輝達股東請放心！祖克柏開金口預測AI前景：2026年將大幅加速

記者鄧天心／綜合報導

隨著美股財報季火熱展開，全球投資人的目光再度鎖定在AI晶片霸主輝達(Nvidia)身上，過去五年股價狂飆1300%，營收屢創新高，然而，市場最擔心的問題始終是「這波漲勢還能持續多久？」對此，Meta執行長祖克柏(Mark Zuckerberg)近期的一席話，或許為輝達的多頭走勢打了一劑強心針。

Facebook母公司Meta。（圖／123RF）
祖克柏預告的未來對輝達是利多。（圖／123RF）

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身為輝達的大客戶，Meta的動向往往被視為AI硬體需求的風向球，祖克柏在上週的財報法說會中直言：「我們正目睹AI發展大幅加速，我預期2026年這股浪潮將在多個層面進一步擴大。」他強調2026年將是「打造未來基礎建設的關鍵年」。

Meta受惠於社群軟體(Facebook、Instagram)廣告營收強勁，Meta上季營收成長24%來到590億美元，滿手的現金意味著Meta有足夠的銀彈繼續投資AI軍備競賽，這對輝達來說無疑是最大的利多。

祖克柏的談話暗示了輝達產品的需求將從早期的模型訓練延伸至更廣泛的日常推論應用，近期許多企業開始將AI平台導入實際解決複雜問題，對GPU的依賴只會增不減，此外，輝達預計在今年稍晚推出新一代Rubin平台，這將成為推動營收成長的另一個強大動力，祖克柏的預測證實了AI基礎建設週期遠未結束。對於輝達持有者來說，這無疑是一顆定心丸；但對於觀望者而言，AI浪潮下的硬體需求，顯然還有很長一段路要走。

資料來源：The Motley Fool

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