ICC讯2025年10月,LightCounting更新其针对云数据中心的以太网、InfiniBand及光学交换机报告。AI基础设施领域的持续投资推动英伟达在2025年上半年数据中心销售额保持强劲增长。这家AI领军企业的网络业务在经历2024年下半年短暂增长停滞后,已重新回到创纪录轨道。尽管该公司Spectrum-X以太网收入持续攀升,InfiniBand销售额依然保持强劲。我们估算2024年全年...
Source LinkICC讯2025年10月,LightCounting更新其针对云数据中心的以太网、InfiniBand及光学交换机报告。AI基础设施领域的持续投资推动英伟达在2025年上半年数据中心销售额保持强劲增长。这家AI领军企业的网络业务在经历2024年下半年短暂增长停滞后,已重新回到创纪录轨道。尽管该公司Spectrum-X以太网收入持续攀升,InfiniBand销售额依然保持强劲。我们估算2024年全年...
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.