涨几分
2023-05-26
那必须是英伟达,市场占有率不小
@互联网俊才:
三大芯片巨头决战数据中心!谁有实力分蛋糕?
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justify;\">值得注意的是,近年来,数据中心成了AMD、英特尔及英伟达的必争之地,而<strong>这三家公司也被行业称为是数据中心市场的三大巨头。</strong></p>\n<p style=\"text-align: justify;\">由于生成式AI和大语言模型的需求持续增长,<strong>英伟达AI芯片所在数据中心业务的营收创历史新高,远超过分析师预期。</strong>相比之下,AMD则远远逊色于英伟达及英特尔。</p>\n<p style=\"text-align: justify;\">更令人惊喜的是二季度指引,英伟达预计Q2营收同比增长近33%至110亿美元左右,较分析师预期高53.2%。<strong>这也将是该公司有史以来最高的季度营收。</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57224f585e0143145b103602d838bddf\" tg-width=\"1659\" tg-height=\"2982\"><span>数据</span></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 在持续已久的“AI热潮”中,各家争相推出的大模型、AI应用,引发了对算力狂热的需求,这也让芯片巨头英伟达赚麻了。周四盘前,英伟达美股盘前暴涨30%,逼近400美元/股,股价创历史新高,总市值逼近1万亿美元。</p>\n<p style=\"text-align: justify;\">全球AI算力龙头英伟达最新财报显示,Q1营收同比下降13%,降幅几乎为市场预期和四季度降幅的一半。</p>\n<p style=\"text-align: justify;\">值得注意的是,近年来,数据中心成了AMD、英特尔及英伟达的必争之地,而<strong>这三家公司也被行业称为是数据中心市场的三大巨头。</strong></p>\n<p style=\"text-align: justify;\">由于生成式AI和大语言模型的需求持续增长,<strong>英伟达AI芯片所在数据中心业务的营收创历史新高,远超过分析师预期。</strong>相比之下,AMD则远远逊色于英伟达及英特尔。</p>\n<p style=\"text-align: justify;\">更令人惊喜的是二季度指引,英伟达预计Q2营收同比增长近33%至110亿美元左右,较分析师预期高53.2%。<strong>这也将是该公司有史以来最高的季度营收。</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57224f585e0143145b103602d838bddf\" tg-width=\"1659\" tg-height=\"2982\"><span>数据</span></p>\n<p></p></body></html>","text":"$英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ 在持续已久的“AI热潮”中,各家争相推出的大模型、AI应用,引发了对算力狂热的需求,这也让芯片巨头英伟达赚麻了。周四盘前,英伟达美股盘前暴涨30%,逼近400美元/股,股价创历史新高,总市值逼近1万亿美元。 全球AI算力龙头英伟达最新财报显示,Q1营收同比下降13%,降幅几乎为市场预期和四季度降幅的一半。 值得注意的是,近年来,数据中心成了AMD、英特尔及英伟达的必争之地,而这三家公司也被行业称为是数据中心市场的三大巨头。 由于生成式AI和大语言模型的需求持续增长,英伟达AI芯片所在数据中心业务的营收创历史新高,远超过分析师预期。相比之下,AMD则远远逊色于英伟达及英特尔。 更令人惊喜的是二季度指引,英伟达预计Q2营收同比增长近33%至110亿美元左右,较分析师预期高53.2%。这也将是该公司有史以来最高的季度营收。 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