英伟达AI芯片最大买家揭晓！你可能已经猜到

智能制造网12-19 18:33

导读

12月18日消息，Omdia的最新研究数据显示，微软成为英伟达旗舰产品Hopper芯片的最大买家，其购买量远超其他科技巨头。

微软今年采购了48.5万颗Hopper芯片，这一数字是英伟达在美国第二大客户Meta的两倍多，后者仅购买了22.4万颗。

此外，微软的采购量也领先于云计算领域的竞争对手亚马逊和谷歌。

亚马逊和谷歌虽然正努力部署自己定制的替代产品，但两家依然分别购买了19.6万枚和16.9万枚Hopper；马斯克的特斯拉和xAI总共采购的芯片数量要比亚马逊略高一些。

此外根据Omdia的说法，字节跳动和腾讯今年分别订购了约23万枚英伟达芯片，数量上要比Meta高一些。

而微软之所以要购买这么多AI芯片，主要是由于微软不仅需要数据中心运行自己的AI服务，还要通过Azure部门将算力出租给云服务客户。

来源：快科技

往/期/回/顾

REVIEW

海量资讯、精准解读，尽在新浪财经APP

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2492412324?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-19 18:33","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2492412324","market":"sh","top_or_hot":-1,"title":"英伟达AI芯片最大买家揭晓！你可能已经猜到","media":"智能制造网","content":"<html><body><div>\n<p cms-style=\"font-L\">导读</p><p cms-style=\"font-L\">12月18日消息，Omdia的最新研究数据显示，<a href=\"https://laohu8.com/S/MSFT\">微软</a>成为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>旗舰产品Hopper芯片的最大买家，其购买量远超其他科技巨头。</p><p cms-style=\"font-L\"><font cms-style=\"font-L color30\"><font cms-style=\"font-L strong-Bold color30\"><font cms-style=\"font-L strong-Bold color30\">微软今年采购了48.5万颗Hopper芯片</font></font></font><font cms-style=\"font-L\">，这一数字是英伟达在美国第二大客户Meta的两倍多，后者仅购买了22.4万颗。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">此外，</font><font cms-style=\"font-L\">微软的采购量也领先于云计算领域的竞争对手<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a></font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">亚马逊和谷歌虽然正努力部署自己定制的替代产品，但两家依然分别购买了19.6万枚和16.9万枚Hopper；马斯克的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和xAI总共采购的芯片数量要比亚马逊略高一些。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">此外根据Omdia的说法，</font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold color30\">字节跳动和<a href=\"https://laohu8.com/S/00700\">腾讯</a>今年分别订购了约23万枚英伟达芯片，数量上要比Meta高一些</font></font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">而微软之所以要购买这么多AI芯片，主要是由于微软不仅需要数据中心运行自己的AI服务，还要通过Azure部门将算力出租给云服务客户。</p><p cms-style=\"font-L\">来源：快科技</p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">往/期/回/顾</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">REVIEW</font></p><div><img cms-height=\"180\" cms-width=\"180\" src=\"http://n.sinaimg.cn/spider20241219/0/w800h800/20241219/a221-dd592f66d129433b080034a1a0c85121.jpg\"/><span></span></div><div><img cms-height=\"180\" cms-width=\"180\" src=\"http://n.sinaimg.cn/spider20241219/0/w800h800/20241219/34d9-ba7849d86d394399fe5c47a76678da8f.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达AI芯片最大买家揭晓！你可能已经猜到</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达AI芯片最大买家揭晓！你可能已经猜到\n</h2>\n\n<h4 class=\"meta\">\n\n<p class=\"head\">\n<strong class=\"h-name small\">智能制造网</strong><span class=\"h-time small\">2024-12-19 18:33</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p cms-style=\"font-L\">导读</p><p cms-style=\"font-L\">12月18日消息，Omdia的最新研究数据显示，<a href=\"https://laohu8.com/S/MSFT\">微软</a>成为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>旗舰产品Hopper芯片的最大买家，其购买量远超其他科技巨头。</p><p cms-style=\"font-L\"><font cms-style=\"font-L color30\"><font cms-style=\"font-L strong-Bold color30\"><font cms-style=\"font-L strong-Bold color30\">微软今年采购了48.5万颗Hopper芯片</font></font></font><font cms-style=\"font-L\">，这一数字是英伟达在美国第二大客户Meta的两倍多，后者仅购买了22.4万颗。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">此外，</font><font cms-style=\"font-L\">微软的采购量也领先于云计算领域的竞争对手<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a></font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">亚马逊和谷歌虽然正努力部署自己定制的替代产品，但两家依然分别购买了19.6万枚和16.9万枚Hopper；马斯克的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和xAI总共采购的芯片数量要比亚马逊略高一些。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">此外根据Omdia的说法，</font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold color30\">字节跳动和<a href=\"https://laohu8.com/S/00700\">腾讯</a>今年分别订购了约23万枚英伟达芯片，数量上要比Meta高一些</font></font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">而微软之所以要购买这么多AI芯片，主要是由于微软不仅需要数据中心运行自己的AI服务，还要通过Azure部门将算力出租给云服务客户。</p><p cms-style=\"font-L\">来源：快科技</p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">往/期/回/顾</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">REVIEW</font></p><div><img cms-height=\"180\" cms-width=\"180\" src=\"http://n.sinaimg.cn/spider20241219/0/w800h800/20241219/a221-dd592f66d129433b080034a1a0c85121.jpg\"/><span></span></div><div><img cms-height=\"180\" cms-width=\"180\" src=\"http://n.sinaimg.cn/spider20241219/0/w800h800/20241219/34d9-ba7849d86d394399fe5c47a76678da8f.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/roll/2024-12-19/doc-inczyxct6813935.shtml\">智能制造网</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SNVD.UK","symbol_name":"LS -1X NVIDIA","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2024-12-19/doc-inczyxct6813935.shtml","article_id":"2492412324","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492412324","pubTimestamp":1734604380,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"导读12月18日消息，Omdia的最新研究数据显示，微软成为英伟达旗舰产品Hopper芯片的最大买家，其购买量远超其他科技巨头。微软今年采购了48.5万颗Hopper芯片，这一数字是英伟达在美国第二大客户Meta的两倍多，后者仅购买了22.4万颗。此外根据Omdia的说法，字节跳动和腾讯今年分别订购了约23万枚英伟达芯片，数量上要比Meta高一些。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SNVD.UK":"LS -1X NVIDIA","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","NVDS.UK":"LS -1X NVIDIA","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4550":"红杉资本持仓","2NVD.UK":"2X NVIDIA ETP","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","SG9999015978.USD":"利安颠覆性创新基金A","BK4581":"高盛持仓","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","NVDA":"英伟达","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVD2.UK":"2X NVIDIA ETP","NVIW.SI":"NVDA 3xLongSG261006","BK4579":"人工智能"},"translate_title":"The largest buyer of Nvidia AI chips announced! You may have guessed","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"导读12月18日消息，Omdia的最新研究数据显示，微软成为英伟达旗舰产品Hopper芯片的最大买家，其购买量远超其他科技巨头。微软今年采购了48.5万颗Hopper芯片，这一数字是英伟达在美国第二大客户Meta的两倍多，后者仅购买了22.4万颗。此外，微软的采购量也领先于云计算领域的竞争对手亚马逊和谷歌。亚马逊和谷歌虽然正努力部署自己定制的替代产品，但两家依然分别购买了19.6万枚和16.9万枚Hopper；马斯克的特斯拉和xAI总共采购的芯片数量要比亚马逊略高一些。此外根据Omdia的说法，字节跳动和腾讯今年分别订购了约23万枚英伟达芯片，数量上要比Meta高一些。而微软之所以要购买这么多AI芯片，主要是由于微软不仅需要数据中心运行自己的AI服务，还要通过Azure部门将算力出租给云服务客户。来源：快科技往/期/回/顾REVIEW\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492412324"}