市场对英伟达新一代AI服务器的需求持续升温。 据台湾《经济时报》最新报道,证券投资机构及分析师预计,英伟达GB300系列服务器已于今年底开始小规模出货,预计明年上半年进入大规模放量阶段。市场分析师预测,明年全年GB300机柜的出货量有望达到5.5万台,实现129%的同比增长。这一强劲预测的背后,是来自全球顶级云服务提供商(CSP)的积极采购。 报道指出,微软、Meta、甲骨文和戴尔是目前拉货意愿...
Source Link市场对英伟达新一代AI服务器的需求持续升温。 据台湾《经济时报》最新报道,证券投资机构及分析师预计,英伟达GB300系列服务器已于今年底开始小规模出货,预计明年上半年进入大规模放量阶段。市场分析师预测,明年全年GB300机柜的出货量有望达到5.5万台,实现129%的同比增长。这一强劲预测的背后,是来自全球顶级云服务提供商(CSP)的积极采购。 报道指出,微软、Meta、甲骨文和戴尔是目前拉货意愿...
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.