Jim Cramer Reveals Nvidia's Non-Tech Partners That Can Be Potential Market Winner: 'Best Opportunities'
Jim Cramer Reveals Nvidia's Non-Tech Partners That Can Be Potential Market Winner: 'Best Opportunities'
CNBC host Jim Cramer has spotlighted several lesser-known partners of NVIDIA Corp (NASDAQ:NVDA) that could potentially benefit from the company's advanced artificial intelligence (AI) technology.
CNBC主持人吉姆·克莱默重点介绍了NVIDIA公司（纳斯达克股票代码：NVDA）的几个鲜为人知的合作伙伴，他们可能会从该公司的先进人工智能（AI）技术中受益。
What Happened: Cramer, while reporting from Nvidia's conference in San Jose, California, identified several non-tech companies that could see significant gains from their association with Nvidia, reported CNBC on Tuesday.
发生了什么：据CNBC周二报道，克莱默在加利福尼亚州圣何塞的英伟达会议上报道了几家非科技公司，他们可能会从与英伟达的合作中获得重大收益。
He emphasized that these non-tech partners, often overlooked compared to the big tech companies, could present the "best opportunities." Cramer mentioned companies like Getty Images Holdings Inc (NYSE:GETY) and Shutterstock Inc (NYSE:SSTK), which, despite experiencing stagnant revenues, could see a turnaround due to their collaboration with Nvidia in training new AI models using their images.
他强调说，与大型科技公司相比，这些非科技合作伙伴经常被忽视，他们可以提供 “最佳机会”。克莱默提到了盖蒂图片控股公司（纽约证券交易所代码：GETY）和Shutterstock Inc（纽约证券交易所代码：SSTK）等公司，尽管收入停滞，但由于与英伟达合作使用其图像训练新的人工智能模型，这些公司可能会出现转机。
He also highlighted Nvidia's partnerships in the healthcare sector, including collaborations with Medtronic, GE HealthCare Technologies Inc (NASDAQ:GEHC), and Johnson & Johnson (NYSE:JNJ). Although these partnerships have not yet translated into increased earnings for the companies, Cramer suggested they could be significant market winners in the future.
他还强调了英伟达在医疗保健领域的合作伙伴关系，包括与美敦力、通用电气医疗科技公司（纳斯达克股票代码：GEHC）和强生公司（纽约证券交易所代码：JNJ）的合作。尽管这些合作伙伴关系尚未转化为两家公司的收益增加，但克莱默表示，他们将来可能会成为重要的市场赢家。
"The knowledge isn't always in the conference call, or the analyst reports—sometimes it's right here, like the purloined letter, hidden in glorious plain sight," Cramer said. You just have to get off the desk and find it by going to Nvidia's GPU technology conference and seeing who's showing off their wares at the most important AI event of the year."
克莱默说：“知识并不总是出现在电话会议或分析师报告中，有时就在这里，就像被盗的信一样，隐藏在光荣的众目之外。”你只需要下桌去参加 Nvidia 的 GPU 技术会议，看看谁在年度最重要的人工智能活动中展示他们的产品，就能找到答案。”
Why It Matters: Earlier this week, Nvidia CEO Jensen Huang emphasized that Nvidia is not just a chipmaker but an accelerated computing company focusing on offloading workloads and running them "insanely fast."
为何重要：本周早些时候，英伟达首席执行官黄延森强调，Nvidia不仅是一家芯片制造商，而且是一家加速计算公司，专注于卸载工作负载并 “非常快” 地运行它们。
Despite a drop in Nvidia's stock following Huang's keynote presentation, Cramer predicted that Nvidia's efforts would create the next industrial revolution.
尽管在黄的主题演讲后英伟达的股票下跌，但克莱默预测英伟达的努力将带来下一次工业革命。
However, the stock's performance has been mixed, with a dip following Huang's GTC 2024 keynote presentation. Despite this, analysts have praised the AI chipmaker's GTC unveilings as "nothing short of amazing."
但是，该股的表现好坏参半，黄在GTC 2024主题演讲后出现了下跌。尽管如此，分析师还是称赞这家人工智能芯片制造商的GTC发布会 “简直太神奇了”。
Image Via Shutterstock
图片来自 Shutterstock