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After Nvidia's Blowout Quarter, Wedbush Analyst Dan Ives Says AI Revolution Will Lead To Trillion-Dollar Valuations In Tech: 'The Party's Just Getting Started'

After Nvidia's Blowout Quarter, Wedbush Analyst Dan Ives Says AI Revolution Will Lead To Trillion-Dollar Valuations In Tech: 'The Party's Just Getting Started'

在Nvidia的井噴季度之後,Wedbush分析師丹·艾夫斯表示,人工智能革命將導致數萬億美元的科技估值:“派對才剛剛開始”
Benzinga ·  05/22 21:37

Wedbush analyst Dan Ives has made a bold prediction after Nvidia Corporation (NASDAQ:NVDA) reported its first-quarter results on Wednesday. He said that the tech industry is on the brink of a significant transformation, with the potential for trillion-dollar valuations.

英偉達公司(納斯達克股票代碼:NVDA)週三公佈了第一季度業績後,Wedbush分析師丹·艾夫斯做出了大膽的預測。他說,科技行業正處於重大轉型的邊緣,估值有可能達到萬億美元。

What Happened: On CNBC's Last Call segment, following Nvidia's impressive quarterly results, Ives said that "The party's just getting started." Nvidia's historic rally was fueled by its data center business, which saw a staggering 427% growth in the latest quarter, driven by strong demand for its artificial intelligence processors from companies.

發生了什麼:在CNBC的 “最後一次通話” 欄目中,繼英偉達令人印象深刻的季度業績之後,艾夫斯說:“派對才剛剛開始。”英偉達的歷史性漲勢是由其數據中心業務推動的,受公司對其人工智能處理器的強勁需求的推動,該業務在最近一個季度實現了驚人的427%的增長。

He went on to add, "We're going to be talking about $3-$4 trillion types of valuations in tech. There's no slowing down."

他接着補充說:“我們將談論3至4萬億美元的科技估值。不能放慢腳步。”

When sharing the clip from the segment on X, formerly Twitter, Ives also likened the current state of AI to the "1995 Moment," referring to the time when the internet began to significantly impact businesses and society.

在X(前身爲Twitter)上分享該片段的片段時,艾夫斯還將人工智能的現狀比作 “1995年時刻”,指的是互聯網開始對企業和社會產生重大影響的時代。

The AI Revolution and this 1995 Moment is just starting...get the ready @LastCallCNBC

— Dan Ives (@DivesTech) May 22, 2024

人工智能革命和這個 1995 年的時刻才剛剛開始... 做好準備 @LastCallCNBC

— 丹·艾夫斯 (@DivesTech) 2024 年 5 月 22 日

Why It Matters: Nvidia reported adjusted earnings per share (EPS) of $6.12 on $26 billion in revenue, reflecting increases of 461% and 262%, respectively, compared to the last year. The company also announced a 10-for-1 stock split and increased its quarterly dividend by 150%.

爲何重要:英偉達報告調整後的每股收益(EPS)爲612美元,收入爲260億美元,與去年相比分別增長了461%和262%。該公司還宣佈以10比1的比例進行股票分割,並將季度股息提高了150%。

While reporting the results, Nvidia CEO Jensen Huang said, "The next industrial revolution has begun — companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center — AI factories — to produce a new commodity: artificial intelligence."

英偉達首席執行官黃延森在報告業績時表示:“下一次工業革命已經開始——各公司和國家正在與NVIDIA合作,將價值數萬億美元的傳統數據中心轉向加速計算,並建造一種新型的數據中心——人工智能工廠——以生產一種新商品:人工智能。”

Meanwhile, Ives' prediction aligns with his previous statements about the potential of AI. In February earlier this year, he referred to Nvidia's fourth-quarter earnings as the start of a tech bull market that would continue into 2025.

同時,艾夫斯的預測與他先前關於人工智能潛力的陳述一致。今年2月,他將英偉達第四季度的收益稱爲將持續到2025年的科技牛市的開始。

He also predicted that Nvidia's AI infrastructure spending would lead to a "tidal wave" of AI-build-out spending, benefiting AI-related infrastructure, software, and services companies.

他還預測,Nvidia的人工智能基礎設施支出將引發人工智能建設支出的 “浪潮”,使人工智能相關的基礎設施、軟件和服務公司受益。

Last month, Ives described AI as the 'Fourth Industrial Revolution' after robust results from Microsoft and Google, suggesting that AI is on the cusp of a major impact on businesses and society.

上個月,在微軟和谷歌取得強勁業績之後,艾夫斯將人工智能描述爲 “第四次工業革命”,這表明人工智能正處於對企業和社會產生重大影響的風口浪尖。

NVDA Price Action: Nvidia shares ended Wednesday's regular session 0.46% lower at $949.50. However, the shares soared 6.06% in the after-hours trading at $1,007.

NVDA價格走勢:英偉達股價在週三的例行交易中下跌0.46%,至949.50美元。但是,該股在盤後交易中飆升了6.06%,至1,007美元。

Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

免責聲明: 該內容部分是在 Benzinga Neuro 的幫助下製作的,並由 Benzinga 編輯審查和出版。

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