从算力霸主到网络操盘手:英伟达押注6G,是远见还是恐慌?

美股研究社
Mar 02

【如需和我们交流可扫码添加进社群】这并非衰退的信号,而是预期差的博弈。当所有人都相信英伟达会赚钱时,市场开始追问一个更深层的问题:GPU 之后,英伟达还能成为谁?正是在这种背景下,黄仁勋在今年 MWC(世界移动通信大会)前夕宣布联合 Nokia、Cisco、Deutsche Telekom 等电信巨头推进 AI-RAN 架构,便不再仅仅是一次技术合作,而是一场关于生存空间的战略突围。高位滞涨的背后...

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