#5月财经新势力 #
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Overnight, the market value of the American chip giant soared by 1.34 trillion, and the founder behind it was Chinese
On May 24, most technology stocks in the U.S. capital market rose, all thanks to a stock, and it was driven by it that technology stocks performed well, this stock is Nvidia, which rose 24% on the same day, and its market value soared by $1.34 trillion overnight, with a total market value approaching $1 trillion. And NVIDIA's innate Chinese blood has also become the focus of everyone's attention.
On the same day, NVIDIA released its first-quarter earnings, after the market generally expected its revenue to be about $6.8 billion, but the real data was $7.19 billion, up 61% and 19% year-on-year, respectively, 7% more than expected. Such a brilliant performance, beyond everyone's expectations, also made its stock price soar on the day, up more than 20%, the highest time was close to 30%, after the close, its market value exceeded $960 billion, approaching the trillion dollar mark. According to other data, since 2023, NVIDIA's stock price has risen by more than 109%.
Driven by the soaring stock price of NVIDIA, other AI chip concept stocks have also risen as a whole, for example, TSMC's stock price rose by 7%, this excited state, and even infected some concept stocks in A shares, such as Jin Baize directly sealed in the price limit, and the stock prices of Inspur Information and Cambrian also rose by more than 7%, and other communication ETFs also rose in the forefront.
According to analysis, the main driving factor for NVIDIA's stock price rise is that its performance in the field of artificial intelligence is very strong, and its dominance in AI chips has been increasing, and its market share has been further consolidated, reaching 89%. In the field of artificial intelligence, NVIDIA is one of the world's largest GPU manufacturers of graphics processors, and has been actively developing new products to expand its market share. In the past few years, NVIDIA's AI chips have been leaders in the field of artificial intelligence, and its products are widely used in deep learning, big data analysis and other fields.
The first quarter earnings report also showed that NVIDIA's data center revenue reached $4.28 billion, up 14% year-on-year and 18% quarter-on-quarter, respectively, which is already several months of sequential growth. This is mainly because NVIDIA's continuous expansion in artificial intelligence, cloud computing, big data and other fields has made its data center business one of the main drivers of the company's growth. With the continuous development of artificial intelligence technology, the market demand for data centers is also increasing, and NVIDIA's leadership in this field makes it one of the biggest beneficiaries.
At the same time, NVIDIA also maintained strong growth in the gaming, cryptocurrency and other fields, with gaming revenue of $2.36 billion, up 31% year-over-year and 9% sequentially. In addition, NVIDIA also announced a cooperation with Tesla to provide it with artificial intelligence supercomputers for the research and development of self-driving cars, and the announcement of the cooperation between the two parties also provided a lot of impetus for NVIDIA's stock price to rise.
Not only that, NVIDIA's earnings data also shows that its future growth momentum is also strong, which further strengthens investors' confidence in NVIDIA's future. In the first quarter financial report, NVIDIA's gross profit margin was as high as 66.1%, an increase of 2 percentage points year-on-year and 3 percentage points month-on-month. Meanwhile, NVIDIA's cash flow was $2.47 billion, up 78% year-over-year and 34% sequentially. Nvidia said its second-quarter revenue is expected to rise to about $11 billion, up 32.7% year-over-year and 53.2% higher than expected, building on a sharp increase in the first quarter.
These figures show that while NVIDIA continues to improve its profitability and financial position, it is also expanding its business areas, laying a solid foundation for the company's future development, and its future performance will further grow, no wonder investors are so excited.
We are now on the eve of the AI era, and in the future, whoever has the computing power will have the power of AI. Because of this, the demand for computing power on the market has been rising, especially the AI large model, if you want to continue to make breakthroughs, the requirements for computing power facilities can only be higher, and the demand will only be more, which makes the price of NVIDIA GPUs continue to soar, and the delivery cycle is getting longer and longer, and the supply is very obvious.
At present, NVIDIA's chip A100 is one of the main chips for AI applications, priced at about $10,000. Another chip of NVIDIA, H100, is a chip optimized for a specific AI architecture and is one of the most advanced chips in the current AI field. Not long ago, retailers offered H100 at $36,000, and now the price has risen significantly. It is understood that now an H100 can be sold for a high price of up to $40,000, which is simply staggering, and even many people in the industry have exclaimed that the high price of $40,000 may have hype.
However, even so, it does not prevent capital from pursuing GPUs, and even Musk has shown a strong interest in GPUs. Musk even said that the difficulty of obtaining GPUs is comparable to drugs, but Musk is rich after all, and there have been media reports that Musk has stockpiled at least 10,000 GPUs, which shows that he is very optimistic about the prospects of AI, most likely, is to use these GPUs for Twitter, which he just acquired, to create a generative artificial intelligence. As a leader in social media, Twitter itself has a huge amount of data, and GPUs help Twitter analyze and refine these massive amounts of data.
Some institutions said that with the further expansion of AI applications, it will inevitably promote the accelerated growth of the computing power industry chain. At present, the mainland in the field of artificial intelligence development space is also very large, relevant data show that in the next 5 years, mainland AI will usher in a wave of unprecedented development opportunities, by 2026, mainland AI investment scale is expected to reach 26.7 billion US dollars, by then, will account for 9% of the world's total investment, ranking second. At present, dozens of companies and institutions in the mainland are rushing to run on the artificial intelligence big model track, including Baidu, Alibaba, iFLYTEK and other well-known large companies.
Of course, the recent rise in NVIDIA's stock price has also been affected by the trend of the entire technology industry. In recent years, the development of the technology industry has been accelerating, especially in the field of artificial intelligence and cloud computing, and various new technologies and applications have been emerging, driving the growth of the entire industry. As a leading technology company, NVIDIA's stock price has also benefited from the growth of the entire industry.
However, what many people did not expect was that the founder of such a very good company was Chinese. The founder of NVIDIA, Jensen Huang, is a Chinese-American. Born in February 1963 in Zhejiang, he moved with his family to Taiwan and then to the United States. He was named Time magazine's Global Person of the Year in 2007, Fortune Business Person of the Year in 2012, Forbes' Most Influential Technology List, and BusinessWeek's Business Person of the Year.
Overall, Jensen Huang is a very successful business leader and technologist, and his success has also become a model for the global Chinese and technology community, in 2022, Huang Jenxun ranked 253rd on the Hurun Global Rich List with a wealth of 59 billion yuan, I believe that in this year when NVIDIA's performance has soared, Huang Jenxun's wealth will definitely increase significantly.