四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”_老虎社区_美港股上老虎

四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”

华尔街见闻2023-08-01

伯恩斯坦分析师，芯片需求爆表，2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软、Meta、字节和谷歌 AI 芯片支出增长的估计，发现仅这四家公司就足以让...

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中概股的诱惑
·2023-08-01
还在吹牛逼骗韭菜，盘前成交量都没了，现在都是老韭菜不好骗，省省吧。台积电都说AI救不了芯片行业，除非英伟达愿意给台积电分润，台积电1万块钱造个芯片出来，英伟达拿出去卖要卖20万，台积电不会眼红吗？
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火火兔爸
·2023-08-01
不知道人工智能越用对算力的需求越高？
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- 火火兔爸:
  这位兄台发财没有
  2023-08-24
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- 火火兔爸:
  🥱无知者无畏
  2023-08-05
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- 峰子:
  扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。
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