美银本周举办了英伟达（NVDA）投资者关系部门的 Toshiya Hari 线上投资者会议，核心要点如下：1）英伟达 GPU 仍领先竞争对手整整一代 —— 目前已推出的基于 GPU 的大语言模型（LLM）均采用旧款 Hopper 架构训练，而非 Blackwell 架构（基于该架构的大语言模型将于 2026 年初推出），后者相较前代性能提升 10-15 倍；2）下一代 Vera Rubin 架构...
Source Link美银本周举办了英伟达（NVDA）投资者关系部门的 Toshiya Hari 线上投资者会议，核心要点如下：1）英伟达 GPU 仍领先竞争对手整整一代 —— 目前已推出的基于 GPU 的大语言模型（LLM）均采用旧款 Hopper 架构训练，而非 Blackwell 架构（基于该架构的大语言模型将于 2026 年初推出），后者相较前代性能提升 10-15 倍；2）下一代 Vera Rubin 架构...
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.