#头条首发大赛#
快速导读
Nvidia’s strong performance in the first half of the year, with a stock price increase of about 150%, solidifies its dominant position in the AI chip market with an 80% share. Despite Nvidia’s success, another company surpassed it in the first half with a 188% stock price surge, operating in the AI field and benefiting from the growth of Nvidia and other chip manufacturers. The focus now shifts to whether this emerging competitor can sustain its growth and excel in the market. Additionally, Super Micro Computer Inc. (SMCI) has shown remarkable growth in providing servers and workstations for AI data centers, surpassing Nvidia’s performance recently with significant revenue and profit increases. Collaborating with major chip designers like Nvidia and Intel, SMCI’s rapid growth has exceeded the industry average by five times in the past year.
Nvidia的主导地位和增长
Nvidia（纳斯达克：NVDA）一直表现强劲，其股价在上半年上涨了约150％，在过去五年中曾经经历了惊人的增长，涨幅达到1300％。该公司在人工智能（AI）芯片市场占据重要的80％份额，并为着手进行AI项目的公司提供各种产品和服务。这导致其季度利润保持三位数增长，巩固了其在市场中的地位。
新兴竞争与潜力
尽管Nvidia表现出色，但另一家公司在上半年超过了这家芯片制造商，股价暴涨了188％。这家竞争对手也在AI领域内运营，并且其收入有所增长，受益于Nvidia和其他芯片制造商的增长。现在的问题是：这家股票在上半年超过了Nvidia和市场，能否在下半年复制其成功？这引发了人们对这个新兴竞争者能否持续增长并在市场中表现优异的好奇。
超微电脑的增长轨迹
最近超越了Nvidia的明星表现者是超微电脑（纳斯达克：SMCI），这家公司在市场上已有三十多年的历史。超微电脑专注于为AI数据中心提供服务器、工作站和其他必要设备，随着AI热潮的来临，其收入和净利润出现了显著增长。该公司与像Nvidia和Intel这样的主要芯片设计商合作，将其产品开发与它们的创新保持一致，推动了其快速增长，过去一年的增长速度超过了行业平均水平的五倍。