黄仁勋登顶《经济学人》封面 经济学人为什么看好英伟达？ 英伟达不是“互联网泡沫时的思科"

这张照片也不错 我专门去经济学人网站看了 已经全文阅读 原来英伟达叫做嫉妒（拉丁文） 我配不起电脑了呜呜呜

老婆我怎么发现你最近又好看了～？🤩

股票漲得快+利潤高+新技術革命吃30年 = Nvidia滿手現金流

感谢分享

英伟达现在的护城河确实比当年的思科深多了

The Cisco analogy is useful, but I think the deeper issue is not vendor financing per se — it is correlated balance-sheet exposure. Nvidia is increasingly acting as supplier, equity investor, capacity buyer and credit guarantor at the same time. If AI demand disappoints, the same shock can hit chip revenue, investment valuations and guarantee obligations simultaneously. That is the key distinction between a strong balance sheet and a low-risk balance sheet. The 0.4x leverage figure is reassuring about solvency today. It says much less about correlation in the downside scenario. And calling the whole ecosystem “$1 trillion of supply-chain finance” is a little misleading: much of that figure consists of investments, guarantees, capacity commitments and third-party financing, not $1 trillion of loans made by Nvidia.

We are coming, the first AI+Web3 theme park in Southeast Asia!

马斯克的芯片工厂一产出，黄总的买卖也快歇菜了。。。

经济��人这么牛吗，用登顶😂

大兄弟，你终于认可ai了吗

超棒的比喻，wonderful.