本报告导读:9 月,英伟达、甲骨文、OpenAI 之间多次达成巨额投资协议,摩尔线程科创板IPO审核通过,阿里云发布磐久128 超节点AI 服务器。看好国产GPU 实现加速突破、AI 服务器芯片互联,以及算力供给浪潮下 AI应用侧的进展。投资要点:投资建议: 人工智能仍是未来主线,英伟达拟逐步向 OpenAI 投资至多1000 亿美元支持数据中心建设;摩尔线程科创板IPO 审核通过,拟募资规模约...
Source Link本报告导读:9 月,英伟达、甲骨文、OpenAI 之间多次达成巨额投资协议,摩尔线程科创板IPO审核通过,阿里云发布磐久128 超节点AI 服务器。看好国产GPU 实现加速突破、AI 服务器芯片互联,以及算力供给浪潮下 AI应用侧的进展。投资要点:投资建议: 人工智能仍是未来主线,英伟达拟逐步向 OpenAI 投资至多1000 亿美元支持数据中心建设;摩尔线程科创板IPO 审核通过,拟募资规模约...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.