分析师认为英伟达大型科技客户可能成为其最大的竞争威胁

港美通
Oct 20, 2025

10月20日,据外媒报道,英伟达(NVDA)旗下的大型科技客户正准备在人工智能芯片市场中占据相当大的份额,这种动态最终可能侵蚀这家芯片制造商的利润率。科技巨头们正积极布局自研芯片业务。ChatGPT开发商OpenAI宣布将与博通合作设计定制芯片;Meta(META)9月下旬宣布收购芯片初创公司Rivos,以强化其自主芯片研发能力;亚马逊(AMZN)今夏表示,其名为“雷尼尔计划”的巨型数据中心项目正...

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