#英伟达AI业务增长 Looking back at NVIDIA's development over the years is truly remarkable. From its beginnings as a graphics card manufacturer to its current dominance in the AI chip field, the company's transformation is nothing short of textbook. The recently announced financial report once again exceeded market expectations, with a quarterly revenue of $57 billion that left people astounded. I remember when GPUs were just starting to be used for Depth learning, many people were skeptical. But Jen-Hsun Huang keenly seized this opportunity, continually investing in research and development, and finally ushered in the explosion of the AI era.

This reminds me of NVIDIA's performance during the cryptocurrency boom in 2017. At that time, their graphics cards were used extensively for mining, and their revenue saw explosive growth. However, that growth quickly peaked and fell back down. In contrast, this AI boom seems to be more solid and lasting. Jen-Hsun Huang said he hasn't seen a bubble, and I agree with that assessment. The application scenarios for AI are much broader than mining, and the industry chain is also more mature.

However, history tells us that there is indeed a cyclical nature in the technology industry. Nvidia is currently thriving, but in the long term, competitors will eventually catch up. For investors, it is important to recognize the potential for growth while also being wary of possible risks. After all, market expectations are already very high, and it won't be easy to continue to exceed those expectations in the future. Overall, Nvidia is indeed at the forefront of the times, but staying clear-headed and cautious is always a wise choice.