(以下内容从国金证券《通信行业周报:海外AI建设持续加速,多公司发布3Q业绩》研报附件原文摘录)1)海外链看,英伟达GTC大会举行,重点涵盖6G、AI等领域。A)英伟达预计将出货2000万块Blackwell芯片,Blackwell与明年推出的Rubin芯片将合计带来五个季度5000亿美元的GPU销售额,超海外市场预期。B)英伟达宣布与诺基亚达成战略合作,将投资10亿美元认购诺基亚股份,共同推进...
Source Link(以下内容从国金证券《通信行业周报:海外AI建设持续加速,多公司发布3Q业绩》研报附件原文摘录)1)海外链看,英伟达GTC大会举行,重点涵盖6G、AI等领域。A)英伟达预计将出货2000万块Blackwell芯片,Blackwell与明年推出的Rubin芯片将合计带来五个季度5000亿美元的GPU销售额,超海外市场预期。B)英伟达宣布与诺基亚达成战略合作,将投资10亿美元认购诺基亚股份,共同推进...
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.