Nvidia市值達3兆美元,超越蘋果,成為僅次微軟的全球第二大企業
支付動態 · 2024-06-06

Nvidia於6月5日的股價以1,224美元作收,不僅創下股價新高,也讓這家繪圖晶片龍頭市值達到3兆美元

Nvidia

乘著AI噴射機的繪圖晶片龍頭Nvidia本周三(6/5)股價上漲了5.16%,以1,224.4美元作收,不僅創下股價新高,其市值也首度突破3兆美元大關,達3.012兆美元,超越了蘋果的3.003兆美元,成為僅次於微軟的全球第二大最有價值的企業。微軟昨天收盤時的市值為3.151兆美元。

Nvidia的突飛猛進來自於2022年3月發表的Hopper GPU架構,以及基於該架構的H100 GPU,H100 GPU是在同年的9月量產,售價介於2.5萬美元至3萬美元之間,主要被應用在AI伺服器(資料中心)上。不過,銷售數字的起飛則始於截至2023年7月底的2024財年第二季,該季Nvidia創下135.1億美元的營收,成長101%,其中,資料中心營收即占了103.2億美元,成長171%。

之後的每一季Nvidia的營收成長率都超過200%,最近一次截至今年4月28日的財報顯示,該公司的營收已達到260億美元,成長262%,資料中心占了226億美元,且市場對於H100 GPU的需求始終強勁,也讓Nvidia決定每年都更新AI晶片架構,除了今年已發表的Blackwell之外,明年將推出Blackwell Ultra,後年則是Rubin。

此外,基於Blackwell架構的B100 GPU價格亦高達37,500美元。

外界對AI GPU的強烈需求也反映在Nvidia的股價上,去年底Nvidia的股價還不到500美元,但今年以來持續飆升直至本周的1,224美元。Nvidia計畫於周四(6/6)進行股票分割,將每股拆分為10股,當天收盤後仍持有Nvidia股票的用戶即可自動參與。

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