美银:英伟达2030年仍将主导AI芯片市场

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最近,美国银行分析师Vivek Arya表示,尽管面临谷歌TPU等竞争压力,英伟达在AI芯片市场的长期主导地位仍将维持至2030年,但其市场份额预计将从目前的85%略微下滑至75%。他指出,人工智能数据中心市场预计到2030年将增长五倍,达到约1.2万亿美元,远高于当前2420亿美元的规模。尽管谷歌推出名为Ironwood的新一代TPU,并在其最新AI模型Gemini 3的训练中成功应用,增强了其...

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