英伟达的超级增长故事正面临关键转折点。 在科技巨头和海湾国家的百亿美元大单逐渐饱和后,这家AI芯片巨头正寻求新的增长动力。 或许,依靠几个超级客户的巨额订单推动增长的模式,注定不可持续。Seaport Research分析师Jay Goldberg指出: "难道每个国家都会像沙特那样宣布100亿或500亿美元的数据中心项目吗?当然不会。他们的明显交易机会正在枯竭。" 面对增长压力,英伟达在本次...
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