英伟达市值登顶全球,我们从中看到哪些信号?|907编辑部

澎湃新闻
Jul 10, 2025

大家好,欢迎来到澎湃国际新闻播客“907编辑部”。今天是2025年7月10日,星期四。7月9日,英伟达市值首次突破 4 万亿美元大关,成为全球首家达到这一里程碑的上市公司。从上世纪末 GPU 首次用于图形加速,到近两年生成式 AI 爆发,英伟达几乎一路“拔得头筹”。无论是大模型训练所需的高带宽显存,还是推理场景下的低延迟吞吐,英伟达的 A100、H100、Blackwell 系列都成为业界标配。...

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