AI 浪潮真实而非泡沫，不能只靠英伟达来证明。撰文|蓝洞商业 赵卫卫英伟达再次公布了漂亮的财报，但次日股价重挫 5.7%，AI 行业泡沫没有来，但乐观与悲观交织。营收同比增长 73%，达到 681 亿美元；来自数据中心的收入达 620 亿美元，同比增长 75%；净利润同比增长 94%，达到 429 亿美元；在存储等部件大规模涨价的情况下，毛利率依然达到了 75.2%；更重要的是下一季度业绩指引，...
Source LinkAI 浪潮真实而非泡沫，不能只靠英伟达来证明。撰文|蓝洞商业 赵卫卫英伟达再次公布了漂亮的财报，但次日股价重挫 5.7%，AI 行业泡沫没有来，但乐观与悲观交织。营收同比增长 73%，达到 681 亿美元；来自数据中心的收入达 620 亿美元，同比增长 75%；净利润同比增长 94%，达到 429 亿美元；在存储等部件大规模涨价的情况下，毛利率依然达到了 75.2%；更重要的是下一季度业绩指引，...
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