TD Cowen:英伟达芯片营收 五年后倍增

爱集微
May 22

券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观,预测到2030年,英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示,对于英伟达竞争布局的深度与广度更具信心。该团队预测,像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元,远高于2024年的1,170亿美元。分析师估计,英伟达在GPU市场将维持...

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