NVIDIA的大量AI投资是由强劲需求驱动的, NVIDIA’s heavy AI investments are driven by strong demand, not a spending cycle, analysts say.

一位金融分析师驳斥了人们对英伟达陷入过度资本支出循环的日益担忧，称这一想法不准确。 A financial analyst has dismissed growing concerns that NVIDIA is stuck in a cycle of excessive capital spending, calling the idea inaccurate. 分析家说,该公司在数据中心和人工智能芯片生产方面的大量投资是由人工智能繁荣的强劲持续需求驱动的。 The analyst says the company’s heavy investments in data centers and AI chip production are driven by strong, sustained demand from the AI boom. 与自我败坏的支出循环不同,这些支出被视为可扩展和有利可图,得到收入增加、利润强劲和与主要云源供应商长期交易的支持。 Unlike a self-defeating spending loop, these expenditures are seen as scalable and profitable, supported by rising revenues, strong margins, and long-term deals with major cloud providers. 分析师认为,NVIDIA的战略仍然在财务上健全,并处于有利地位,能够从长期人工智能增长中受益. The analyst argues that NVIDIA’s strategy remains financially sound and well-positioned to benefit from long-term AI growth.