郭明𫓹：AOSL可望成为GB200新供货商，为英伟达改变认证流程下的领先受益者之一

财通社06-20

天风国际证券分析师郭明𫓹称，Nvidia（英伟达）CEO 黄仁勋日前公开表示，Nvidia的目标是每年推出新版本的旗舰AI芯片。此策略有助于Nvidia的竞争力，但面临的执行挑战为需加速供货商认证流程，才能同步提升系统开发的速度。我最新调查指出，为加速供货商认证流程，Nvidia已开始整合各AI系统之产品线采购与认证，对已取得HGX/DGX H100认证的供货商，可简化GB200认证流程并加速...

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