安和昂
03-11
应该不是丐版芯片的原因,NVDA在国内营收主要是靠Gaming业务。
Gaming业务虽然在NV当前营收中的占比远不如Data Center业务,但它却是NVDA护城河CUDA的基石。
@波波斯基:
$英伟达(NVDA)$ 这两天有传言说国内有针对英伟达丐版芯片的新政策:如果使用英伟达芯片,需备案。且不论这个传言是真是假,其实英伟达在国内营收只占总营收百分之五,影响不大的。 前两年靠挖矿,这两年靠ai训练,看似偶然,实则必然。过两年ai训练需求平缓了,说不定挖矿需求又起来了,毕竟大饼又到牛市,刚刚突破新高,很多人都看到10万加了。关键的关键是,没准儿隔两年又爆出一个什么高科技的东东,需求又爆量呢。所以嘛,买了的,还是拿着一动不动比较好,赚企业增长的钱就好,没必要想着把市场波动的钱都赚干净了;没买的,找个机会,好歹配置一点吧。
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