英伟达领跑,AMD与博通受追捧:AI芯片三巨头或成财报季亮点

金十数据
15 Jul

KeyBanc分析师在最新报告中表示,英伟达(NVDA.O)虽然要到8月下旬才公布财报,但随着Blackwell AI平台的加速量产以及下一代高售价的Blackwell Ultra芯片的初期出货,市场对其业绩预期正在不断上调。分析师预计,其来自超大规模云客户的短期需求依然强劲,公司有望在第二财季给出高于市场预期的业绩指引。尽管供应链调查显示,由于GB200 NVL72机架的生产问题,英伟达今年已...

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