HBM之父大胆预言：NVIDIA要收购存储公司！闪迪、美光都在名单内

快科技

11/03

快科技11月3日消息，在NVIDIA CEO黄仁勋时隔15年再次访韩、与三星和现代高层会面，以深化在存储和AI超级工厂合作之际，韩国KAIST教授、被誉为“HBM之父”的Kim Jung-Ho教授在节目上直言：“AI时代的主导权，正从GPU转向存储！”鉴于存储对AI性能的重要性日益凸显，Kim Jung-Ho大胆预言：NVIDIA可能会收购一家存储器公司，而收购目标可能包括美光、闪迪，甚至不排除...

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Jung-Ho大胆预言：NVIDIA可能会收购一家存储器公司，而收购目标可能包括美光、闪迪，甚至不排除...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110317593494ebdb45&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":"NVDU","symbol_name":"Direxion Daily NVDA Bull 2X Shares","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110317593494ebdb45&s=b","article_id":"2580930322","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110317593494ebdb45&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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SanDisk and Micron are on the list","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"MU":0.9,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNDK":0.9,"SNVD.UK":0.6},"content_text":"快科技11月3日消息，在NVIDIA CEO黄仁勋时隔15年再次访韩、与三星和现代高层会面，以深化在存储和AI超级工厂合作之际，韩国KAIST教授、被誉为“HBM之父”的Kim Jung-Ho教授在节目上直言：“AI时代的主导权，正从GPU转向存储！”鉴于存储对AI性能的重要性日益凸显，Kim Jung-Ho大胆预言：NVIDIA可能会收购一家存储器公司，而收购目标可能包括美光、闪迪，甚至不排除SK海力士或三星，但后两家的难度会非常大。Kim Jung-Ho的逻辑非常直接，那就是内存是瓶颈，NVIDIA被卡脖子了，他在访谈中指出，目前的GPU有60%到70%的时间，都在等待内存，处于闲置状态。虽然NVIDIA仍在持续升级GPU，但Kim Jung-Ho认为GPU的发展已几近停滞，未来的性能提升将主要依赖于存储创新。Kim Jung-Ho认为，NVIDIA目前过度依赖SK海力士和三星等存储巨头，目前HBM市场中，SK海力士占据了约60%的市场份额，且产能已被预订到2026年。如果未来 HBF等新技术也被这些韩国厂商垄断，NVIDIA将持续面临“卡脖子”的风险。Kim Jung-Ho直言，垂直整合是NVIDIA解决这一困境的最佳方案，他甚至提到，即使是OpenAI这样的AI巨头，未来也可能通过收购存储器公司来确保其发展。他还将AI热潮比作当年的加州淘金热，真正赚钱的不是淘金的人，AI热潮也一样，GPU是主角，但内存可能是真正赚钱的产业。","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":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}