黄仁勋周四在接受CNBC采访时表示，对新云（neocloud）的需求“超出预期”，《商业内幕》报道。该公司已为新云及其他大型客户投入超过1700亿美元，依据《信息》对其文件的分析。
Jensen Huang told CNBC on Thursday that demand for neoclouds is “off the charts”, Business Insider reported. His company has put more than $170bn on the line for them and other large customers, according to an analysis of its filings by The Information.
该出版物还报道，英伟达正就再支持一家企业进行谈判。澳大利亚AI云公司Firmus本月撤回了其股票上市计划。
The publication also reported that Nvidia is in talks to back one more. Firmus, an Australian AI cloud company, pulled its stock market listing this month.
据Shane Burke和Phoebe Liu报道，总额包括高达1645亿美元的担保和其他承诺，用于支持新建数据中心。这些数字截至英伟达七月季度。其中包括在租户违约时向房东付款的承诺，以及购买计算能力的承诺。英伟达还已向AI云提供商直接投资或承诺投资超过70亿美元。
The total includes as much as $164.5bn in guarantees and other commitments to support new data centres, Shane Burke and Phoebe Liu reported. The figures run to Nvidia’s July quarter. Among them are promises to pay landlords if tenants default on leases, and promises to buy computing capacity. Nvidia has also invested, or agreed to invest, more than $7bn directly in AI cloud providers.
新云是指大量借款购买英伟达芯片并出租计算能力的公司。英伟达已持有价值990亿美元的购买其芯片公司的股份。它还与保险公司就以保险为担保的贷款进行洽谈。
Neoclouds are companies that borrow heavily to buy Nvidia’s chips and rent out the computing power. Nvidia already holds $99bn in shares of companies that buy its chips. It has also talked to insurers about loans backed by them.
《信息》报道，在Firmus上市失败后，英伟达正讨论向Firmus投资数亿美元。报道援引熟悉谈判的消息人士。英伟达已是该公司的投资者。TNW尚未独立核实这些报道。
Firmus after the failed float Nvidia is discussing an investment of hundreds of millions of dollars in Firmus, The Information reported. It cited people familiar with the talks. Nvidia is already an investor in the company. TNW has not independently verified the reports.
Firmus本月早些时候放弃了原计划的澳大利亚证券交易所上市，因为它难以吸引全球投资者。《彭博社》报道，该公司曾计划筹集最高达55亿美元。该交易本将使Firmus估值约300亿美元。
Firmus dropped its planned ASX float earlier this month after it struggled to win over global investors. It had sought to raise as much as $5.5bn, Bloomberg reported. The deal would have valued Firmus at about $30bn.
澳大利亚最大养老基金之一的首席投资官John Pearce解释了其基金为何未参与此次发行，《Axios》报道。
John Pearce, chief investment officer of one of Australia’s largest pension funds, explained why his fund stayed out of the offering, Axios reported.
Pearce说：“我们认为Firmus的故事确实有吸引力，只是估值并不具备吸引力。”
“We think that Firmus indeed has a compelling story. It just doesn’t have a compelling valuation,” Pearce said.
其他新云也面临压力。韩国的Elice在周二首次亮相即下跌32%。CoreWeave的股价在六个月内下跌了50%，《商业内幕》报道。黄仁勋：需求“超出预期”。
Other neoclouds are under pressure too. South Korea’s Elice sank 32% on debut on Tuesday. CoreWeave’s shares have fallen 50% in six months, Business Insider reported. Huang: demand is ‘off the charts’
英伟达首席执行官黄仁勋在接受CNBC采访时阐述了自己的观点。
Huang, Nvidia’s chief executive, made his case in the CNBC interview.
“新云服务商的需求极其旺盛。他们的能力非同寻常，”黄仁勋告诉CNBC。
“The demand for the neoclouds is off the charts. Their capabilities are extraordinary,” Huang told CNBC.
他说，该行业面临的问题是资金短缺，而非客户短缺。英伟达正致力于让其计算硬件成为贷款方愿意提供融资的资产。上周，黄仁勋曾表示CoreWeave不需要担保支持。“它正在成为一种资产类别，”黄仁勋说。“战略上极其明智”黄仁勋还为英伟达投资自身客户的做法进行了辩护。上周在伦敦，他宣布对五家英国初创公司进行投资，并告诉《财富》杂志，英伟达投资的金额仅占这些公司所需融资总额的“很小一部分”。
He said the sector’s problem was a shortage of capital, not of customers. Nvidia is working to make its computing hardware an asset that lenders will finance, he said. Last week, Huang said CoreWeave needed no backstop. “It is now becoming an asset class,” Huang said. ‘Strategically super smart’Huang has also defended Nvidia’s practice of investing in its own customers.
“这样做在战略上也是极其明智的，因为我们投资的每一家公司都接入了英伟达的生态系统，因此我们让平台更加充满活力，并能触达原本无法进入的新市场，”黄仁勋说。
In London last week, where he announced stakes in five UK startups, he told Fortune that Nvidia invests only “a small percentage” of what those companies have to raise.
据Axios报道，他在一座改建的教堂舞台上，模仿了奥普拉·温弗瑞的风格。
“It is also strategically super smart to do because everybody we invest in is connected into Nvidia’s ecosystem, and so we’re making our platform more vibrant, and we’re able to reach into new markets we otherwise couldn’t,” Huang said.
“我给你们钱！我给你们钱！我给你们钱！”黄仁勋高声喊道，据《财富》杂志报道。
On stage in a converted church, he channelled Oprah Winfrey, as Axios put it. “I am giving you money! And I am giving you money! And I am giving you money,” Huang shouted, Fortune reported.