好的,现在来看排名第二的公司,它保持第二位,这家公司实际上托管并运营着 Nvidia 的许多硬件,那就是 Nebia's Group,股票代码 NBIS,其市值约为 3.3 亿美元,在投资组合中仅占 0.5%。
All right. Now, coming in at um number two here, holding number two, uh we have a company that actually houses and runs much of Nvidia's own hardware, and that's in Nebia's Group, ticker symbol NBIS, which at about $330 million is still only worth half of 1% in the portfolio.
但 Nvidia 显然在投资这家新云运营商,用于其大型高性能数据中心,这些数据中心配备了 Nvidia 最新的 GPU。Nebia's 随后将所有这些高性能计算能力出租给其他需要但缺乏相同基础设施和专业知识的公司,有时甚至包括软件或平台。
But Nvidia is clearly investing in this neo cloud operator for their giant high-performance data centers that get packed with Nvidia's latest GPUs. Which Nebia's then rents out all of that high computing power to other companies that need it, but don't have all the same infrastructure and expertise as Nebia's to run it, or sometimes even the software or platforms.