海啸级超预期

新浪财经
Yesterday

(来源:智超讲财商)1、海外算力:当2030年能见度提升1) 甲骨文今日公布第一财季业绩,受益于与OpenAI的巨额交易,其“剩余履约义务”达到4550亿美元,并预计云基础设施业务在未来四年分别增长至320亿美元、730亿美元、1140亿美元和1440亿美元。2)英伟达宣布推出“Rubin CPX” GPU,专为海量上下文AI模型打造,在单片芯片上提供每秒30 PetaFLOPS 的 NVFP4 ...

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