小老虎嗷嗷叫的个人主页 - 老虎社区

小老虎嗷嗷叫

小老虎嗷嗷叫

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小老虎嗷嗷叫

11-26 18:41

今晚看达哥了

特朗普考虑任命人工智能部长，让美国保持在AI领域的前沿地位

小老虎嗷嗷叫

11-26 13:01

$英伟达(NVDA)$ 跌破就卖[流泪]

小老虎嗷嗷叫

11-25 22:52

这个就是噱头，在等一个月走着瞧

英伟达不再是焦点了？AI交易已经变了！

小老虎嗷嗷叫

11-25 20:54

Replying to @Bourse2022:最后还不是以美元计价值。本质是美元//@Bourse2022:BTC历史比较短，共识还没有那么强，虽然确实各方面都优于黄金，这个周期能涨到黄金市值的一半就不错了。超苹果那就更没问题了

小老虎嗷嗷叫

11-25 20:52

$英伟达(NVDA)$ 天天利好天天跌。有意思

小老虎嗷嗷叫

11-22

$英伟达(NVDA)$ 看着盘前热度，今晚不行了

小老虎嗷嗷叫

11-21

152被我取消手贱改成了154[笑哭]

@峻宇688:$英伟达(NVDA)$ 又接不到了啊啊啊

小老虎嗷嗷叫

11-21

$英伟达(NVDA)$ 机构这段时间筹码抢够了，今晚大涨

小老虎嗷嗷叫

11-18

跌了这么多，尘埃落定在进都行。不着急

小老虎嗷嗷叫

11-18

不看到最后以为英伟达完了[笑哭]

英伟达盘前跌3%，报道称新一代AI芯片被曝过热恐延迟交付，公司回应称“客户还在抢”

小老虎嗷嗷叫

11-18

不能盲目跟风，拿稳英伟达别让机构把筹码骗走[开心]

小老虎嗷嗷叫

11-15

明显就是交易员想抄底故意弄出烟雾弹

抱歉，原内容已删除

小老虎嗷嗷叫

11-15

$英伟达(NVDA)$ 底部建仓

小老虎嗷嗷叫

11-15

抄比特币的目的还不是换美元💵[笑哭]

抱歉，原内容已删除

小老虎嗷嗷叫

11-14

利好就是机构为了出货

抱歉，原内容已删除

小老虎嗷嗷叫

11-14

炒股的关键是合适的时机买入，合适的时机卖出赚到差价。一句话赚了就好。孙正义都翻倍了，卖出也是对的[开心]

小老虎嗷嗷叫

11-14

利好为了出货

抱歉，原内容已删除

小老虎嗷嗷叫

11-14

$英伟达(NVDA)$ 今日涨跌预测微涨2%

小老虎嗷嗷叫

11-13

$英伟达(NVDA)$ 今天特斯拉雄起，阿达阳痿呀

小老虎嗷嗷叫

11-13

$英伟达(NVDA)$ 盘前都上不了150，今天估计上150的可能性不大

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跌破就卖[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375167054561680","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374854399836376,"gmtCreate":1732546373769,"gmtModify":1732546378027,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192794739270062","authorIdStr":"4192794739270062"},"themes":[],"htmlText":"这个就是噱头，在等一个月走着瞧","listText":"这个就是噱头，在等一个月走着瞧","text":"这个就是噱头，在等一个月走着瞧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374854399836376","repostId":"2486072588","repostType":2,"repost":{"id":"2486072588","kind":"news","pubTimestamp":1732507394,"share":"https://www.laohu8.com/m/news/2486072588?lang=&edition=full","pubTime":"2024-11-25 12:03","market":"us","language":"zh","title":"英伟达不再是焦点了？AI交易已经变了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2486072588","media":"华尔街见闻","summary":"美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。","content":"<html><head></head><body><blockquote><p><strong>美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。</strong></p></blockquote><p style=\"text-align: justify;\">当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.</p><p style=\"text-align: justify;\">美国银行在11月21日的报告中指出：</p><blockquote><p style=\"text-align: justify;\">AI技术快速发展，几乎每天都有新的突破。AI能力范围广泛，包括完成软件工程任务、提供客户服务、预订旅行，甚至可以用于精密手术或车辆组装等。Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b38b1f29a4d33bb1f10f3e19907bb464\" tg-width=\"390\" tg-height=\"366\"/></p><p style=\"text-align: justify;\"><strong>美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益者的第二阶段：</strong></p><blockquote><p style=\"text-align: justify;\">不要低估AI在这个阶段的短期颠覆潜力，整个AI投资领域，特别是软件股，市场不太可能完全定价。<strong>随着软件“AI时刻”到来，AI货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。</strong></p></blockquote><h2 id=\"id_4155300116\">从知识工作者到体力劳动者，AI应用持续拓展</h2><p style=\"text-align: justify;\">具体来看，美银指出，AI应用持续蓬勃发展：</p><blockquote><p style=\"text-align: justify;\">新的、颠覆性的AI能力似乎正在以每周，甚至每天的速度出现，AI能力的发展速度如此之快，以至于AI代理可能完成端到端的软件工程任务。<strong>我们预计最新的Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人，这可能会比投资者预期的更早地改变全球经济。</strong></p></blockquote><p style=\"text-align: justify;\">美银表示，AI代理型技术的进步不仅改善了现有工具，还催生了新的应用。</p><blockquote><p style=\"text-align: justify;\">AI软件目前展示的只是未来可能性的冰山一角。OpenAI和Anthropic的模型最近展示了具有博士水平能力，Mistral的新模型在视觉能力任务上表现出色。微软和谷歌也推出了增强AI代理功能的新产品，谷歌Gemini AI推出记忆功能以实现个性化，Perplexity与Stripe合作推出了Buy With Pro购物平台，甚至用于评估模型性能的基准也在提高。</p></blockquote><p style=\"text-align: justify;\">美银强调，机器人拓宽了AI应用范围：</p><blockquote><p style=\"text-align: justify;\">新兴的机器人能力可能会在仓储、餐饮、建筑等多个领域产生颠覆性影响，<strong>尽管全球工业机器人安装的增长尚未加速，但预计到2026年，通用机器人将以较低的成本进入市场。</strong>其中，中国在2023年占据了51%的新安装份额，以及41%的运营机器人份额。</p></blockquote><p style=\"text-align: justify;\">对于劳动力市场影响方面，美银表示：</p><blockquote><p style=\"text-align: justify;\">AI技术的进步可能会影响广泛的职业，从知识工作者到体力劳动者。尽管短期内不太可能出现大规模的AI驱动的劳动力替代，但随着AI代理和机器人的普及，竞争将变得越来越激烈。到2030年，代理AI可能填补1000万全球卫生工作者的短缺。</p></blockquote><h2 id=\"id_1878684510\">投资者关注点转移到AI第二阶段</h2><p style=\"text-align: justify;\">美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益的第二阶段：</p><blockquote><p style=\"text-align: justify;\">不仅仅是半导体公司和大型云服务提供商，标普指数公司在财报和会议上越来越多地提及AI。<strong>随着企业AI采用在2025年增加并在2026年加速，未来一年关注点将转移到AI受益者的第二阶段，特别是软件公司。</strong>因在Agentic AI上的布局，美银对Microsoft、Salesforce、Adobe等大公司表示青睐，而NICE、Informatica、Zeta等中小市值公司也被视为有潜力的目标公司。</p></blockquote><p style=\"text-align: justify;\">美银列举了AI受益的三大发展阶段：</p><blockquote><p style=\"text-align: justify;\">第一阶段：预计AI受益者将从英伟达扩展到更广泛的半导体领域和云服务提供商（CSPs），这包括大型云服务提供商，以及通信领域内的数据中心房地产投资信托（REITs）。</p><p style=\"text-align: justify;\">第二阶段：受益者可能会扩展到生产AI驱动应用程序的软件公司，以及生产数据中心基础设施的科技硬件和资本货物公司，如服务器、网络设备以及电气和空调设备。</p><p style=\"text-align: justify;\">第三阶段：受益者可能会扩展到整合AI产品和服务的公司，如餐饮等消费者服务公司、零售商、银行和金融服务公司等消费者非必需品公司，媒体和娱乐公司，以及生物制药和医疗设备公司。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/360fda72962bf5ae8b25bc268a7ca139\" tg-width=\"539\" tg-height=\"504\"/></p><p><br/></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"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>英伟达不再是焦点了？AI交易已经变了！</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3a90da05b9d39488005bdb9ca261d33","relate_stocks":{"BK4567":"ESG概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0882574139.USD":"富达环球消费行业基金A ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","2NVD.UK":"2X NVIDIA ETP","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","3NVD.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","HK0000320264.USD":"TAIKANG KAITAI 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ACC"},"source_url":"https://wallstreetcn.com/articles/3735079","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486072588","content_text":"美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.美国银行在11月21日的报告中指出：AI技术快速发展，几乎每天都有新的突破。AI能力范围广泛，包括完成软件工程任务、提供客户服务、预订旅行，甚至可以用于精密手术或车辆组装等。Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人。美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益者的第二阶段：不要低估AI在这个阶段的短期颠覆潜力，整个AI投资领域，特别是软件股，市场不太可能完全定价。随着软件“AI时刻”到来，AI货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。从知识工作者到体力劳动者，AI应用持续拓展具体来看，美银指出，AI应用持续蓬勃发展：新的、颠覆性的AI能力似乎正在以每周，甚至每天的速度出现，AI能力的发展速度如此之快，以至于AI代理可能完成端到端的软件工程任务。我们预计最新的Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人，这可能会比投资者预期的更早地改变全球经济。美银表示，AI代理型技术的进步不仅改善了现有工具，还催生了新的应用。AI软件目前展示的只是未来可能性的冰山一角。OpenAI和Anthropic的模型最近展示了具有博士水平能力，Mistral的新模型在视觉能力任务上表现出色。微软和谷歌也推出了增强AI代理功能的新产品，谷歌Gemini AI推出记忆功能以实现个性化，Perplexity与Stripe合作推出了Buy With Pro购物平台，甚至用于评估模型性能的基准也在提高。美银强调，机器人拓宽了AI应用范围：新兴的机器人能力可能会在仓储、餐饮、建筑等多个领域产生颠覆性影响，尽管全球工业机器人安装的增长尚未加速，但预计到2026年，通用机器人将以较低的成本进入市场。其中，中国在2023年占据了51%的新安装份额，以及41%的运营机器人份额。对于劳动力市场影响方面，美银表示：AI技术的进步可能会影响广泛的职业，从知识工作者到体力劳动者。尽管短期内不太可能出现大规模的AI驱动的劳动力替代，但随着AI代理和机器人的普及，竞争将变得越来越激烈。到2030年，代理AI可能填补1000万全球卫生工作者的短缺。投资者关注点转移到AI第二阶段美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益的第二阶段：不仅仅是半导体公司和大型云服务提供商，标普指数公司在财报和会议上越来越多地提及AI。随着企业AI采用在2025年增加并在2026年加速，未来一年关注点将转移到AI受益者的第二阶段，特别是软件公司。因在Agentic AI上的布局，美银对Microsoft、Salesforce、Adobe等大公司表示青睐，而NICE、Informatica、Zeta等中小市值公司也被视为有潜力的目标公司。美银列举了AI受益的三大发展阶段：第一阶段：预计AI受益者将从英伟达扩展到更广泛的半导体领域和云服务提供商（CSPs），这包括大型云服务提供商，以及通信领域内的数据中心房地产投资信托（REITs）。第二阶段：受益者可能会扩展到生产AI驱动应用程序的软件公司，以及生产数据中心基础设施的科技硬件和资本货物公司，如服务器、网络设备以及电气和空调设备。第三阶段：受益者可能会扩展到整合AI产品和服务的公司，如餐饮等消费者服务公司、零售商、银行和金融服务公司等消费者非必需品公司，媒体和娱乐公司，以及生物制药和医疗设备公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374825413574760,"gmtCreate":1732539296119,"gmtModify":1732539298996,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192794739270062","authorIdStr":"4192794739270062"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3527667711366936\">@Bourse2022</a>:最后还不是以美元计价值。本质是美元//<a 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17:51","market":"hk","language":"zh","title":"英伟达盘前跌3%，报道称新一代AI芯片被曝过热恐延迟交付，公司回应称“客户还在抢”","url":"https://stock-news.laohu8.com/highlight/detail?id=2484225666","media":"智通财经","summary":"智通财经APP获悉，据知情人士透露，英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。知情人士透露，Blackwell GPU 专为 AI 和高性能计算设计，但在配置 72 个处理器的服务器中出现过热问题，此类服务器每个机架功耗最高可达 120 千瓦。修订后的 Blackwell GPU 于今年 10 月底才进入量产，预计最快明年 1 月底出货。今年 3 月，英伟达展示了 Blackwell 芯片，当时曾表示将在第二季度发货。","content":"<html><head></head><body><p>11月18日，英伟达盘前跌超3%，据知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 Meta 和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等主要客户对能否按计划部署 Blackwell 服务器感到担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24b7eec664ec2e7920dfff175831c80e\" title=\"\" tg-width=\"909\" tg-height=\"507\"/></p><p>英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中，需要与我们的客户共同设计。”英伟达表示：“目前客户正在抢占GB200系统的市场先机”。</p><p><strong>英伟达新一代Blackwell芯片再次延迟交付，被曝存在过热问题</strong></p><p>知情人士透露，Blackwell GPU 专为 AI 和高性能计算(HPC)设计，但在配置 72 个处理器的服务器中出现过热问题，此类服务器每个机架功耗最高可达 120 千瓦。过热问题迫使英伟达多次修改机架设计，不仅限制了 GPU 性能，还可能损坏硬件。客户因此担心，这些技术问题会延迟数据中心的处理器部署进程。</p><p>为应对这一难题，英伟达要求供应商调整机架设计，并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤，但也进一步推迟了产品交付时间。</p><p>英伟达发言人针对此事对回应称，公司正与云服务提供商密切合作，设计调整属于正常研发流程的一部分。英伟达希望通过这种合作，确保最终产品在性能和可靠性方面达到预期，同时加紧解决技术瓶颈。</p><p>修订后的 Blackwell GPU 于今年 10 月底才进入量产，预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型，其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。</p><p>今年 3 月，英伟达展示了 Blackwell 芯片，当时曾表示将在第二季度发货。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1212016.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月18日，英伟达盘前跌超3%，据知情人士透露，英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使谷歌、 Meta 和微软等主要客户对能否按计划部署 Blackwell 服务器感到担忧。英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1212016.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0345770308.USD":"NINETY ONE 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17:51","market":"hk","language":"zh","title":"英伟达盘前跌3%，报道称新一代AI芯片被曝过热恐延迟交付，公司回应称“客户还在抢”","url":"https://stock-news.laohu8.com/highlight/detail?id=2484225666","media":"智通财经","summary":"智通财经APP获悉，据知情人士透露，英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。知情人士透露，Blackwell GPU 专为 AI 和高性能计算设计，但在配置 72 个处理器的服务器中出现过热问题，此类服务器每个机架功耗最高可达 120 千瓦。修订后的 Blackwell GPU 于今年 10 月底才进入量产，预计最快明年 1 月底出货。今年 3 月，英伟达展示了 Blackwell 芯片，当时曾表示将在第二季度发货。","content":"<html><head></head><body><p>11月18日，英伟达盘前跌超3%，据知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 Meta 和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等主要客户对能否按计划部署 Blackwell 服务器感到担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24b7eec664ec2e7920dfff175831c80e\" title=\"\" tg-width=\"909\" tg-height=\"507\"/></p><p>英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中，需要与我们的客户共同设计。”英伟达表示：“目前客户正在抢占GB200系统的市场先机”。</p><p><strong>英伟达新一代Blackwell芯片再次延迟交付，被曝存在过热问题</strong></p><p>知情人士透露，Blackwell GPU 专为 AI 和高性能计算(HPC)设计，但在配置 72 个处理器的服务器中出现过热问题，此类服务器每个机架功耗最高可达 120 千瓦。过热问题迫使英伟达多次修改机架设计，不仅限制了 GPU 性能，还可能损坏硬件。客户因此担心，这些技术问题会延迟数据中心的处理器部署进程。</p><p>为应对这一难题，英伟达要求供应商调整机架设计，并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤，但也进一步推迟了产品交付时间。</p><p>英伟达发言人针对此事对回应称，公司正与云服务提供商密切合作，设计调整属于正常研发流程的一部分。英伟达希望通过这种合作，确保最终产品在性能和可靠性方面达到预期，同时加紧解决技术瓶颈。</p><p>修订后的 Blackwell GPU 于今年 10 月底才进入量产，预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型，其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。</p><p>今年 3 月，英伟达展示了 Blackwell 芯片，当时曾表示将在第二季度发货。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1212016.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月18日，英伟达盘前跌超3%，据知情人士透露，英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使谷歌、 Meta 和微软等主要客户对能否按计划部署 Blackwell 服务器感到担忧。英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1212016.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0345770308.USD":"NINETY ONE 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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特朗普考虑任命人工智能部长，让美国保持在AI领域的前沿地位\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-26 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月26日，据AXIOS网站，特朗普过渡团队消息人士称，当选总统特朗普考虑在白宫任命一位人工智能负责人，以协调联邦政策和政府对新兴技术的使用。消息人士称，埃隆·马斯克不会担任该职位，但预计他将密切参与未来的辩论和用例。</p><p>据悉，该职位将负责集中公共和私人资源，使美国保持在人工智能的前沿地位。联邦政府对人工智能技术有着巨大的需求，该名负责人可能会与各机构的首席人工智能官合作（这些首席人工智能官是在拜登总统的人工智能行政命令中设立的，可能会在特朗普上台后幸运地留职）。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173012684","content_text":"11月26日，据AXIOS网站，特朗普过渡团队消息人士称，当选总统特朗普考虑在白宫任命一位人工智能负责人，以协调联邦政策和政府对新兴技术的使用。消息人士称，埃隆·马斯克不会担任该职位，但预计他将密切参与未来的辩论和用例。据悉，该职位将负责集中公共和私人资源，使美国保持在人工智能的前沿地位。联邦政府对人工智能技术有着巨大的需求，该名负责人可能会与各机构的首席人工智能官合作（这些首席人工智能官是在拜登总统的人工智能行政命令中设立的，可能会在特朗普上台后幸运地留职）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}