TSM和Nvidia看到由AI驱动的大规模增长,TSM的收入上升了54%,Nvidia在Q3中增长了103%。 TSM and Nvidia see massive AI-driven growth, with TSM's earnings up 54% and Nvidia's 103% in Q3.

台湾半导体制造业(TSM)和Nvidia(NVDA)在AI市场领先,两者都取得了令人瞩目的增长。 Taiwan Semiconductor Manufacturing (TSM) and Nvidia (NVDA) are leading in the AI market, with both seeing impressive growth. TSM的销售额增长了36%,收入增长了54%,而Nvidia的销售额增长了94%,问题3的销售额增长了103%。 TSM's sales rose 36% and earnings by 54%, while Nvidia's sales surged 94% and earnings by 103% in Q3. 与Nvidia的32.7相比,远期价格与收入比率较低,为23.0,因此,TSM被认为是AI的较好存量。 TSM is considered the better AI stock with a lower forward price-to-earnings ratio of 23.0 compared to Nvidia's 32.7. 两家公司都受益于不断增长的AI市场,预计未来五年的支出将达到2万亿美元。 Both companies benefit from the growing AI market, with spending expected to reach up to $2 trillion over the next five years.