엔비디아, 수요 전망 '시야 확대'…역대 최초 연초 예측 가능성 제시, 프리미엄 밸류에이션 정당화될까? 💬 공유하기
🇰🇷 한글 번역
젠슨 황, 엔비디아 이제 수요에 대해 “훨씬 더 높은 가시성” 확보… 첫 번째로 일년 앞까지 예측 가능해졌다. 이 자신감이 엔비디아의 프리미엄 밸류에이션을 정당화할 수 있는가? 더 글로브 앤 메일
📄 원문 (English)
Jensen Huang Said Nvidia Now Has "a Lot Greater Visibility" Into Demand, Letting It Forecast a Full Year Ahead for the First Time Ever. Does That Confidence Justify Nvidia's Premium Valuation? The Globe and Mail
▶ 칩 라이브 24 홈으로 — chiplive24.com 💬 공유하기
다른 반도체 뉴스 AMD plans to apply FSR 4 to devices such as APUs by the end of 2026, and develop a corresponding lightweight version of EVERY NET. · m.expreview.com Lisa Su aims to secure South Korea's supply chain, with AMD seeking partnerships with Samsung and SK Hynix for a period of three to five years or longer. · 富途牛牛 Jensen Huang Said Nvidia Now Has "a Lot Greater Visibility" Into Demand, Letting It Forecast a Full Year Ahead for the First Time Ever. Does That Confidence Justify Nvidia's Premium Valuation? · Yahoo Finance Jensen Huang Said Nvidia Now Has "a Lot Greater Visibility" Into Demand, Letting It Forecast a Full Year Ahead for the First Time Ever. Does That Confidence Justify Nvidia's Premium Valuation? · Yahoo Finance Jensen Huang Said Nvidia Now Has "a Lot Greater Visibility" Into Demand, Letting It Forecast a Full Year Ahead for the First Time Ever. Does That Confidence Justify Nvidia's Premium Valuation? · The Motley Fool Think You Missed Out on Nvidia's Stock Rise? Think Again. · Yahoo Finance Microsoft, in partnership with NVIDIA, unveiled a new flagship Surface device and simultaneously launched "Lobster," its personal assistant Scout. · 富途牛牛 Elon Musk to get top US science medal along with Google's Sergei Brin, Nvidia's Jensen Huang and AMD's Lisa Su, Trump says · Hindustan Times