在最新发布会上，英伟达首席执行官黄仁勋透露，Blackwell和Rubin系列芯片的潜在营收规模预计将在2027年底前突破1万亿美元大关。这一预测凸显了人工智能芯片市场持续增长的巨大潜力。
黄仁勋强调，随着全球对算力需求的爆炸式增长，新一代芯片架构将推动数据中心、自动驾驶和边缘计算等领域的颠覆性创新。他指出，Blackwell平台已开始向客户交付，而Rubin架构的研发进展亦超出预期。
业界分析认为，英伟达通过持续的技术迭代巩固了其在AI计算领域的领导地位。万亿级营收预期的背后，反映了企业数字化转型和生成式AI应用普及带来的长期需求动能。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.