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Nvidia’s AI supremacy is a weapon that cuts both ways
Lex专栏:英伟达的AI霸主地位是一把双刃剑

While the chipmaker is the big winner from the booming technology, it is singularly exposed to changing expectations
这家芯片制造商虽因这股技术热潮成为最大赢家,却也对预期变化格外敏感。

It’s hard to overstate how unlikely it is that a business with almost $200bn of annual revenue would grow at a rate of over 60 per cent. Yet such are the fantastical finances of Nvidia. The chipmaker that dominates artificial intelligence continued to break all the rules that apply to large companies with its quarterly earnings on Wednesday. Investors who try to predict how long this can persist do so at their peril.

一家年收入近2000亿美元的企业能保持60%以上的增长率,出现这种情况的可能性简直低得离谱。但这正是英伟达(Nvidia)匪夷所思的财务表现。这家在人工智能领域占据主导地位的芯片制造商在周三公布季度业绩时,继续打破一切适用于大型公司的常规。试图预测这种增长能持续多久的投资者,都将面临巨大风险。

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