英伟达执行长黄仁勋昨(21)日于全球媒体问答活动上表示,“推理AI时代才刚开始”,现在正处在AI工厂产业的开端而已,估计约十年内,AI基础建设与AI工厂市场规模将会从数千亿美元扩大到10万亿美元以上。法人看好,黄仁勋持续唱旺AI基建与AI工厂商机,英伟达订单也将源源不绝,台积电(2330)为英伟达AI芯片代工伙伴,受惠最大;鸿海、广达、纬创等AI服务器代工厂也将搭上这波AI大浪潮。他强调,先进封装...
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