我们之前在一篇文章中分享了摩根大通对 2025 年 AI 芯片市场的预测数据,今天来看看瑞银的数据 —— 相比小摩,其提供的数据更加完善,具体到了各家的出货情况。我们主要关注 2026 年出货预测:2026 年全球加速卡出货量预计为 1511 万张,其中英伟达 752 万张、AMD 81.2 万张、谷歌 309 万张、亚马逊 152 万张、英特尔 10.9 万张、微软 4.5 万张、Meta ...
Source Link我们之前在一篇文章中分享了摩根大通对 2025 年 AI 芯片市场的预测数据,今天来看看瑞银的数据 —— 相比小摩,其提供的数据更加完善,具体到了各家的出货情况。我们主要关注 2026 年出货预测:2026 年全球加速卡出货量预计为 1511 万张,其中英伟达 752 万张、AMD 81.2 万张、谷歌 309 万张、亚马逊 152 万张、英特尔 10.9 万张、微软 4.5 万张、Meta ...
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