英伟达新一代AI芯片Blackwell Ultra迎来首次商业化

Semi Display

2025/07/08

Semi Display /CoreWeave首次将英伟达的最新AI芯片Blackwell Ultra商业化。据3日(当地时间)CNBC报道，CoreWeave成为首家采用英伟达最新芯片的云服务提供商。戴尔制造了GB300 NVL72 AI系统并将其供应给CoreWeave。该系统采用液体冷却方式，配备72个GPU和36个Grace CPU。CNBC称，“此次发布标志着基于Blackwell ...

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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708122054a69c4a9e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVD2.UK","symbol_name":"2X NVIDIA ETP","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708122054a69c4a9e&s=b","article_id":"2549599109","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708122054a69c4a9e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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7%的股份。受此消息影响，截至3日，CoreWeave股价上涨6%，戴尔和英伟达股价均上涨约2%。路透社3日(当地时间)报道，“英伟达的市值在当天盘中一度达到3.92万亿美元(5448万亿韩元)，超过了历史上最有价值的公司苹果。但最终收盘价为3.89万亿美元(5407万亿韩元)，未能刷新纪录”。英伟达股价在过去四年间上涨了8倍。目前在标普500指数中，英伟达占比7%。包括微软、苹果、亚马逊和谷歌在内的五家公司占标普500指数的28%。英伟达基于最近12个月预期收益的市盈率(PE)约为32倍，低于过去五年平均值41倍，有分析认为这表明其业绩增长速度超过了股价上涨速度。英伟达的地位已经超越了企业层面。路透社补充称，“英伟达的市值超过了加拿大和墨西哥股市总和，也高于英国所有上市公司总价值”。声明：本文系根据相关网络内容编辑整理所得，我方仅为分享与讨论，不代表我方赞成或认同，如有异议，侵权欢迎联系我们更正、删除！相关链接：엔비디아-코어위브, 차세대 칩 '블랙웰 울트라' 첫 상용화https://www.thelec.kr/news/articleView.html?idxno=37771","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}