对于当前炙手可热的英伟达,大家公认有两条护城河,分别是CUDA和NVLink,但从最近一个季度的业绩看来,如果没有当年70亿美元的收购,也许后续就不会有市值4万亿的芯片巨头。在今年二季度的财报发布之后,整个注意力主要集中在这家芯片制造商的收入能否继续证明其市值飞速增长的合理性。但其实在各种头条新闻的背后,有一个业务板块却格外引人注目,那就是网络业务。在分析人士看来,这将成为推动该公司转型为市值4...
Source Link对于当前炙手可热的英伟达,大家公认有两条护城河,分别是CUDA和NVLink,但从最近一个季度的业绩看来,如果没有当年70亿美元的收购,也许后续就不会有市值4万亿的芯片巨头。在今年二季度的财报发布之后,整个注意力主要集中在这家芯片制造商的收入能否继续证明其市值飞速增长的合理性。但其实在各种头条新闻的背后,有一个业务板块却格外引人注目,那就是网络业务。在分析人士看来,这将成为推动该公司转型为市值4...
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