王春龙Bale
05-30
一张数据图对比:英伟达为什么持续暴涨!
从英伟达、苹果、微软、Meta和亚马逊的数据中心支出来看,英伟达的数据中心支出是最大的,大到什么程度呢?英伟达今年2季度的数据中心支出,已经是微软、谷歌、Meta和苹果再今年Q1支出的总和了!
这可能就是,英伟达的市值已经位居美股第三位,股价持续暴涨的原因之一,它的数据中心实力,正在蚕食前五大数据中心资本支出!
$英伟达(NVDA)$
$Meta Platforms(META)$
$苹果(AAPL)$
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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老当益壮铁树开花
05-30
老当益壮铁树开花
苹果微软meta亚马逊的数据中心是因为有云服务,英伟达的数据中心是个什么鬼?前几天不是说英伟达购买了几家云服务公司的服务吗?作为回报,那几个公司也购买英伟达芯片,这不就是大公司互相捧场的人情世故吗,互相给对方粉饰业务和财报,共同进步?
老当益壮铁树开花
:
我的意思是达文西只要好处,把风险和麻烦事都留给别人,普天之下还有这么好的事吗?
火火兔爸
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老当益壮铁树开花
:
你这理解力
老当益壮铁树开花
:
这不就是既要又要还要都要的意思[财迷][财迷][财迷]
火火兔爸
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老当益壮铁树开花
:
最辛苦的数据中心维护、安全、宕机的风险让别人来,最赚钱的GPU和最有价值的客户握在手里就够了
火火兔爸
:
英伟达卖的ai软件
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