据悉,人工智能(AI)基础设施供应商英伟达(NVDA.US)市值超越微软(MSFT.US),重夺全球市值最高上市公司头衔,总市值达3.46万亿美元。通过发布比市场普遍预期更加稳健的Blackwell系列AI芯片产品销售预期,可谓缓解了投资者们对英伟达中国市场份额大幅下滑的担忧,并极度乐观地预测Blackwell系列将创下史上最强劲AI芯片销售纪录,推动人工智能算力基础设施市场“呈现出指数级别增长”...
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