사는 오늘날 전 세계 모든 AI 기업들과 협력하고 있다"고 말하며, "모두가 우리를 믿고 있다"고 덧붙였습니다.

 

Nvidia's chips are used by several major cloud providers, including Microsoft (MSFT) and Amazon (AMZN). Both companies have told investors they expect to boost spending on AI infrastructure.

Huang touted the return on Nvidia's products for customers as well, saying every dollar a cloud company might spend on Nvidia infrastructure translates to $5 in rentals for the company.

 

Nvidia의 칩은 Microsoft(MSFT)와 Amazon(AMZN)을 포함한 여러 주요 클라우드 제공업체에서 사용됩니다. 두 회사 모두 투자자들에게 AI 인프라에 대한 지출을 늘릴 것으로 예상한다고 밝혔습니다.

황은 Nvidia 제품이 고객들에게 제공하는 수익성도 강조하며, 클라우드 회사가 Nvidia 인프라에 1달러를 투자할 때마다 해당 회사는 5달러의 임대 수익을 얻는다고 말했습니다.

 

Nvidia GPS on Display at Oracle CloudWorld

 

Nvidia GPUs were also on display at Oracle’s (ORCL) CloudWorld conference Wednesday. The company unveiled an Oracle Cloud Infrastructure (OCI) Supercluster supported by Nvidia's Blackwell platform equipped with more than 100,000 GPUs to train and deploy AI models. The OCI Superclusters are expected to be available in the first half of 2025.

 

Nvidia GPU는 수요일 Oracle(ORCL)의 CloudWorld 컨퍼런스에서도 선보였습니다. 이 회사는 Nvidia의 블랙웰(Blackwell) 플랫폼을 지원받아 10만 개 이상의 GPU가 장착된 Oracle Cloud Infrastructure(OCI) 슈퍼클러스터를 공개했으며, 이를 통해 AI 모델을 훈련하고 배포할 예정입니다. OCI 슈퍼클러스터는 2025년 상반기에 출시될 것으로 예상됩니다.

 

Oracle and Nvidia partnered at the conference to showcase how Nvidia’s platform can accelerate AI and data processing for enterprise customers.

Shares of Nvidia closed 8% higher at $116.91 Wednesday, partially reversing recent losses following a sales forecast that came up short of lofty expectations.

 

Oracle과 Nvidia는 이번 컨퍼런스에서 Nvidia의 플랫폼이 기업 고객을 위한 AI 및 데이터 처리 속도를 어떻게 가속화할 수 있는지 시연하기 위해 협력했습니다.

Nvidia 주식은 수요일 8% 상승한 116.91달러로 마감하며, 최근 높은 기대치에 미치지 못한 매출 전망으로 인한 손실을 일부 회복했습니다.