中概股的诱惑
2023-07-19
昨天英文的旧新闻,今天简体中文翻译之后拿出来卖,哈哈哈,meta都开源了,国内那些大公司还训练个啥劲儿,又被美国佬骗了一堆钱,笑死
英伟达布局GPU云,接近收购LambdaLabs
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href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等巨头转移。</strong></p><p>ChatGPT出圈后,全球上演了AI模型开发竞赛,进一步导致GPU需求激增。</p><p>报道称,业界对英伟达最受欢迎的芯片GPU A100的需求之高,导致亚马逊、微软、谷歌和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>限制其云客户租用。</p><p>这几家巨头是采用英伟达芯片的AI服务器的主要客户,但也开发自己的AI服务器芯片,并希望将其进行出售。</p><p><strong>这意味着它们可能会成为英伟达的强劲竞争对手。</strong></p><p>相比之下,<strong>Lambda和CoreWeave对英伟达构成的威胁较小</strong>,它们不设计自己的芯片,因此,英伟达有充分的理由帮助它们走向成功。</p><p>目前,云提供商尚未向客户大规模提供英伟达最新芯片H100,但英伟达在今年早些时候首次推出时,选择了CoreWeave和Lambda作为首批使用的公司之一。</p><p>Lambda成立于2012年,2020年该公司营收超过2000万美元,当时公司的业务重点是销售GPU驱动的计算机,而非GPU云服务器租赁。<strong>业务转型后,预计Lambda每年的营收将达到数亿美元。</strong></p><p>据PitchBook称,Lambda此前从谷歌旗下Gradient Ventures、Bloomberg Beta和Mercato Partners等风投机构那里筹集了7250万美元。</p><p>英伟达股价今年上涨超过230%,市值超过1万亿美元,数据中心芯片业务推动了其销售和盈利增长。</p><p>投资者押注,随着英伟达将运行传统CPU的老化服务器替换为将GPU和CPU结合在单个芯片上的服务器,这种增长将持续下去。</p></body></html>","source":"qthkj","collect":0,"html":"<!DOCTYPE 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href=https://wallstreetcn.com/articles/3693571><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的角色正从芯片设计公司转向云服务提供商。当地时间7月18日,美国科技媒体The Information援引知情人士报道,英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前,英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元,包括新资本在内,Lambda Labs的估值可能超过10亿美元。报道称,英伟达发言人没有发表评论。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693571\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4503":"景林资产持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4579":"人工智能","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) 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