2月24日消息,Keybanc分析师指出,英伟达芯片出货量增长,或推动其即将发布的季度报告业绩和指引强劲。分析师预计,英伟达今年有望出货近3万个机架,Blackwell Ultra芯片及机架出货量将增加。此外,英伟达对中国的H200芯片出货也可能带来可观收入,预计第四季度将贡献35亿至40亿美元。
Source Link2月24日消息,Keybanc分析师指出,英伟达芯片出货量增长,或推动其即将发布的季度报告业绩和指引强劲。分析师预计,英伟达今年有望出货近3万个机架,Blackwell Ultra芯片及机架出货量将增加。此外,英伟达对中国的H200芯片出货也可能带来可观收入,预计第四季度将贡献35亿至40亿美元。
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