过去几个月中,英伟达一直在说服其亚洲客户尽快订购先进芯片。与此同时,甲骨文采取了不寻常的做法,要求供应商将未完成的产品运出美国,在海外组装,希望确保更多设备不受新规影响。美国政府新的AI扩散框架规定即将实施,英伟达和包括甲骨文在内的云计算提供商正加速将芯片和服务器运往美国境外的数据中心。据The Information报道,过去几个月中,英伟达一直在说服其亚洲客户尽快订购先进芯片。与此同时,甲骨文...
Source LinkDisclaimer: 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.