打不过就加入吧!英伟达加剧“赢者通吃”的行业趋势

金十数据
Jul 12, 2025

在由英伟达主导的AI世界里,对全球芯片制造商的信号相当明确:如果你无法战胜它,那就加入它的供应链。二十五年前, 英特尔 创造了历史,成为首批纳入道琼斯工业平均指数的两家科技公司之一。如今,芯片公司 英伟达 在过去两年中股价上涨七倍,已取代英特尔成为这一蓝筹指数的新成员。这只是芯片行业变革的开始。由于推动生成式AI技术的芯片需求依然强劲,高端AI芯片仍然供不应求。这一利润丰厚的市场中只有少数几家...

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